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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

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 2729 (+2)

2% more capital invested

Capital invested by funds: $23.6M → $24M (+$356K)

0.93% more ownership

Funds ownership: 18.75%19.68% (+0.93%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.38%
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
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.6M +$951K +28,998 +7%
P
2
&Partners
Tennessee
$2.95M
KPWS
3
Kestra Private Wealth Services
Texas
$1.37M +$178K +5,426 +14%
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$780K +$415K +12,666 +106%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$609K -$322K -9,818 -34%
Truist Financial
6
Truist Financial
North Carolina
$486K -$2.1K -64 -0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$444K +$122K +3,716 +36%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$405K +$421K +12,828 New
BCI
9
Brinker Capital Investments
Pennsylvania
$380K +$31K +945 +9%
OPS
10
Orion Portfolio Solutions
Nebraska
$380K +$31K +945 +9%
HighTower Advisors
11
HighTower Advisors
Illinois
$372K
FFA
12
Florida Financial Advisors
Florida
$345K +$26.8K +818 +8%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$301K +$109K +3,333 +54%
PAG
14
Private Advisor Group
New Jersey
$298K +$1.57K +48 +0.5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$274K +$74.1K +2,258 +35%
Citadel Advisors
16
Citadel Advisors
Florida
$210K +$218K +6,648 New
Osaic Holdings
17
Osaic Holdings
Arizona
$192K +$78.2K +2,383 +65%
SS
18
Sunbelt Securities
Texas
$172K +$328 +10 +0.2%
CA
19
CoreCap Advisors
Michigan
$142K +$64.3K +1,960 +77%
Morgan Stanley
20
Morgan Stanley
New York
$131K +$3.02K +92 +2%
CFB
21
Cullen/Frost Bankers
Texas
$48K +$11.5K +351 +30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K -$73K -2,225 -83%
RF
23
Roxbury Financial
New Jersey
$10.6K +$10.2K +311 New
MCM
24
MAI Capital Management
Ohio
$8.7K +$9.02K +275 New
GEA
25
Glen Eagle Advisors
New Jersey
$3.41K

FBCV Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2024, worth a combined $24M — up 1.5% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBCV positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $951K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $550K sold.

  • 29 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $24M of Fidelity Blue Chip Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 6 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $951K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $550K sold.

Based on aggregated 13F filings for Q4 2024.