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T. Rowe Price Blue Chip Growth ETF
TCHP

67 hedge funds and large institutions have $155M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $122M → $155M (+$33.1M)

14% more funds holding

Funds holding: 59 → 67 (+8)

4.6% more ownership

Funds ownership: 38.61% → 43.21% (+4.6%)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
21
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.93M
2
Bank of America
Bank of America
North Carolina
+$7.3M
3
AO
Advisor OS
Illinois
+$2.95M
4
RL
Retireful LLC
Michigan
+$2.17M
5
GT
Glenview Trust
Kentucky
+$1.9M

Top Sellers

1
CWM
CMH Wealth Management
New Hampshire
-$6.48M
2
AWA
Arete Wealth Advisors
Illinois
-$5.91M
3
GM
GeoWealth Management
Illinois
-$3M
4
LW
Linscomb Wealth
Texas
-$1.32M
5
KIG
Kowal Investment Group
Wisconsin
-$563K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
51
Townsend Asset Management
North Carolina
$231K -$251K -9,850 -54%
CNBTD
52
Citizens National Bank Trust Department
Mississippi
$214K +$94.5K +3,703 +93%
RC
53
Roundview Capital
New Jersey
$211K +$194K +7,584 New
LPL Financial
54
LPL Financial
California
$210K +$192K +7,518 New
Stifel Financial
55
Stifel Financial
Missouri
$209K -$467K -18,298 -71%
MAG
56
Mokosak Advisory Group
Iowa
$208K +$191K +7,464 New
SC
57
Steph & Co
Wisconsin
$94.4K -$57K -2,234 -40%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$34K +$31K +1,216 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$28.3K – – –
AF
60
Allworth Financial
California
$21.2K +$19.4K +759 New
GWM
61
Geneos Wealth Management
Colorado
$13K -$10.2K -400 -46%
CSWM
62
Cassady Schiller Wealth Management
Ohio
$4.57K – – –
SWM
63
Spire Wealth Management
Virginia
$3.07K – – –
TFA
64
Toth Financial Advisory
Virginia
$391 – – –
JP Morgan Chase
65
JP Morgan Chase
New York
$337 +$204 +8 +200%
CWP
66
Concord Wealth Partners
Virginia
$279 – – –
Wells Fargo
67
Wells Fargo
California
$14 +$26 +1 New
GM
68
GeoWealth Management
Illinois
– -$3M -125,055 Closed
IA
69
Insight Advisors
Pennsylvania
– -$425K -17,738 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$402K -16,746 Closed
FTUS
71
Flow Traders U.S.
New York
– -$360K -15,000 Closed
CIA
72
Cascade Investment Advisors
Oregon
– -$86.9K -3,625 Closed
PCA
73
Providence Capital Advisors
North Carolina
– -$53.7K -2,239 Closed
BAM
74
Belpointe Asset Management
Nevada
– -$15.8K -660 Closed
GI
75
Gradient Investments
Minnesota
– -$4.08K -170 Closed
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TCHP Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q2 2023, worth a combined $155M — up 27% from $122M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TCHP positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.93M. The largest seller was CMH Wealth Management, cutting an estimated $6.48M.

  • 67 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $155M of T. Rowe Price Blue Chip Growth ETF stock for Q2 2023, up 27% quarter-over-quarter.
  • 17 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q2 2023 and 8 closed out, a net change of +9 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $7.93M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q2 2023 was CMH Wealth Management, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2023.