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Fidelity Blue Chip Value ETF

43 hedge funds and large institutions have $41M invested in Fidelity Blue Chip Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $36M → $41M (+$4.95M)

5% more funds holding

Funds holding: 4143 (+2)

0.72% more ownership

Funds ownership: 25.25%25.96% (+0.72%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
9
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
$15M -$271K -7,363 -2%
GS
2
GTS Securities
New York
$5.08M +$5.21M +141,311 New
P
3
&Partners
Tennessee
$3.46M +$12.9K +350 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.02M -$365K -9,895 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.09M -$401K -10,876 -26%
AF
6
Advisornet Financial
Minnesota
$1.04M +$97K +2,631 +10%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$81.9K +2,223 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$944K -$35.6K -967 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$826K +$29.6K +802 +4%
LPL Financial
10
LPL Financial
California
$812K +$44.1K +1,196 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$811K +$392K +10,640 +89%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$755K
KPWS
13
Kestra Private Wealth Services
Texas
$724K +$195K +5,278 +36%
SAI
14
Savvy Advisors Inc
New York
$697K -$1.45M -39,297 -67%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$695K +$259K +7,041 +57%
KAS
16
Kestra Advisory Services
Texas
$685K +$65.7K +1,782 +10%
SS
17
Sunbelt Securities
Texas
$593K +$358K +9,707 +144%
FTS
18
Fifth Third Securities
Ohio
$519K +$119K +3,221 +29%
FFA
19
Florida Financial Advisors
Florida
$496K +$183K +4,974 +56%
CFB
20
Cullen/Frost Bankers
Texas
$481K +$15.5K +421 +3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$460K +$230K +6,247 +96%
Truist Financial
22
Truist Financial
North Carolina
$430K -$229K -6,206 -34%
HighTower Advisors
23
HighTower Advisors
Illinois
$423K
CA
24
CoreCap Advisors
Michigan
$356K +$40.7K +1,105 +13%
Bank of America
25
Bank of America
North Carolina
$355K +$363K +9,862 New

FBCV Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q1 2026, worth a combined $41M — up 14% from $36M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FBCV positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $5.21M. The largest seller was Savvy Advisors Inc, cutting an estimated $1.45M.

  • 43 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $41M of Fidelity Blue Chip Value ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 8 funds opened new Fidelity Blue Chip Value ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q1 2026 was GTS Securities, an estimated $5.21M added.
  • The largest Fidelity Blue Chip Value ETF seller in Q1 2026 was Savvy Advisors Inc, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2026.