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T. Rowe Price Blue Chip Growth ETF
TCHP

16 hedge funds and large institutions have $10.3M invested in T. Rowe Price Blue Chip Growth ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

391% more capital invested

Capital invested by funds: $2.09M → $10.3M (+$8.19M)

300% more funds holding

Funds holding: 4 → 16 (+12)

8.83% more ownership

Funds ownership: 7.78% → 16.61% (+8.8%)

Holders
16
Holders Change
+12
Holders Change %
+300%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.14M
2
SAM
Summit Asset Management
Tennessee
+$1.26M
3
NRI
NFP Retirement Inc
California
+$612K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$495K
5
CA
Cornerstone Advisory
Maryland
+$390K

Top Sellers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$290K
2
UBS Group
UBS Group
Switzerland
-$40K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.22M +$2.14M +79,227 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.05M +$142K +5,250 +8%
SAM
3
Summit Asset Management
Tennessee
$1.31M +$1.26M +46,821 New
HG
4
Harbor Group
New Hampshire
$1.13M +$1.09M +40,287 New
NRI
5
NFP Retirement Inc
California
$636K +$612K +22,649 New
WAM
6
WNY Asset Management
New York
$628K +$604K +22,360 New
KIG
7
Kowal Investment Group
Wisconsin
$568K +$551K +20,394 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$515K +$495K +18,337 New
CA
9
Cornerstone Advisory
Maryland
$406K +$390K +14,458 New
TAM
10
Townsend Asset Management
North Carolina
$235K +$226K +8,382 New
MCC
11
Money Concepts Capital
Florida
$230K +$221K +8,186 New
PJSIMP
12
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$204K +7,571 New
MAM
13
McCarthy Asset Management
California
$100K +$96K +3,554 New
GWM
14
Geneos Wealth Management
Colorado
$28K +$34.9K +1,292 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$10K – – –
CAL
16
Capital Advisors Ltd
Ohio
$6K +$5.64K +209 New
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
– -$290K -11,191 Closed
UBS Group
18
UBS Group
Switzerland
– -$40K -1,542 Closed

TCHP Hedge Fund Activity: Q4 2020 in Review

16 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2020, worth a combined $10.3M — up 391% from $2.09M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TCHP positions and 2 closed out — a net gain of 12 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $2.14M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $290K sold.

  • 16 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2020, up from 4 in Q3 2020.
  • Funds reported $10.3M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2020, up 391% quarter-over-quarter.
  • 14 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2020 and 2 closed out, a net change of +12 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2020 was Bank of Montreal, an estimated $2.14M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2020 was Cary Street Partners Investment Advisory, an estimated $290K sold.

Based on aggregated 13F filings for Q4 2020.