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Fidelity Blue Chip Value ETF

41 hedge funds and large institutions have $36M invested in Fidelity Blue Chip Value ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3741 (+4)

10% more capital invested

Capital invested by funds: $32.8M → $36M (+$3.25M)

1.2% more ownership

Funds ownership: 24.04%25.25% (+1.2%)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
10
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
$15.1M -$2.89M -82,741 -16%
P
2
&Partners
Tennessee
$3.42M +$60.6K +1,732 +2%
Morgan Stanley
3
Morgan Stanley
New York
$2.36M +$279K +7,966 +14%
SAI
4
Savvy Advisors Inc
New York
$2.09M +$2.05M +58,682 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.47M +$293K +8,382 +26%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$971K +$411K +11,768 +76%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$947K -$20.1K -576 -2%
AF
8
Advisornet Financial
Minnesota
$940K +$635K +18,163 +222%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$790K -$43.4K -1,240 -5%
LPL Financial
10
LPL Financial
California
$762K +$483K +13,811 +183%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$745K
Truist Financial
12
Truist Financial
North Carolina
$648K +$97.5K +2,788 +18%
KAS
13
Kestra Advisory Services
Texas
$616K +$352K +10,054 +139%
KPWS
14
Kestra Private Wealth Services
Texas
$530K -$99.4K -2,843 -16%
CFB
15
Cullen/Frost Bankers
Texas
$462K +$7.8K +223 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$438K -$15.2K -435 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$424K +$416K +11,895 New
HighTower Advisors
18
HighTower Advisors
Illinois
$420K
FTS
19
Fifth Third Securities
Ohio
$399K +$100K +2,861 +34%
BCI
20
Brinker Capital Investments
Pennsylvania
$324K -$53.3K -1,524 -14%
FFA
21
Florida Financial Advisors
Florida
$315K -$53.4K -1,528 -15%
CA
22
CoreCap Advisors
Michigan
$314K +$40.1K +1,148 +15%
SS
23
Sunbelt Securities
Texas
$241K +$37K +1,059 +19%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$233K -$467K -13,354 -67%
MAM
25
MWA Asset Management
Massachusetts
$230K +$3.5K +100 +2%

FBCV Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q4 2025, worth a combined $36M — up 9.9% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBCV positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Savvy Advisors Inc, opening a new position worth an estimated $2.05M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.89M.

  • 41 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q4 2025, up from 37 in Q3 2025.
  • Funds reported $36M of Fidelity Blue Chip Value ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 9 funds opened new Fidelity Blue Chip Value ETF positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q4 2025 was Savvy Advisors Inc, an estimated $2.05M added.
  • The largest Fidelity Blue Chip Value ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2025.