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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

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

35% more funds holding

Funds holding: 2027 (+7)

17% more capital invested

Capital invested by funds: $21.3M → $24.9M (+$3.62M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

2.04% more ownership

Funds ownership: 17.67%19.72% (+2%)

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
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.9M +$527K +17,764 +5%
LNC
2
Lincoln National Corp
Pennsylvania
$3.53M +$21.2K +716 +0.6%
P
3
&Partners
Tennessee
$3.06M +$50.9K +1,718 +2%
KPWS
4
Kestra Private Wealth Services
Texas
$1.21M -$86.9K -2,933 -7%
GS
5
GTS Securities
New York
$698K +$95.5K +3,221 +17%
Citadel Advisors
6
Citadel Advisors
Florida
$662K +$628K +21,192 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$558K -$2.02K -68 -0.4%
PAG
8
Private Advisor Group
New Jersey
$544K +$517K +17,429 New
Truist Financial
9
Truist Financial
North Carolina
$496K -$42.4K -1,430 -8%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$388K
HighTower Advisors
11
HighTower Advisors
Illinois
$367K +$81.3K +2,743 +30%
KAS
12
Kestra Advisory Services
Texas
$362K +$3.85K +130 +1%
AWS
13
Atria Wealth Solutions
New York
$324K -$9.93K -335 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$294K +$4.65K +157 +2%
BCI
15
Brinker Capital Investments
Pennsylvania
$280K +$266K +8,984 New
OPS
16
Orion Portfolio Solutions
Nebraska
$280K +$266K +8,984 New
FFA
17
Florida Financial Advisors
Florida
$280K +$266K +8,963 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$230K -$573K -19,330 -72%
MAM
19
MWA Asset Management
Massachusetts
$205K +$194K +6,554 New
SS
20
Sunbelt Securities
Texas
$142K +$296 +10 +0.2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$100K +$95.4K +3,218 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14K -$249K -8,404 -95%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$9.96K +$9.46K +319 New
GEA
24
Glen Eagle Advisors
New Jersey
$3.37K
Morgan Stanley
25
Morgan Stanley
New York
$3.17K -$7.68K -259 -72%

FBCV Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2024, worth a combined $24.9M — up 17% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FBCV positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $628K. The largest seller was Susquehanna International Group, cutting an estimated $573K.

  • 27 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2024, up from 20 in Q4 2023.
  • Funds reported $24.9M of Fidelity Blue Chip Value ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 10 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q1 2024 was Citadel Advisors, an estimated $628K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q1 2024 was Susquehanna International Group, an estimated $573K sold.

Based on aggregated 13F filings for Q1 2024.