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Fidelity Blue Chip Value ETF

29 hedge funds and large institutions have $24M invested in Fidelity Blue Chip Value ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 4 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
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
4
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
$13.6M +$916K +28,998 +7%
P
2
&Partners
Tennessee
$2.95M
KPWS
3
Kestra Private Wealth Services
Texas
$1.37M +$171K +5,426 +14%
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$780K +$400K +12,666 +106%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$609K -$310K -9,818 -34%
Truist Financial
6
Truist Financial
North Carolina
$486K -$2.02K -64 -0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$444K +$117K +3,716 +36%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$405K +$405K +12,828 New
BCI
9
Brinker Capital Investments
Pennsylvania
$380K +$29.9K +945 +9%
OPS
10
Orion Portfolio Solutions
Nebraska
$380K +$29.9K +945 +9%
HighTower Advisors
11
HighTower Advisors
Illinois
$372K
FFA
12
Florida Financial Advisors
Florida
$345K +$25.9K +818 +8%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$301K +$105K +3,333 +54%
PAG
14
Private Advisor Group
New Jersey
$298K +$1.52K +48 +0.5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$274K +$71.4K +2,258 +35%
Citadel Advisors
16
Citadel Advisors
Florida
$210K +$210K +6,648 New
Osaic Holdings
17
Osaic Holdings
Arizona
$192K +$75.3K +2,383 +65%
SS
18
Sunbelt Securities
Texas
$172K +$315 +10 +0.2%
CA
19
CoreCap Advisors
Michigan
$142K +$61.9K +1,960 +77%
Morgan Stanley
20
Morgan Stanley
New York
$131K +$2.91K +92 +2%
CFB
21
Cullen/Frost Bankers
Texas
$48K +$11.1K +351 +30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K -$72.6K -2,225 -83%
RF
23
Roxbury Financial
New Jersey
$10.6K +$10.6K +311 New
MCM
24
MAI Capital Management
Ohio
$8.7K +$8.7K +275 New
GEA
25
Glen Eagle Advisors
New Jersey
$3.41K