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Fidelity Blue Chip Value ETF

27 hedge funds and large institutions have $23.6M invested in Fidelity Blue Chip Value ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.1M +$791K +24,211 +6%
P
2
&Partners
Tennessee
$3.05M -$118K -3,606 -4%
KPWS
3
Kestra Private Wealth Services
Texas
$1.24M -$60.3K -1,845 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$951K +$361K +11,060 +61%
KAS
5
Kestra Advisory Services
Texas
$550K -$42.6K -1,304 -7%
Truist Financial
6
Truist Financial
North Carolina
$504K -$20.1K -614 -4%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$392K -$20.7K -634 -5%
LPL Financial
8
LPL Financial
California
$386K +$386K +11,812 New
HighTower Advisors
9
HighTower Advisors
Illinois
$385K
BCI
10
Brinker Capital Investments
Pennsylvania
$362K +$44.1K +1,349 +14%
OPS
11
Orion Portfolio Solutions
Nebraska
$362K +$44.1K +1,349 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$338K +$18K +549 +6%
FFA
13
Florida Financial Advisors
Florida
$330K +$12.2K +373 +4%
PAG
14
Private Advisor Group
New Jersey
$307K -$160K -4,901 -34%
MAM
15
MWA Asset Management
Massachusetts
$214K +$214K +6,544 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$209K +$108K +3,316 +107%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$202K +$84.7K +2,590 +72%
SS
18
Sunbelt Securities
Texas
$178K +$23.1K +706 +15%
Morgan Stanley
19
Morgan Stanley
New York
$132K +$129K +3,939 +3,900%
Osaic Holdings
20
Osaic Holdings
Arizona
$121K +$40.8K +1,247 +51%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$88K +$72.9K +2,225 +484%
CA
22
CoreCap Advisors
Michigan
$82.8K +$82.8K +2,534 New
CFB
23
Cullen/Frost Bankers
Texas
$38.2K +$38.2K +1,169 New
UBS Group
24
UBS Group
Switzerland
$17.9K -$51.2K -1,565 -74%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$13.1K +$13.1K +400 New