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Fidelity Blue Chip Value ETF
FBCV

Overview Fund Activity

18 hedge funds and large institutions have $21M invested in Fidelity Blue Chip Value ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
Atria Wealth Solutions
New York
+$797K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$321K
3
SS
Sunbelt Securities
Texas
+$134K
4
Osaic Holdings
Osaic Holdings
Arizona
+$21.9K
5
GWSG
GPS Wealth Strategies Group
Colorado
+$15.7K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$628K
3
KAS
Kestra Advisory Services
Texas
-$449K
4
UBS Group
UBS Group
Switzerland
-$280K
5
KPWS
Kestra Private Wealth Services
Texas
-$198K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.7M -$5.62M -201,494 -39%
AWS
2
Atria Wealth Solutions
New York
$5.6M +$797K +28,573 +17%
P
3
&Partners
Tennessee
$2.83M -$69.7K -2,497 -2%
KPWS
4
Kestra Private Wealth Services
Texas
$860K -$198K -7,109 -19%
GS
5
GTS Securities
New York
$717K +$717K +25,702 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$563K +$321K +11,515 +133%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$500K -$697 -25 -0.1%
Truist Financial
8
Truist Financial
North Carolina
$487K -$725 -26 -0.1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$277K -$44.3K -1,587 -14%
SPC
10
Sigma Planning Corp
Michigan
$212K -$37K -1,326 -15%
SS
11
Sunbelt Securities
Texas
$134K +$134K +4,791 New
Osaic Holdings
12
Osaic Holdings
Arizona
$35.4K +$21.9K +791 +162%
UBS Group
13
UBS Group
Switzerland
$17.1K -$280K -10,039 -94%
GWSG
14
GPS Wealth Strategies Group
Colorado
$15.7K +$15.7K +562 New
Morgan Stanley
15
Morgan Stanley
New York
$5.44K -$10.2K -365 -65%
GEA
16
Glen Eagle Advisors
New Jersey
$3.01K – – –
MWM
17
Mascoma Wealth Management
New Hampshire
$716 – – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$56 +$56 +2 New
Citadel Advisors
19
Citadel Advisors
Florida
– -$628K -23,049 Closed
KAS
20
Kestra Advisory Services
Texas
– -$449K -16,479 Closed
ASN
21
Advisory Services Network
Georgia
– -$34K -1,247 Closed
AAS
22
Ameritas Advisory Services
Nebraska
– -$14.7K -540 Closed
CWP
23
Concord Wealth Partners
Virginia
– -$1.04K -38 Closed