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T. Rowe Price Blue Chip Growth ETF
TCHP

68 hedge funds and large institutions have $168M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $155M → $168M (+$12.5M)

1.53% more ownership

Funds ownership: 43.21% → 44.74% (+1.5%)

1% more funds holding

Funds holding: 67 → 68 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
33
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$7.23M
2
CAN
Cetera Advisor Networks
California
+$2.75M
3
Bank of America
Bank of America
North Carolina
+$2.49M
4
GT
Glenview Trust
Kentucky
+$2.49M
5
AO
Advisor OS
Illinois
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
RL
Retireful LLC
Michigan
-$2.37M
2
AWA
Arete Wealth Advisors
Illinois
-$1.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$635K
4
Goldman Sachs
Goldman Sachs
New York
-$560K
5
CWM
CMH Wealth Management
New Hampshire
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
51
Glass Jacobson Investment Advisors
Maryland
$261K -$33.4K -1,193 -11%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$249K – – –
AAS
53
Ameritas Advisory Services
Nebraska
$247K +$14K +500 +6%
Stifel Financial
54
Stifel Financial
Missouri
$221K +$18.2K +648 +9%
WFA
55
WMG Financial Advisors
Tennessee
$208K -$193K -6,877 -47%
RC
56
Roundview Capital
New Jersey
$207K +$701 +25 +0.3%
MAG
57
Mokosak Advisory Group
Iowa
$203K -$28 -1 -0%
SC
58
Steph & Co
Wisconsin
$91K -$1.01K -36 -1%
Wells Fargo
59
Wells Fargo
California
$72K +$74.3K +2,649 +264,900%
SWM
60
Spire Wealth Management
Virginia
$65.6K +$64.7K +2,307 +2,097%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$34.9K – – –
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$27.6K – – –
AF
63
Allworth Financial
California
$20.6K – – –
GWM
64
Geneos Wealth Management
Colorado
$12.6K – – –
DFA
65
DHJJ Financial Advisors
Illinois
$2.31K +$2.38K +85 New
JP Morgan Chase
66
JP Morgan Chase
New York
$915 +$589 +21 +175%
TFA
67
Toth Financial Advisory
Virginia
$489 +$112 +4 +29%
CWP
68
Concord Wealth Partners
Virginia
$272 – – –
RL
69
Retireful LLC
Michigan
– -$2.37M -84,899 Closed
AWA
70
Arete Wealth Advisors
Illinois
– -$1.61M -57,862 Closed
Goldman Sachs
71
Goldman Sachs
New York
– -$560K -20,092 Closed
KAS
72
Kestra Advisory Services
Texas
– -$261K -9,360 Closed
DWM
73
Destination Wealth Management
California
– -$251K -8,993 Closed
TAM
74
Townsend Asset Management
North Carolina
– -$231K -8,276 Closed
CSWM
75
Cassady Schiller Wealth Management
Ohio
– -$4.57K -164 Closed
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TCHP Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q3 2023, worth a combined $168M — up 8.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TCHP positions and 7 closed out — a net gain of 1 holder — while 33 added to existing stakes and 20 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $7.23M. The largest seller was Retireful LLC, exiting entirely with an estimated $2.37M sold.

  • 68 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $168M of T. Rowe Price Blue Chip Growth ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 8 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q3 2023 was GeoWealth Management, an estimated $7.23M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q3 2023 was Retireful LLC, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2023.