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T. Rowe Price Blue Chip Growth ETF
TCHP

59 hedge funds and large institutions have $122M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more capital invested

Capital invested by funds: $97.8M → $122M (+$24.5M)

5% more funds holding

Funds holding: 56 → 59 (+3)

1.42% more ownership

Funds ownership: 37.19% → 38.61% (+1.4%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
19
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
+$6.48M
2
GM
GeoWealth Management
Illinois
+$2.8M
3
GT
Glenview Trust
Kentucky
+$2.75M
4
HG
Harbor Group
New Hampshire
+$1.27M
5
Bank of America
Bank of America
North Carolina
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
SFA
Souders Financial Advisors
Ohio
-$1.91M
2
MTWM
Masso Torrence Wealth Management
New Jersey
-$1.56M
3
Stifel Financial
Stifel Financial
Missouri
-$931K
4
WFA
WMG Financial Advisors
Tennessee
-$739K
5
Citadel Advisors
Citadel Advisors
Florida
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$20.7K -$5.04K -225 -21%
BAM
52
Belpointe Asset Management
Nevada
$15.8K – – –
GI
53
Gradient Investments
Minnesota
$4.08K +$3.81K +170 New
CSWM
54
Cassady Schiller Wealth Management
Ohio
$3.93K -$1.93K -86 -34%
SWM
55
Spire Wealth Management
Virginia
$2.64K +$2.46K +110 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.37K +$214K +9,565 +20%
TFA
57
Toth Financial Advisory
Virginia
$336 – – –
CWP
58
Concord Wealth Partners
Virginia
$240 – – –
JP Morgan Chase
59
JP Morgan Chase
New York
$86 -$65.9K -2,943 -100%
Wells Fargo
60
Wells Fargo
California
$12 – – –
MTWM
61
Masso Torrence Wealth Management
New Jersey
– -$1.56M -75,581 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$710K -34,447 Closed
UBS Group
63
UBS Group
Switzerland
– -$120K -5,843 Closed
MCC
64
Money Concepts Capital
Florida
– -$9.73K -472 Closed
IAS
65
IMA Advisory Services
Colorado
– -$7.13K -346 Closed
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TCHP Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q1 2023, worth a combined $122M — up 25% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TCHP positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $6.48M. The largest seller was Souders Financial Advisors, cutting an estimated $1.91M.

  • 59 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $122M of T. Rowe Price Blue Chip Growth ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 9 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q1 2023 and 5 closed out, a net change of +4 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q1 2023 was Arete Wealth Advisors, an estimated $6.48M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q1 2023 was Souders Financial Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2023.