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Fidelity Blue Chip Value ETF

4 hedge funds and large institutions have $71K invested in Fidelity Blue Chip Value ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 34 (+1)

1.94% less ownership

Funds ownership: 2.11%0.17% (-1.9%)

73% less capital invested

Capital invested by funds: $261K → $71K (-$190K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$49K +$8.75K +386 +23%
Osaic Holdings
2
Osaic Holdings
Arizona
$22K +$9.04K +399 +80%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
-$217K -10,501 Closed
Fidelity Investments
4
Fidelity Investments
Massachusetts
+$45 +2 New
BFEC
5
Benjamin F. Edwards & Company
Missouri
+$385 +17 New

FBCV Hedge Fund Activity: Q4 2020 in Review

4 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2020, worth a combined $71K — down 73% from $261K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FBCV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $9.04K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $217K sold.

  • 4 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2020, up from 3 in Q3 2020.
  • Funds reported $71K of Fidelity Blue Chip Value ETF stock for Q4 2020, down 73% quarter-over-quarter.
  • 2 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2020 and 1 closed out, a net change of +1 holder.
  • The largest Fidelity Blue Chip Value ETF buyer in Q4 2020 was Osaic Holdings, an estimated $9.04K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $217K sold.

Based on aggregated 13F filings for Q4 2020.