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Fidelity Blue Chip Value ETF

37 hedge funds and large institutions have $32.8M invested in Fidelity Blue Chip Value ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $28M → $32.8M (+$4.78M)

3% more funds holding

Funds holding: 3637 (+1)

2.11% more ownership

Funds ownership: 21.93%24.04% (+2.1%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.3M +$2.63M +78,523 +18%
P
2
&Partners
Tennessee
$3.21M +$28K +838 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$1.98M +$1.08M +32,190 +124%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.12M +$89.6K +2,679 +9%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$925K +$226K +6,752 +33%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$797K +$88.4K +2,644 +13%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$715K -$224K -6,700 -24%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$678K +$115K +3,446 +21%
KPWS
9
Kestra Private Wealth Services
Texas
$603K -$41.4K -1,239 -7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$526K +$216K +6,461 +72%
Truist Financial
11
Truist Financial
North Carolina
$524K -$2.47K -74 -0.5%
CFB
12
Cullen/Frost Bankers
Texas
$434K +$3.64K +109 +0.9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$433K +$139K +4,155 +49%
HighTower Advisors
14
HighTower Advisors
Illinois
$401K
BCI
15
Brinker Capital Investments
Pennsylvania
$361K +$123K +3,682 +53%
FFA
16
Florida Financial Advisors
Florida
$353K +$115K +3,427 +50%
FTS
17
Fifth Third Securities
Ohio
$284K +$279K +8,332 New
AF
18
Advisornet Financial
Minnesota
$279K +$142K +4,236 +107%
PAG
19
Private Advisor Group
New Jersey
$269K -$4.51K -135 -2%
CA
20
CoreCap Advisors
Michigan
$261K +$85.4K +2,554 +50%
LPL Financial
21
LPL Financial
California
$257K +$253K +7,554 New
KAS
22
Kestra Advisory Services
Texas
$246K +$241K +7,211 New
MAM
23
MWA Asset Management
Massachusetts
$216K
SS
24
Sunbelt Securities
Texas
$194K +$7.86K +235 +4%
RF
25
Roxbury Financial
New Jersey
$141K +$401 +12 +0.3%

FBCV Hedge Fund Activity: Q3 2025 in Review

37 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q3 2025, worth a combined $32.8M — up 17% from $28M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBCV positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.63M. The largest seller was GTS Securities, exiting entirely with an estimated $1.09M sold.

  • 37 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $32.8M of Fidelity Blue Chip Value ETF stock for Q3 2025, up 17% quarter-over-quarter.
  • 6 funds opened new Fidelity Blue Chip Value ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest Fidelity Blue Chip Value ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $2.63M added.
  • The largest Fidelity Blue Chip Value ETF seller in Q3 2025 was GTS Securities, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2025.