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Fidelity Blue Chip Value ETF

27 hedge funds and large institutions have $24.9M invested in Fidelity Blue Chip Value ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.9M +$555K +17,764 +5%
LNC
2
Lincoln National Corp
Pennsylvania
$3.53M +$22.4K +716 +0.6%
P
3
&Partners
Tennessee
$3.06M +$53.6K +1,718 +2%
KPWS
4
Kestra Private Wealth Services
Texas
$1.21M -$91.6K -2,933 -7%
GS
5
GTS Securities
New York
$698K +$101K +3,221 +17%
Citadel Advisors
6
Citadel Advisors
Florida
$662K +$662K +21,192 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$558K -$2.12K -68 -0.4%
PAG
8
Private Advisor Group
New Jersey
$544K +$544K +17,429 New
Truist Financial
9
Truist Financial
North Carolina
$496K -$44.6K -1,430 -8%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$388K
HighTower Advisors
11
HighTower Advisors
Illinois
$367K +$85.5K +2,743 +30%
KAS
12
Kestra Advisory Services
Texas
$362K +$4.06K +130 +1%
AWS
13
Atria Wealth Solutions
New York
$324K -$10.5K -335 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$294K +$4.9K +157 +2%
BCI
15
Brinker Capital Investments
Pennsylvania
$280K +$280K +8,984 New
OPS
16
Orion Portfolio Solutions
Nebraska
$280K +$280K +8,984 New
FFA
17
Florida Financial Advisors
Florida
$280K +$280K +8,963 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$230K -$603K -19,330 -72%
MAM
19
MWA Asset Management
Massachusetts
$205K +$205K +6,554 New
SS
20
Sunbelt Securities
Texas
$142K +$312 +10 +0.2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$100K +$100K +3,218 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14K -$256K -8,404 -95%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$9.96K +$9.96K +319 New
GEA
24
Glen Eagle Advisors
New Jersey
$3.37K
Morgan Stanley
25
Morgan Stanley
New York
$3.17K -$8.13K -259 -72%