FBCV icon

Fidelity Blue Chip Value ETF

19 hedge funds and large institutions have $11.8M 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.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
1
Atria Wealth Solutions
New York
$4.69M +$274K +10,062 +6%
P
2
&Partners
Tennessee
$2.84M +$33.2K +1,218 +1%
KPWS
3
Kestra Private Wealth Services
Texas
$1.03M +$158K +5,810 +18%
Citadel Advisors
4
Citadel Advisors
Florida
$628K +$148K +5,416 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$489K +$981 +36 +0.2%
Truist Financial
6
Truist Financial
North Carolina
$476K +$981 +36 +0.2%
KAS
7
Kestra Advisory Services
Texas
$449K +$67.7K +2,483 +18%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$314K +$314K +11,516 New
UBS Group
9
UBS Group
Switzerland
$290K -$60K -2,200 -17%
SPC
10
Sigma Planning Corp
Michigan
$244K -$19.7K -724 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$236K +$223K +8,191 +1,781%
ASN
12
Advisory Services Network
Georgia
$34K -$2.4K -88 -7%
Morgan Stanley
13
Morgan Stanley
New York
$15.3K
AAS
14
Ameritas Advisory Services
Nebraska
$14.7K +$14.7K +540 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14K -$1.29K -47,212 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.4K
GEA
17
Glen Eagle Advisors
New Jersey
$2.94K
CWP
18
Concord Wealth Partners
Virginia
$1.04K +$1.04K +38 New
MWM
19
Mascoma Wealth Management
New Hampshire
$698
LNC
20
Lincoln National Corp
Pennsylvania
-$379K -13,445 Closed
MCC
21
Money Concepts Capital
Florida
-$5.49K -195 Closed
BAM
22
Belpointe Asset Management
Nevada
-$366 -13 Closed