We are live on ! Find out more
TCHP icon

T. Rowe Price Blue Chip Growth ETF

78 hedge funds and large institutions have $217M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $168M → $217M (+$49.5M)

15% more funds holding

Funds holding: 6878 (+10)

1.96% more ownership

Funds ownership: 44.74%46.7% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
28
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$360K +$338K +11,643 New
HighTower Advisors
52
HighTower Advisors
Illinois
$355K -$11.6K -401 -3%
LPL Financial
53
LPL Financial
California
$313K -$4.35K -150 -1%
CNBTD
54
Citizens National Bank Trust Department
Mississippi
$312K -$10.6K -365 -3%
RC
55
Roundview Capital
New Jersey
$308K +$67.6K +2,332 +31%
DIA
56
Dana Investment Advisors
Wisconsin
$307K
GM
57
GeoWealth Management
Illinois
$304K -$7.19M -248,161 -96%
BDL
58
Bey-Douglas LLC
Georgia
$299K +$280K +9,663 New
MCM
59
MAI Capital Management
Ohio
$297K -$281K -9,696 -50%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$281K -$3.04K -105 -1%
MMPW
61
Mitchell McLeod Pugh & Williams
Alabama
$263K +$246K +8,490 New
WFA
62
WMG Financial Advisors
Tennessee
$237K
NRI
63
NFP Retirement Inc
California
$237K -$174K -6,016 -44%
KAS
64
Kestra Advisory Services
Texas
$217K +$203K +6,999 New
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$136K -$151K -5,220 -54%
SC
66
Steph & Co
Wisconsin
$116K +$11.6K +399 +12%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$106K +$72.5K +2,501 +244%
SWM
68
Spire Wealth Management
Virginia
$77.4K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$37.8K
PIS
70
POM Investment Strategies
North Carolina
$29.1K +$27.3K +941 New
CIAS
71
Capital Investment Advisory Services
North Carolina
$22.4K +$21K +725 New
LFA
72
Level Financial Advisors
New York
$17.5K +$16.4K +566 New
GWM
73
Geneos Wealth Management
Colorado
$14.4K
UBS Group
74
UBS Group
Switzerland
$8.51K +$7.97K +275 New
Wells Fargo
75
Wells Fargo
California
$5.42K -$71.7K -2,475 -93%

TCHP Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2023, worth a combined $217M — up 29% from $168M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TCHP positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was MJP Associates, opening a new position worth an estimated $7.95M. The largest seller was GeoWealth Management, cutting an estimated $7.19M.

  • 78 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $217M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 15 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2023 was MJP Associates, an estimated $7.95M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2023 was GeoWealth Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2023.