We are live on ! Find out more
TCHP icon

T. Rowe Price Blue Chip Growth ETF
TCHP

42 hedge funds and large institutions have $48.5M invested in T. Rowe Price Blue Chip Growth ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

35% more funds holding

Funds holding: 31 → 42 (+11)

10% more capital invested

Capital invested by funds: $44.3M → $48.5M (+$4.21M)

4.65% less ownership

Funds ownership: 25.59% → 20.94% (-4.6%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
22
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Souders Financial Advisors
Ohio
+$3.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$2.78M
3
AIP
Ahrens Investment Partners
Louisiana
+$1.96M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$903K
5
NRI
NFP Retirement Inc
California
+$814K

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$16M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$272K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$101K
4
SC
Steph & Co
Wisconsin
-$55K
5
Wells Fargo
Wells Fargo
California
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
26
P.J. Schmidt Investment Management (PJS)
Wisconsin
$341K – – –
KAS
27
Kestra Advisory Services
Texas
$298K +$307K +9,338 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$285K -$101K -3,060 -26%
CPA
29
Clear Perspective Advisors
Illinois
$280K +$289K +8,770 New
CAN
30
Cetera Advisor Networks
California
$254K +$262K +7,954 New
CA
31
Calton & Associates
Florida
$224K +$232K +7,052 New
FNBSF
32
First National Bank Sioux Falls
South Dakota
$213K +$220K +6,679 New
CIA
33
Cascade Investment Advisors
Oregon
$99.8K +$57K +1,733 +124%
HA
34
Herold Advisors
New York
$44K +$46.1K +1,400 New
MAM
35
McCarthy Asset Management
California
$36K – – –
CAL
36
Capital Advisors Ltd
Ohio
$34K +$28K +850 +407%
GWM
37
Geneos Wealth Management
Colorado
$32K – – –
APA
38
American Portfolios Advisors
New York
$22.5K +$21.9K +666 +1,665%
CAL
39
Capital Analysts LLC
Pennsylvania
$10K +$9.87K +300 New
BIMC
40
Benson Investment Management Company
Virginia
$5K +$4.94K +150 New
CWC
41
Carolinas Wealth Consulting
North Carolina
$2K -$99 -3 -6%
SWM
42
Spire Wealth Management
Virginia
$2K +$1.68K +51 New
AWA
43
Arete Wealth Advisors
Illinois
– -$16M -505,197 Closed
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
– -$272K -8,598 Closed
SC
45
Steph & Co
Wisconsin
– -$55K -1,750 Closed
Wells Fargo
46
Wells Fargo
California
– -$1K -40 Closed
CWP
47
Concord Wealth Partners
Virginia
– +$230 +7 New
1
2

TCHP Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q3 2021, worth a combined $48.5M — up 9.5% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TCHP positions and 4 closed out — a net gain of 11 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was Souders Financial Advisors, opening a new position worth an estimated $3.5M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $16M sold.

  • 42 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q3 2021, up from 31 in Q2 2021.
  • Funds reported $48.5M of T. Rowe Price Blue Chip Growth ETF stock for Q3 2021, up 9.5% quarter-over-quarter.
  • 15 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q3 2021 and 4 closed out, a net change of +11 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q3 2021 was Souders Financial Advisors, an estimated $3.5M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q3 2021 was Arete Wealth Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2021.