T. Rowe Price Blue Chip Growth ETF
TCHP
59 hedge funds and large institutions have $99M invested in T. Rowe Price Blue Chip Growth ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $84.4M → $99M (+$14.6M)
3.69% more ownership
Funds ownership: 30.8% → 34.48% (+3.7%)
4% more funds holding
Funds holding: 57 → 59 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$15.6M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
+$2.67M |
| 3 |
TCOK
Trust Company of Kansas
Wichita,
Kansas
|
+$1.96M |
| 4 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
+$1.92M |
| 5 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$6.96M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.03M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$727K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$419K |
| 5 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
51
McCarthy Asset Management
Redwood Shores,
California
| $33K | – | – | – |
|
|
CAL
52
Capital Advisors Ltd
Shaker Heights,
Ohio
| $31K | – | – | – |
|
53
National Bank of Canada
Montreal,
Quebec, Canada
| $29K | – | – | – |
|
|
CAL
54
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $17K | +$2.17K | +75 | +15% |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $9K | – | – | – |
|
|
EWM
56
Evermay Wealth Management
Arlington,
Virginia
| $7K | +$7.07K | +245 | New |
|
|
BIMC
57
Benson Investment Management Company
Roanoke,
Virginia
| $4K | – | – | – |
|
|
SWM
58
Spire Wealth Management
Mclean,
Virginia
| $1K | – | – | – |
|
|
59
Citadel Advisors
Miami,
Florida
| – | -$419K | -12,638 | Closed |
|
|
SFWA
60
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| – | -$231K | -7,055 | Closed |
|
61
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$48K | -1,450 | Closed |
|
|
CSWM
62
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | -$8K | -250 | Closed |
|
|
TFA
63
Toth Financial Advisory
Leesburg,
Virginia
| – | +$173 | +6 | New |
|
TCHP Hedge Fund Activity: Q1 2022 in Review
59 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q1 2022, worth a combined $99M — up 17% from $84.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TCHP positions and 5 closed out — a net gain of 3 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $15.6M. The largest seller was Arete Wealth Advisors, cutting an estimated $6.96M.
- 59 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q1 2022, up from 57 in Q4 2021.
- Funds reported $99M of T. Rowe Price Blue Chip Growth ETF stock for Q1 2022, up 17% quarter-over-quarter.
- 8 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
- The largest T. Rowe Price Blue Chip Growth ETF buyer in Q1 2022 was GeoWealth Management, an estimated $15.6M added.
- The largest T. Rowe Price Blue Chip Growth ETF seller in Q1 2022 was Arete Wealth Advisors, an estimated $6.96M sold.
Based on aggregated 13F filings for Q1 2022.