T. Rowe Price Blue Chip Growth ETF
TCHP
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.
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: 68 → 78 (+10)
1.96% more ownership
Funds ownership: 44.74% → 46.7% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
MJP Associates
Farmington,
Connecticut
|
+$7.95M |
| 2 |
TCOK
Trust Company of Kansas
Wichita,
Kansas
|
+$4.69M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.9M |
| 4 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$3.87M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.19M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$2.88M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.04M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$464K |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
76
DHJJ Financial Advisors
Naperville,
Illinois
| $2.63K | – | – | – |
|
|
TFA
77
Toth Financial Advisory
Leesburg,
Virginia
| $558 | – | – | – |
|
78
JP Morgan Chase
New York
| $102 | -$870 | -30 | -91% |
|
|
EFL
79
ERn Financial LLC
Middleton,
Wisconsin
| – | -$2.88M | -106,155 | Closed |
|
|
AAS
80
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$247K | -8,947 | Closed |
|
|
MAG
81
Mokosak Advisory Group
Urbandale,
Iowa
| – | -$203K | -7,463 | Closed |
|
|
AF
82
Allworth Financial
Folsom,
California
| – | -$20.6K | -759 | Closed |
|
|
CWP
83
Concord Wealth Partners
Abingdon,
Virginia
| – | -$272 | -10 | Closed |
|
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.