Fidelity Blue Chip Value ETF
FBCV
19 hedge funds and large institutions have $25.8M invested in Fidelity Blue Chip Value ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.26% less ownership
Funds ownership: 19.76% → 19.5% (-0.26%)
5% less capital invested
Capital invested by funds: $27.1M → $25.8M (-$1.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$321K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$280K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$228K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$162K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.31M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$379K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$61.3K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$20.2K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$5.49K |
FBCV Hedge Fund Activity: Q1 2023 in Review
19 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2023, worth a combined $25.8M — down 5.1% from $27.1M a quarter earlier.
Fund positioning in FBCV was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $321K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.31M.
- 19 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $25.8M of Fidelity Blue Chip Value ETF stock for Q1 2023, down 5.1% quarter-over-quarter.
- 3 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $321K added.
- The largest Fidelity Blue Chip Value ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2023.