T. Rowe Price Blue Chip Growth ETF
TCHP
59 hedge funds and large institutions have $122M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $97.8M → $122M (+$24.5M)
5% more funds holding
Funds holding: 56 → 59 (+3)
1.42% more ownership
Funds ownership: 37.19% → 38.61% (+1.4%)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$6.48M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.8M |
| 3 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$2.75M |
| 4 |
HG
Harbor Group
Bedford,
New Hampshire
|
+$1.27M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
-$1.91M |
| 2 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$1.56M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$931K |
| 4 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
-$739K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$710K |
TCHP Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q1 2023, worth a combined $122M — up 25% from $97.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TCHP positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 26 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $6.48M. The largest seller was Souders Financial Advisors, cutting an estimated $1.91M.
- 59 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q1 2023, up from 56 in Q4 2022.
- Funds reported $122M of T. Rowe Price Blue Chip Growth ETF stock for Q1 2023, up 25% quarter-over-quarter.
- 9 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q1 2023 and 5 closed out, a net change of +4 holders.
- The largest T. Rowe Price Blue Chip Growth ETF buyer in Q1 2023 was Arete Wealth Advisors, an estimated $6.48M added.
- The largest T. Rowe Price Blue Chip Growth ETF seller in Q1 2023 was Souders Financial Advisors, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2023.