Fidelity Blue Chip Value ETF
FBCV
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, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
25% more funds holding
Funds holding: 16 → 20 (+4)
3% more capital invested
Capital invested by funds: $20.7M → $21.3M (+$625K)
0.2% more ownership
Funds ownership: 17.47% → 17.67% (+0.2%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$3.13M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$743K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$469K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$5.44M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$743K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$247K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$209K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$205K |
FBCV Hedge Fund Activity: Q4 2023 in Review
20 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2023, worth a combined $21.3M — up 3% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FBCV positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Lincoln National Corp, opening a new position worth an estimated $3.13M. The largest seller was Atria Wealth Solutions, cutting an estimated $5.44M.
- 20 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $21.3M of Fidelity Blue Chip Value ETF stock for Q4 2023, up 3% quarter-over-quarter.
- 8 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest Fidelity Blue Chip Value ETF buyer in Q4 2023 was Lincoln National Corp, an estimated $3.13M added.
- The largest Fidelity Blue Chip Value ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $5.44M sold.
Based on aggregated 13F filings for Q4 2023.