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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$16.5M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$987K |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
+$925K |
| 4 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
|
+$873K |
| 5 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.23M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$583K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$359K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$47.1K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$45.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $17K | +$6.66K | +200 | +67% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | +$9.99K | +300 | New |
|
|
CSWM
53
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $8K | +$8.32K | +250 | New |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $6K | +$4.29K | +129 | New |
|
|
BIMC
55
Benson Investment Management Company
Roanoke,
Virginia
| $5K | – | – | – |
|
|
SWM
56
Spire Wealth Management
Mclean,
Virginia
| $2K | – | – | – |
|
|
GM
57
GeoWealth Management
Chicago,
Illinois
| – | -$583K | -18,282 | Closed |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$359K | -11,261 | Closed |
|
|
HA
59
Herold Advisors
New York
| – | -$44K | -1,400 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$33 | +1 | New |
|
|
CWP
61
Concord Wealth Partners
Abingdon,
Virginia
| – | +$100 | +3 | +43% |
|
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.