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Fidelity Blue Chip Value ETF
FBCV

43 hedge funds and large institutions have $41M invested in Fidelity Blue Chip Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $36M → $41M (+$4.95M)

5% more funds holding

Funds holding: 41 → 43 (+2)

0.72% more ownership

Funds ownership: 25.25% → 25.96% (+0.72%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$5.21M
2
Citadel Advisors
Citadel Advisors
Florida
+$392K
3
Bank of America
Bank of America
North Carolina
+$363K
4
SS
Sunbelt Securities
Texas
+$358K
5
GAA
Global Assets Advisory
Florida
+$273K

Top Sellers

Rank Fund Capital Flow
1
SAI
Savvy Advisors Inc
New York
-$1.45M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$401K
3
Morgan Stanley
Morgan Stanley
New York
-$365K
4
BCI
Brinker Capital Investments
Pennsylvania
-$324K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$226K +$7.37K +200 +3%
MAM
27
MWA Asset Management
Massachusetts
$221K -$11.1K -300 -5%
PCP
28
Proficio Capital Partners
Massachusetts
$203K – – –
RF
29
Roxbury Financial
New Jersey
$152K +$479 +13 +0.3%
GAA
30
Global Assets Advisory
Florida
$132K +$273K +7,403 New
AWM
31
AE Wealth Management
Kansas
$89.4K +$91.5K +2,484 New
Osaic Holdings
32
Osaic Holdings
Arizona
$42.9K -$78.2K -2,121 -64%
GTAM
33
Global Trust Asset Management
Florida
$37.1K +$38K +1,030 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$17K -$6.49K -176 -28%
MCM
35
MAI Capital Management
Ohio
$14.4K – – –
CFD
36
Creative Financial Designs
Indiana
$13.1K +$74 +2 +0.6%
ASN
37
Advisory Services Network
Georgia
$11.2K +$11.5K +312 New
LFG
38
Larson Financial Group
Missouri
$11K +$37 +1 +0.3%
GEA
39
Glen Eagle Advisors
New Jersey
$3.89K – – –
IA
40
IFP Advisors
Florida
$3.74K +$37 +1 +1%
NF
41
Napier Financial
Massachusetts
$3.13K +$3.21K +87 New
AUB
42
Atlantic Union Bankshares
Virginia
$2.88K – – –
FFA
43
Farther Finance Advisors
California
$361 +$369 +10 New
AssetMark Inc
44
AssetMark Inc
California
$16 – – –
BCI
45
Brinker Capital Investments
Pennsylvania
– -$324K -9,079 Closed
EW
46
Elyxium Wealth
California
– -$30.5K -854 Closed
UBS Group
47
UBS Group
Switzerland
– -$19.3K -540 Closed
AF
48
Allworth Financial
California
– -$1.14K -32 Closed
CIA
49
Cape Investment Advisory
Georgia
– -$713 -20 Closed
1
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FBCV Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2026, worth a combined $41M — up 14% from $36M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FBCV positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $5.21M. The largest seller was Savvy Advisors Inc, cutting an estimated $1.45M.

  • 43 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $41M of Fidelity Blue Chip Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 8 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q1 2026 was GTS Securities, an estimated $5.21M added.
  • The largest Fidelity Blue Chip Value ETF seller in Q1 2026 was Savvy Advisors Inc, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2026.