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T. Rowe Price Blue Chip Growth ETF

68 hedge funds and large institutions have $168M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $155M → $168M (+$12.5M)

1.53% more ownership

Funds ownership: 43.21%44.74% (+1.5%)

1% more funds holding

Funds holding: 6768 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
33
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$1.33M +$7.91K +282 +0.6%
MAA
27
Matrix Asset Advisors
New York
$1.25M +$349K +12,463 +37%
HI
28
Harbour Investments
Wisconsin
$1.21M +$199K +7,099 +19%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$1.1M +39,063 New
CAL
30
Capital Analysts LLC
Pennsylvania
$1.03M -$19.3K -690 -2%
NA
31
NewEdge Advisors
Louisiana
$948K -$27.8K -993 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$896K +$271K +9,678 +41%
SPC
33
Sigma Planning Corp
Michigan
$871K +$899K +32,068 New
RSWM
34
Robertson Stephens Wealth Management
California
$813K +$840K +29,949 New
WAM
35
WNY Asset Management
New York
$787K +$5.02K +179 +0.6%
DADC
36
D.A. Davidson & Co
Montana
$766K +$27.7K +987 +4%
BFC
37
Bedel Financial Consulting
Indiana
$637K +$9.95K +355 +2%
ELI
38
Empire Life Investments
Ontario, Canada
$538K +$19.6K +700 +4%
Marshall Wace
39
Marshall Wace
United Kingdom
$530K +$547K +19,499 New
MCM
40
MAI Capital Management
Ohio
$524K -$2.08K -74 -0.4%
VP
41
Verum Partners
North Carolina
$495K +$511K +18,233 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$441K +$17.3K +616 +4%
NRI
43
NFP Retirement Inc
California
$372K -$331K -11,799 -46%
SN
44
Sittner & Nelson
Oregon
$368K +$22.4K +800 +6%
Two Sigma Investments
45
Two Sigma Investments
New York
$364K +$376K +13,400 New
MML Investors Services
46
MML Investors Services
Massachusetts
$352K +$48.6K +1,732 +15%
HighTower Advisors
47
HighTower Advisors
Illinois
$318K -$2.8K -100 -0.8%
CNBTD
48
Citizens National Bank Trust Department
Mississippi
$284K +$78.4K +2,795 +36%
LPL Financial
49
LPL Financial
California
$278K +$76.7K +2,735 +36%
DIA
50
Dana Investment Advisors
Wisconsin
$269K

TCHP Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q3 2023, worth a combined $168M — up 8.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TCHP positions and 7 closed out — a net gain of 1 holder — while 33 added to existing stakes and 20 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $7.23M. The largest seller was Retireful LLC, exiting entirely with an estimated $2.37M sold.

  • 68 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $168M of T. Rowe Price Blue Chip Growth ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 8 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q3 2023 was GeoWealth Management, an estimated $7.23M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q3 2023 was Retireful LLC, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2023.