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Fidelity Blue Chip Value ETF

20 hedge funds and large institutions have $21.3M invested in Fidelity Blue Chip Value ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.65M +$1.18M +40,299 +14%
LNC
2
Lincoln National Corp
Pennsylvania
$3.28M +$3.28M +112,346 New
P
3
&Partners
Tennessee
$2.81M -$88.7K -3,040 -3%
KPWS
4
Kestra Private Wealth Services
Texas
$1.22M +$492K +16,876 +68%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$779K +$779K +26,703 New
GS
6
GTS Securities
New York
$558K -$126K -4,303 -18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$523K +$6.04K +207 +1%
Truist Financial
8
Truist Financial
North Carolina
$505K +$6.01K +206 +1%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$370K +$370K +12,634 New
KAS
10
Kestra Advisory Services
Texas
$335K +$335K +11,475 New
AWS
11
Atria Wealth Solutions
New York
$313K -$5.7M -195,468 -95%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$271K +$271K +9,272 New
HighTower Advisors
13
HighTower Advisors
Illinois
$263K +$263K +9,025 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$258K -$258K -8,870 -50%
SS
15
Sunbelt Securities
Texas
$132K -$7.82K -268 -6%
ASN
16
Advisory Services Network
Georgia
$24.6K +$24.6K +841 New
Morgan Stanley
17
Morgan Stanley
New York
$10.5K +$5.25K +180 +100%
GEA
18
Glen Eagle Advisors
New Jersey
$3.15K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$58 +$29 +1 +100%
HI
20
Harbour Investments
Wisconsin
$58 +$58 +2 New
Citadel Advisors
21
Citadel Advisors
Florida
-$743K -27,007 Closed
SPC
22
Sigma Planning Corp
Michigan
-$209K -7,608 Closed
BCI
23
Brinker Capital Investments
Pennsylvania
-$205K -7,468 Closed
OPS
24
Orion Portfolio Solutions
Nebraska
-$205K -7,468 Closed