Fidelity Blue Chip Value ETF
FBCV
16 hedge funds and large institutions have $20.7M invested in Fidelity Blue Chip Value ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.
0.88% more ownership
Funds ownership: 16.59% → 17.47% (+0.88%)
1% less capital invested
Capital invested by funds: $21M → $20.7M (-$297K)
11% less funds holding
Funds holding: 18 → 16 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$763K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$211K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$211K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$150K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$283 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$611K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$277K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$167K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$68.7K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
-$65.8K |
FBCV Hedge Fund Activity: Q3 2023 in Review
16 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q3 2023, worth a combined $20.7M — down 1.4% from $21M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FBCV and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 2 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $763K. The largest seller was Commonwealth Equity Services, cutting an estimated $611K.
- 16 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q3 2023, down from 18 in Q2 2023.
- Funds reported $20.7M of Fidelity Blue Chip Value ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
- 3 funds opened new Fidelity Blue Chip Value ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q3 2023 was Citadel Advisors, an estimated $763K added.
- The largest Fidelity Blue Chip Value ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $611K sold.
Based on aggregated 13F filings for Q3 2023.