Fidelity Blue Chip Value ETF
FBCV
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.
2.9% less ownership
Funds ownership: 19.5% → 16.59% (-2.9%)
5% less funds holding
Funds holding: 19 → 18 (-1)
19% less capital invested
Capital invested by funds: $25.8M → $21M (-$4.8M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$787K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$317K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$132K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21.8K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.55M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$628K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$449K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$277K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$196K |
FBCV Hedge Fund Activity: Q2 2023 in Review
18 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q2 2023, worth a combined $21M — down 19% from $25.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FBCV and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 3 added.
The largest buyer was Atria Wealth Solutions, adding an estimated $787K. The largest seller was Commonwealth Equity Services, cutting an estimated $5.55M.
- 18 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q2 2023, down from 19 in Q1 2023.
- Funds reported $21M of Fidelity Blue Chip Value ETF stock for Q2 2023, down 19% quarter-over-quarter.
- 4 funds opened new Fidelity Blue Chip Value ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest Fidelity Blue Chip Value ETF buyer in Q2 2023 was Atria Wealth Solutions, an estimated $787K added.
- The largest Fidelity Blue Chip Value ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $5.55M sold.
Based on aggregated 13F filings for Q2 2023.