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Fidelity Blue Chip Value ETF

32 hedge funds and large institutions have $28.5M invested in Fidelity Blue Chip Value ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

19% more capital invested

Capital invested by funds: $24M → $28.5M (+$4.55M)

10% more funds holding

Funds holding: 2932 (+3)

2.61% more ownership

Funds ownership: 19.68%22.3% (+2.6%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
5
Closed
2
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 -$155K -4,842 -1%
P
2
&Partners
Tennessee
$2.96M +$1.64K +51 +0.1%
KPWS
3
Kestra Private Wealth Services
Texas
$1.59M +$202K +6,286 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.32M +$707K +22,041 +114%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M +$836K +26,066 +203%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$885K +$96.2K +3,000 +12%
GS
7
GTS Securities
New York
$738K +$740K +23,070 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$660K +$356K +11,115 +117%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$610K +$597K +18,610 +4,046%
KAS
10
Kestra Advisory Services
Texas
$538K +$539K +16,814 New
Truist Financial
11
Truist Financial
North Carolina
$510K +$18.8K +585 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$449K +$32 +1 +0%
CFB
13
Cullen/Frost Bankers
Texas
$401K +$354K +11,034 +726%
HighTower Advisors
14
HighTower Advisors
Illinois
$376K
Morgan Stanley
15
Morgan Stanley
New York
$345K +$213K +6,647 +161%
BCI
16
Brinker Capital Investments
Pennsylvania
$308K -$77.5K -2,416 -20%
OPS
17
Orion Portfolio Solutions
Nebraska
$308K -$77.5K -2,416 -20%
PAG
18
Private Advisor Group
New Jersey
$302K +$481 +15 +0.2%
FFA
19
Florida Financial Advisors
Florida
$301K -$48.5K -1,512 -14%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$295K +$17.9K +557 +6%
MAM
21
MWA Asset Management
Massachusetts
$202K +$202K +6,304 New
SS
22
Sunbelt Securities
Texas
$182K +$6.93K +216 +4%
CA
23
CoreCap Advisors
Michigan
$153K +$9.33K +291 +6%
RF
24
Roxbury Financial
New Jersey
$120K +$108K +3,382 +1,087%
Osaic Holdings
25
Osaic Holdings
Arizona
$35.1K -$159K -4,972 -82%

FBCV Hedge Fund Activity: Q1 2025 in Review

32 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2025, worth a combined $28.5M — up 19% from $24M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FBCV positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $836K. The largest seller was Citadel Advisors, exiting entirely with an estimated $210K sold.

  • 32 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2025, up from 29 in Q4 2024.
  • Funds reported $28.5M of Fidelity Blue Chip Value ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 5 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $836K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q1 2025 was Citadel Advisors, an estimated $210K sold.

Based on aggregated 13F filings for Q1 2025.