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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
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
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.8M +$9.2M +326,743 +140%
AWS
2
Atria Wealth Solutions
New York
$4.57M +$4.57M +162,223 New
P
3
&Partners
Tennessee
$2.9M +$2.9M +102,862 New
KPWS
4
Kestra Private Wealth Services
Texas
$905K -$34K -1,207 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$504K -$2.82K -100 -0.6%
Citadel Advisors
6
Citadel Advisors
Florida
$497K +$497K +17,633 New
Truist Financial
7
Truist Financial
North Carolina
$491K -$2.87K -102 -0.6%
KAS
8
Kestra Advisory Services
Texas
$394K -$213K -7,570 -35%
LNC
9
Lincoln National Corp
Pennsylvania
$379K +$379K +13,445 New
UBS Group
10
UBS Group
Switzerland
$362K -$10.8K -383 -3%
SPC
11
Sigma Planning Corp
Michigan
$272K +$272K +9,661 New
ASN
12
Advisory Services Network
Georgia
$37.6K +$37.6K +1,335 New
Morgan Stanley
13
Morgan Stanley
New York
$15.8K -$12.8K -455 -45%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.4K +$8.27K +300 +160%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13K -$349K -12,336 -96%
MCC
16
Money Concepts Capital
Florida
$5.49K +$5.49K +195 New
GEA
17
Glen Eagle Advisors
New Jersey
$3.04K +$3.04K +108 New
MWM
18
Mascoma Wealth Management
New Hampshire
$704
BAM
19
Belpointe Asset Management
Nevada
$366 +$366 +13 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$204K -8,097 Closed
SWM
21
Spire Wealth Management
Virginia
-$108K -4,260 Closed