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T. Rowe Price Blue Chip Growth ETF
TCHP

67 hedge funds and large institutions have $155M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $122M → $155M (+$33.1M)

14% more funds holding

Funds holding: 59 → 67 (+8)

4.6% more ownership

Funds ownership: 38.61% → 43.21% (+4.6%)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
21
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.93M
2
Bank of America
Bank of America
North Carolina
+$7.3M
3
AO
Advisor OS
Illinois
+$2.95M
4
RL
Retireful LLC
Michigan
+$2.17M
5
GT
Glenview Trust
Kentucky
+$1.9M

Top Sellers

1
CWM
CMH Wealth Management
New Hampshire
-$6.48M
2
AWA
Arete Wealth Advisors
Illinois
-$5.91M
3
GM
GeoWealth Management
Illinois
-$3M
4
LW
Linscomb Wealth
Texas
-$1.32M
5
KIG
Kowal Investment Group
Wisconsin
-$563K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.08M +$145K +5,679 +17%
CAL
27
Capital Analysts LLC
Pennsylvania
$1.08M -$54.6K -2,138 -5%
HI
28
Harbour Investments
Wisconsin
$1.04M +$661K +25,916 +227%
NA
29
NewEdge Advisors
Louisiana
$1M +$917K +35,914 New
MAA
30
Matrix Asset Advisors
New York
$935K +$229K +8,987 +37%
WAM
31
WNY Asset Management
New York
$803K +$23.7K +930 +3%
DADC
32
D.A. Davidson & Co
Montana
$759K +$5.87K +230 +0.9%
NRI
33
NFP Retirement Inc
California
$710K -$461K -18,058 -41%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$650K -$356K -13,951 -37%
BFC
35
Bedel Financial Consulting
Indiana
$644K +$23K +903 +4%
Goldman Sachs
36
Goldman Sachs
New York
$560K +$513K +20,092 New
CAN
37
Cetera Advisor Networks
California
$555K -$26.9K -1,052 -5%
MCM
38
MAI Capital Management
Ohio
$540K -$105K -4,110 -18%
ELI
39
Empire Life Investments
Ontario, Canada
$531K +$12.8K +500 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$435K +$67.1K +2,628 +20%
WFA
41
WMG Financial Advisors
Tennessee
$406K +$81.2K +3,180 +28%
SN
42
Sittner & Nelson
Oregon
$356K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$330K -$2.55K -100 -0.8%
MML Investors Services
44
MML Investors Services
Massachusetts
$313K -$12.4K -484 -4%
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$301K +$276K +10,811 New
DIA
46
Dana Investment Advisors
Wisconsin
$276K +$253K +9,916 New
KAS
47
Kestra Advisory Services
Texas
$261K +$239K +9,360 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$252K +$234K +9,170 New
DWM
49
Destination Wealth Management
California
$251K +$230K +8,993 New
AAS
50
Ameritas Advisory Services
Nebraska
$233K -$23.8K -931 -10%
1
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TCHP Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q2 2023, worth a combined $155M — up 27% from $122M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TCHP positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.93M. The largest seller was CMH Wealth Management, cutting an estimated $6.48M.

  • 67 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $155M of T. Rowe Price Blue Chip Growth ETF stock for Q2 2023, up 27% quarter-over-quarter.
  • 17 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q2 2023 and 8 closed out, a net change of +9 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $7.93M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q2 2023 was CMH Wealth Management, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2023.