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Fidelity Blue Chip Value ETF

29 hedge funds and large institutions have $24.3M invested in Fidelity Blue Chip Value ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
3
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
$11.3M +$880K +29,320 +8%
P
2
&Partners
Tennessee
$2.91M -$33K -1,100 -1%
TCM
3
Traynor Capital Management
Pennsylvania
$2.62M +$2.62M +87,238 New
KPWS
4
Kestra Private Wealth Services
Texas
$1.19M +$27.4K +914 +2%
GS
5
GTS Securities
New York
$991K +$320K +10,654 +48%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$541K +$5.16K +172 +1%
Citadel Advisors
7
Citadel Advisors
Florida
$508K -$128K -4,275 -20%
Truist Financial
8
Truist Financial
North Carolina
$482K +$4.92K +164 +1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$435K +$214K +7,114 +96%
PAG
10
Private Advisor Group
New Jersey
$429K -$94.4K -3,144 -18%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$376K
HighTower Advisors
12
HighTower Advisors
Illinois
$353K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$294K +$10.7K +355 +4%
BCI
14
Brinker Capital Investments
Pennsylvania
$292K +$22.7K +757 +8%
OPS
15
Orion Portfolio Solutions
Nebraska
$292K +$22.7K +757 +8%
FFA
16
Florida Financial Advisors
Florida
$292K +$22.7K +757 +8%
TSS
17
Two Sigma Securities
New York
$211K +$211K +7,023 New
KAS
18
Kestra Advisory Services
Texas
$187K +$67.4K +6,540 +56%
SS
19
Sunbelt Securities
Texas
$143K +$6.33K +211 +5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$108K +$11.2K +372 +12%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$92.7K +$92.7K +3,087 New
Osaic Holdings
22
Osaic Holdings
Arizona
$73.2K +$73.2K +2,440 New
UBS Group
23
UBS Group
Switzerland
$63.5K +$62.6K +2,086 +7,450%
PP
24
Pacifica Partners
Canada
$30K +$30K +1,000 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14K