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Fidelity Blue Chip Value ETF

19 hedge funds and large institutions have $27.1M invested in Fidelity Blue Chip Value ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

195% more capital invested

Capital invested by funds: $9.2M → $27.1M (+$17.9M)

46% more funds holding

Funds holding: 1319 (+6)

10.76% more ownership

Funds ownership: 9%19.76% (+11%)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
2
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M +$9.08M +326,743 +140%
AWS
2
Atria Wealth Solutions
New York
$4.57M +$4.51M +162,223 New
P
3
&Partners
Tennessee
$2.9M +$2.86M +102,862 New
KPWS
4
Kestra Private Wealth Services
Texas
$905K -$33.5K -1,207 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$504K -$2.78K -100 -0.6%
Citadel Advisors
6
Citadel Advisors
Florida
$497K +$490K +17,633 New
Truist Financial
7
Truist Financial
North Carolina
$491K -$2.83K -102 -0.6%
KAS
8
Kestra Advisory Services
Texas
$394K -$210K -7,570 -35%
LNC
9
Lincoln National Corp
Pennsylvania
$379K +$374K +13,445 New
UBS Group
10
UBS Group
Switzerland
$362K -$10.6K -383 -3%
SPC
11
Sigma Planning Corp
Michigan
$272K +$268K +9,661 New
ASN
12
Advisory Services Network
Georgia
$37.6K +$37.1K +1,335 New
Morgan Stanley
13
Morgan Stanley
New York
$15.8K -$12.6K -455 -45%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.4K +$8.34K +300 +160%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13K -$343K -12,336 -96%
MCC
16
Money Concepts Capital
Florida
$5.49K +$5.42K +195 New
GEA
17
Glen Eagle Advisors
New Jersey
$3.04K +$3K +108 New
MWM
18
Mascoma Wealth Management
New Hampshire
$704
BAM
19
Belpointe Asset Management
Nevada
$366 +$361 +13 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$204K -8,097 Closed
SWM
21
Spire Wealth Management
Virginia
-$108K -4,260 Closed

FBCV Hedge Fund Activity: Q4 2022 in Review

19 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2022, worth a combined $27.1M — up 195% from $9.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBCV positions and 2 closed out — a net gain of 7 holders — while 2 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.08M. The largest seller was Royal Bank of Canada, cutting an estimated $343K.

  • 19 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2022, up from 13 in Q3 2022.
  • Funds reported $27.1M of Fidelity Blue Chip Value ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 9 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2022 and 2 closed out, a net change of +7 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $9.08M added.
  • The largest Fidelity Blue Chip Value ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $343K sold.

Based on aggregated 13F filings for Q4 2022.