Fidelity Blue Chip Value ETF
FBCV
9 hedge funds and large institutions have $2.54M invested in Fidelity Blue Chip Value ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
6% more capital invested
Capital invested by funds: $2.39M → $2.54M (+$151K)
0.25% more ownership
Funds ownership: 2.46% → 2.72% (+0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$303K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$291K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$120K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$35.3K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$13.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$532K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $879K | +$291K | +10,154 | +47% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $515K | +$303K | +10,583 | +134% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $466K | +$35.3K | +1,231 | +8% |
|
4
Citadel Advisors
Miami,
Florida
| $398K | +$5.42K | +189 | +1% |
|
|
SWM
5
Spire Wealth Management
Mclean,
Virginia
| $234K | +$120K | +4,192 | +100% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $13K | +$13.7K | +479 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | -$532K | -18,558 | -98% |
|
8
Koshinski Asset Management
Decatur,
Illinois
| $11.2K | +$11.5K | +400 | New |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $8.36K | +$8.6K | +300 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$68K | -2,405 | Closed |
|
FBCV Hedge Fund Activity: Q3 2021 in Review
9 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q3 2021, worth a combined $2.54M — up 6.3% from $2.39M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FBCV positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $303K. The largest seller was Royal Bank of Canada, cutting an estimated $532K.
- 9 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q3 2021, up from 7 in Q2 2021.
- Funds reported $2.54M of Fidelity Blue Chip Value ETF stock for Q3 2021, up 6.3% quarter-over-quarter.
- 3 funds opened new Fidelity Blue Chip Value ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q3 2021 was Susquehanna International Group, an estimated $303K added.
- The largest Fidelity Blue Chip Value ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $532K sold.
Based on aggregated 13F filings for Q3 2021.