Fidelity Blue Chip Growth

FBCG • BATS

Fidelity Blue Chip Growth is an exchange-traded fund on BATS. As of Q3 2025, 215 institutional investors hold shares in this ETF, with total holdings valued at $3.8B. FMR LLC is the largest holder with a position valued at $1.0B.

Overview

Overview of institutional ownership in FBCG as of Q3 2025

All Institutions

Institutions: 215
Value Held: $3.8B
Shares Held: 71.1M
Avg Position: $17.5M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 3
Value Held: $10.8M
Shares Held: 200.8K
Avg Position: $3.6M
Median Position: $933.7K

Biggest Investors

Institutions with the largest positions in FBCG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$1.0B 0.05% of portfolio	18.8M shares	Q3 2021 Held for 4y 2m	$1.92T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$499.5M 0.03% of portfolio	9.3M shares	Q4 2022 Held for 2y 11m	$1.56T
Dynasty Wealth Management, LLC Fund of Funds	Shirl Thomas Penney CEO	$376.2M 5.03% of portfolio	7.0M shares	Q2 2024 Held for 1y 5m	$7.5B
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	Jeffrey Thomas Dobyns CEO	$343.0M 6.52% of portfolio	7.2M shares	Q4 2024 Held for 11 months	$5.3B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$152.4M 0.21% of portfolio	2.8M shares	Q4 2020 Held for 4y 11m	$71.1B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$83.5M 0.01% of portfolio	1.6M shares	Q2 2022 Held for 3y 5m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$66.1M 0.00% of portfolio	1.2M shares	Q4 2020 Held for 4y 11m	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$60.8M 0.02% of portfolio	1.1M shares	Q4 2021 Held for 3y 11m	$341.99B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$60.4M 0.16% of portfolio	1.1M shares	Q4 2021 Held for 3y 11m	$36.7B
Goodwin Investment Advisory RIA/Wealth	Timothy John Goodwin President	$51.6M 55.34% of portfolio	961.8K shares	Q1 2022 Held for 3y 8m	$93.3M

Net Capital Flow

Institutional buying and selling activity for FBCG in Q3 2025

Traded: +$116.9M
Buyers: 135
Sellers: 65
Total Bought: +$357.5M
Total Sold: −$240.6M
Avg Position: $16.2M

Biggest Buyers

Institution	Net Bought	Current Position
Dynasty Wealth Management, LLC Fund of Funds	+$80.7M +1.5M shares	$376.2M 7.0M shares
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	+$45.3M +948.6K shares	$343.0M 7.2M shares
Cetera Investment Advisers RIA/Wealth	+$24.3M +452.0K shares	$47.1M 878.2K shares
R Resources Investment Advisors, Inc. Pension/Endowment	+$23.5M +438.0K shares	$41.1M 766.3K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	+$22.4M +417.5K shares	$28.3M 528.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$21.9M +408.2K shares	$60.8M 1.1M shares
MORGAN STANLEY RIA/Wealth	+$15.2M +283.9K shares	$66.1M 1.2M shares
MAI Wealth Advisors RIA/Wealth	+$11.9M +222.5K shares	$12.0M 222.7K shares
AMERIPRISE FINANCIAL INC Institution	+$5.7M +105.6K shares	$5.7M 105.6K shares
CWM, LLC RIA/Wealth	+$5.1M +94.8K shares	$50.8M 946.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$97.4M −1.8M shares	$1.0B 18.8M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$70.0M −1.3M shares	$15.5M 288.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$23.8M −444.1K shares	$9.6M 178.6K shares
Sowell Financial Services LLC RIA/Wealth	−$7.6M −157.8K shares	Sold Off 0 shares
Creative Planning RIA/Wealth	−$6.5M −121.8K shares	$8.1M 150.1K shares
UBS Group AG Institution	−$4.8M −88.7K shares	$42.2M 785.8K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	−$3.2M −59.5K shares	$6.7M 124.2K shares
First Heartland Consultants, Inc. RIA/Wealth	−$3.0M −56.1K shares	$7.3M 135.4K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	−$2.9M −54.2K shares	$933.0K 17.4K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$2.9M −53.1K shares	$152.4M 2.8M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FBCG in Q3 2025

New Positions: 27
New Value: $20.6M
Exited Positions: 18
Exited Value: $16.2M

New Positions

Institution	Position Value
AMERIPRISE FINANCIAL INC Institution	$5.7M 105.6K shares
C C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors RIA/Wealth	$5.0M 93.1K shares
Brookstone Capital Management RIA/Wealth	$2.0M 37.0K shares
B BRADLEY FOSTER & SARGENT INC/CT RIA/Wealth	$1.3M 24.8K shares
Traveka Wealth, LLC RIA/Wealth	$971.6K 18.1K shares
D DAVIDSON D A & CO Institution	$935.1K 17.4K shares
October Effect Ltd RIA/Wealth	$787.5K 14.7K shares
CITIGROUP INC Institution	$483.2K 9.0K shares
E Elevation Capital Advisory, LLC RIA/Wealth	$400.9K 7.5K shares
F FSA Advisors, Inc. Institution	$333.3K 6.2K shares

Exited Positions

Institution	Previous Position
Sowell Financial Services LLC RIA/Wealth	$7.6M 157.8K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.7M 56.9K shares
G GTS SECURITIES LLC Institution	$1.1M 23.4K shares
Marshall Wace LLP Institution	$1.0M 21.6K shares
GOLDMAN SACHS GROUP INC Institution	$697.8K 14.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$649.9K 13.5K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$537.6K 11.1K shares
J JANE STREET GROUP, LLC Institution	$334.4K 6.9K shares
IVC Wealth Advisors LLC RIA/Wealth	$325.4K 6.7K shares
Victrix Investment Advisors RIA/Wealth	$288.5K 6.0K shares

Options Activity

Institutions with the largest Call and Put options positions in FBCG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FBCG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Goodwin Investment Advisory RIA/Wealth	Timothy John Goodwin President	55.34% $51.6M	961.8K shares	Q1 2022 Held for 3y 8m	$93.3M
Sowa Financial Group, Inc. RIA/Wealth	Donna Grace Sowa Allard President	21.07% $30.7M	572.5K shares	Q2 2024 Held for 1y 5m	$145.8M
ACCREDITED INVESTOR SERVICES, LLC RIA/Wealth	Cathy Lynne Juilfs CEO	16.42% $23.9M	445.1K shares	Q4 2024 Held for 11 months	$145.5M
K KFA Private Wealth Group, LLC RIA/Wealth	John Robert Fennig Managing Partner	13.69% $47.9M	893.5K shares	Q1 2024 Held for 1y 8m	$350.1M
BG Investment Services, Inc. RIA/Wealth	Donald Harvey Clark CCO	12.73% $12.9M	240.5K shares	Q4 2024 Held for 11 months	$101.4M
Centerline Wealth Advisors, LLC Real Assets	Alexander Jason Valner President	9.61% $22.1M	411.4K shares	Q4 2024 Held for 11 months	$229.7M
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	Jeffrey Thomas Dobyns CEO	6.52% $343.0M	7.2M shares	Q4 2024 Held for 11 months	$5.3B
Salus Financial Advisors, LLC RIA/Wealth	James J Spinelli CEO	6.47% $10.5M	195.4K shares	Q1 2025 Held for 8 months	$162.1M
Variant Private Wealth, LLC RIA/Wealth	Caleb Shough CFO	5.05% $5.5M	101.9K shares	Q1 2025 Held for 8 months	$108.2M
AssuredPartners Investment Advisors, LLC RIA/Wealth	Justin P. Callaham President	5.04% $22.6M	420.5K shares	Q4 2024 Held for 11 months	$447.4M

Hedge Fund Spotlight

Discover hedge funds investing in FBCG

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in Fidelity Blue Chip Growth

Market Value: $257.4K
Shares Held: 4.8K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$233.6M	2.41%
2 Microsoft MSFT	Software - Infrastructure Technology	$138.5M	1.43%
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$122.3M	1.26%