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T. Rowe Price Blue Chip Growth ETF
TCHP

56 hedge funds and large institutions have $97.8M invested in T. Rowe Price Blue Chip Growth ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $82.9M → $97.8M (+$14.9M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

10% more funds holding

Funds holding: 51 → 56 (+5)

1.73% more ownership

Funds ownership: 35.46% → 37.19% (+1.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
21
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Glenview Trust
Kentucky
+$16.2M
2
HG
Harbor Group
New Hampshire
+$2.47M
3
CWM
CMH Wealth Management
New Hampshire
+$1.98M
4
Truist Financial
Truist Financial
North Carolina
+$1.94M
5
Stifel Financial
Stifel Financial
Missouri
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$6.15M
2
NRI
NFP Retirement Inc
California
-$3.37M
3
MTWM
Masso Torrence Wealth Management
New Jersey
-$1.89M
4
MCM
MAI Capital Management
Ohio
-$1.24M
5
FNBSF
First National Bank Sioux Falls
South Dakota
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$13.6K +$14.1K +660 New
MCC
52
Money Concepts Capital
Florida
$9.73K +$10.1K +472 New
IAS
53
IMA Advisory Services
Colorado
$7.13K +$7.37K +346 New
CSWM
54
Cassady Schiller Wealth Management
Ohio
$5.16K +$5.32K +250 New
TFA
55
Toth Financial Advisory
Virginia
$289 – – –
CWP
56
Concord Wealth Partners
Virginia
$206 +$213 +10 New
AWA
57
Arete Wealth Advisors
Illinois
– -$6.15M -292,908 Closed
FNBSF
58
First National Bank Sioux Falls
South Dakota
– -$993K -47,308 Closed
CA
59
Cornerstone Advisory
Maryland
– -$987K -47,018 Closed
MFG
60
Magnus Financial Group
New York
– -$343K -16,328 Closed
LPL Financial
61
LPL Financial
California
– -$321K -15,266 Closed
KPWS
62
Kestra Private Wealth Services
Texas
– -$235K -11,182 Closed
IA
63
IFP Advisors
Florida
– -$154K -6,072 Closed
EWM
64
Evermay Wealth Management
Virginia
– -$5K -245 Closed
1 2
3

TCHP Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2022, worth a combined $97.8M — up 18% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TCHP positions and 8 closed out — a net gain of 6 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Glenview Trust, adding an estimated $16.2M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $6.15M sold.

  • 56 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $97.8M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 14 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2022 and 8 closed out, a net change of +6 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2022 was Glenview Trust, an estimated $16.2M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2022 was Arete Wealth Advisors, an estimated $6.15M sold.

Based on aggregated 13F filings for Q4 2022.