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T. Rowe Price Blue Chip Growth ETF

78 hedge funds and large institutions have $217M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $168M → $217M (+$49.5M)

15% more funds holding

Funds holding: 6878 (+10)

1.96% more ownership

Funds ownership: 44.74%46.7% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
28
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.65M -$20K -690 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.62M +$42.8K +1,475 +3%
CAL
28
Capital Advisors Ltd
Ohio
$1.61M +$92.7K +3,197 +7%
MAA
29
Matrix Asset Advisors
New York
$1.48M +$55.1K +1,902 +4%
GFG
30
Goldstone Financial Group
Illinois
$1.38M -$169K -5,845 -12%
HI
31
Harbour Investments
Wisconsin
$1.31M -$61.7K -2,129 -5%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$58.5K +2,017 +5%
CAL
33
Capital Analysts LLC
Pennsylvania
$1.26M +$77.1K +2,661 +7%
DADC
34
D.A. Davidson & Co
Montana
$1.18M +$291K +10,040 +36%
NA
35
NewEdge Advisors
Louisiana
$1.17M +$42.7K +1,473 +4%
WAM
36
WNY Asset Management
New York
$974K +$71.9K +2,481 +9%
SFC
37
Swisher Financial Concepts
Ohio
$900K +$836K +28,827 New
SWA
38
Stratos Wealth Advisors
Ohio
$868K +$813K +28,061 New
SPC
39
Sigma Planning Corp
Michigan
$859K -$125K -4,298 -13%
RSWM
40
Robertson Stephens Wealth Management
California
$750K -$166K -5,723 -19%
BFC
41
Bedel Financial Consulting
Indiana
$724K -$2.41K -83 -0.4%
ELI
42
Empire Life Investments
Ontario, Canada
$666K +$52.2K +1,800 +9%
Goldman Sachs
43
Goldman Sachs
New York
$622K +$582K +20,092 New
Two Sigma Investments
44
Two Sigma Investments
New York
$548K +$125K +4,300 +32%
VP
45
Verum Partners
North Carolina
$543K -$20.1K -694 -4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$504K +$1.94K +67 +0.4%
MML Investors Services
47
MML Investors Services
Massachusetts
$465K +$59.7K +2,059 +16%
SN
48
Sittner & Nelson
Oregon
$461K +$39K +1,345 +10%
Marshall Wace
49
Marshall Wace
United Kingdom
$417K -$175K -6,029 -31%
PS
50
Principal Securities
Iowa
$413K +$387K +13,350 New

TCHP Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2023, worth a combined $217M — up 29% from $168M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TCHP positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was MJP Associates, opening a new position worth an estimated $7.95M. The largest seller was GeoWealth Management, cutting an estimated $7.19M.

  • 78 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $217M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 15 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2023 was MJP Associates, an estimated $7.95M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2023 was GeoWealth Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2023.