Fidelity Blue Chip Value ETF
FBCV
14 hedge funds and large institutions have $7.9M invested in Fidelity Blue Chip Value ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
86% more capital invested
Capital invested by funds: $4.25M → $7.9M (+$3.64M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
27% more funds holding
Funds holding: 11 → 14 (+3)
3.78% more ownership
Funds ownership: 3.76% → 7.54% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.94M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$618K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$496K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$119K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$44.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAG
Investmark Advisory Group
Shelton,
Connecticut
|
-$425K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$255K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$203K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$166K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$14K |
FBCV Hedge Fund Activity: Q2 2022 in Review
14 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q2 2022, worth a combined $7.9M — up 86% from $4.25M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FBCV positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.94M. The largest seller was Investmark Advisory Group, cutting an estimated $425K.
- 14 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q2 2022, up from 11 in Q1 2022.
- Funds reported $7.9M of Fidelity Blue Chip Value ETF stock for Q2 2022, up 86% quarter-over-quarter.
- 6 funds opened new Fidelity Blue Chip Value ETF positions in Q2 2022 and 3 closed out, a net change of +3 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q2 2022 was Commonwealth Equity Services, an estimated $3.94M added.
- The largest Fidelity Blue Chip Value ETF seller in Q2 2022 was Investmark Advisory Group, an estimated $425K sold.
Based on aggregated 13F filings for Q2 2022.