We are live on ! Find out more
TCHP icon

T. Rowe Price Blue Chip Growth ETF
TCHP

57 hedge funds and large institutions have $84.4M invested in T. Rowe Price Blue Chip Growth ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

480% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 5

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

74% more capital invested

Capital invested by funds: $48.5M → $84.4M (+$35.9M)

36% more funds holding

Funds holding: 42 → 57 (+15)

9.86% more ownership

Funds ownership: 20.94% → 30.8% (+9.9%)

Holders
57
Holders Change
+15
Holders Change %
+35.71%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
29
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
+$16.5M
2
MML Investors Services
MML Investors Services
Massachusetts
+$987K
3
LW
Linscomb Wealth
Texas
+$925K
4
CNBTD
Citizens National Bank Trust Department
Mississippi
+$873K
5
KIG
Kowal Investment Group
Wisconsin
+$838K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$1.23M
2
GM
GeoWealth Management
Illinois
-$583K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$359K
4
CAN
Cetera Advisor Networks
California
-$47.1K
5
KAS
Kestra Advisory Services
Texas
-$45.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$654K -$32K -962 -5%
AWM
27
Axxcess Wealth Management
California
$574K +$576K +17,297 New
EFL
28
ERn Financial LLC
Wisconsin
$566K +$60.5K +1,817 +12%
KPWS
29
Kestra Private Wealth Services
Texas
$535K +$145K +4,351 +37%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501K +$222K +6,656 +65%
ACP
31
Aveo Capital Partners
Colorado
$476K +$54.1K +1,626 +13%
FFA
32
First Foundation Advisors
California
$449K +$47.4K +1,423 +12%
Citadel Advisors
33
Citadel Advisors
Florida
$419K +$421K +12,638 New
FNBSF
34
First National Bank Sioux Falls
South Dakota
$405K +$184K +5,534 +83%
CPA
35
Clear Perspective Advisors
Illinois
$347K +$56.8K +1,705 +19%
KAS
36
Kestra Advisory Services
Texas
$265K -$45.3K -1,361 -15%
CA
37
Calton & Associates
Florida
$261K +$28.3K +849 +12%
LHEI
38
Leo H. Evart Inc
California
$243K +$244K +7,334 New
SFWA
39
Summit Financial Wealth Advisors
Louisiana
$231K +$235K +7,055 New
CAN
40
Cetera Advisor Networks
California
$217K -$47.1K -1,416 -18%
CWC
41
Carolinas Wealth Consulting
North Carolina
$136K +$135K +4,050 +8,438%
CIA
42
Cascade Investment Advisors
Oregon
$112K +$8.56K +257 +8%
UBS Group
43
UBS Group
Switzerland
$49K +$49.4K +1,483 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$48K +$48.3K +1,450 New
Bank of America
45
Bank of America
North Carolina
$45K +$45.1K +1,355 New
GWM
46
Geneos Wealth Management
Colorado
$40K +$6.99K +210 +21%
MAM
47
McCarthy Asset Management
California
$37K – – –
CAL
48
Capital Advisors Ltd
Ohio
$35K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$33K +$33.3K +1,000 New
APA
50
American Portfolios Advisors
New York
$23.4K – – –
1
2
3

TCHP Hedge Fund Activity: Q4 2021 in Review

57 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2021, worth a combined $84.4M — up 74% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TCHP positions and 3 closed out — a net gain of 15 holders — while 29 added to existing stakes and 5 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $16.5M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.23M.

  • 57 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $84.4M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2021, up 74% quarter-over-quarter.
  • 18 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2021 and 3 closed out, a net change of +15 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2021 was Arete Wealth Advisors, an estimated $16.5M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2021 was Ahrens Investment Partners, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2021.