Fidelity Blue Chip Value ETF
FBCV
13 hedge funds and large institutions have $9.2M invested in Fidelity Blue Chip Value ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
17% more capital invested
Capital invested by funds: $7.9M → $9.2M (+$1.31M)
1.46% more ownership
Funds ownership: 7.54% → 9% (+1.5%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
7% less funds holding
Funds holding: 14 → 13 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.27M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$359K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$321K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$292K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAG
Investmark Advisory Group
Shelton,
Connecticut
|
-$241K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$106K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$103K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$17K |
| 5 |
Morgan Stanley
New York
|
-$2.48K |
FBCV Hedge Fund Activity: Q3 2022 in Review
13 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q3 2022, worth a combined $9.2M — up 17% from $7.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FBCV and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.27M. The largest seller was Investmark Advisory Group, exiting entirely with an estimated $241K sold.
- 13 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q3 2022, down from 14 in Q2 2022.
- Funds reported $9.2M of Fidelity Blue Chip Value ETF stock for Q3 2022, up 17% quarter-over-quarter.
- 2 funds opened new Fidelity Blue Chip Value ETF positions in Q3 2022 and 3 closed out, a net change of -1 holder.
- The largest Fidelity Blue Chip Value ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $1.27M added.
- The largest Fidelity Blue Chip Value ETF seller in Q3 2022 was Investmark Advisory Group, an estimated $241K sold.
Based on aggregated 13F filings for Q3 2022.