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T. Rowe Price Blue Chip Growth ETF

31 hedge funds and large institutions have $44.3M invested in T. Rowe Price Blue Chip Growth ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

166% more capital invested

Capital invested by funds: $16.7M → $44.3M (+$27.6M)

48% more funds holding

Funds holding: 2131 (+10)

9.69% more ownership

Funds ownership: 15.89%25.59% (+9.7%)

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
14
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$16M +$15.2M +505,197 New
NRI
2
NFP Retirement Inc
California
$3.96M +$2.17M +72,314 +136%
HG
3
Harbor Group
New Hampshire
$3.85M +$1.48M +49,307 +68%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.04M +$309K +10,301 +12%
TCOK
5
Trust Company of Kansas
Kansas
$2.99M +$965K +32,172 +52%
SAM
6
Summit Asset Management
Tennessee
$2.29M +$527K +17,579 +32%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.96M +$307K +10,250 +20%
KIG
8
Kowal Investment Group
Wisconsin
$1.73M +$436K +14,552 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.54M +$391K +13,024 +36%
WAM
10
WNY Asset Management
New York
$1.43M -$29.7K -990 -2%
CA
11
Cornerstone Advisory
Maryland
$1.07M +$239K +7,961 +31%
MCM
12
MAI Capital Management
Ohio
$684K +$648K +21,622 New
TAM
13
Townsend Asset Management
North Carolina
$606K +$179K +5,956 +45%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$486K -$16.3K -545 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$379K +$359K +11,979 New
KPWS
16
Kestra Private Wealth Services
Texas
$368K +$349K +11,625 New
PJSIMP
17
P.J. Schmidt Investment Management (PJS)
Wisconsin
$341K +$64.9K +2,165 +27%
ACP
18
Aveo Capital Partners
Colorado
$338K -$1.38K -46 -0.4%
AIP
19
Ahrens Investment Partners
Louisiana
$289K +$274K +9,134 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$272K +$258K +8,598 New
FFA
21
First Foundation Advisors
California
$255K +$242K +8,069 New
LW
22
Linscomb Wealth
Texas
$218K +$206K +6,882 New
SC
23
Steph & Co
Wisconsin
$55K +$52.5K +1,750 New
CIA
24
Cascade Investment Advisors
Oregon
$44.1K +$28.6K +954 +216%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$44K +$30.8K +1,026 +293%

TCHP Hedge Fund Activity: Q2 2021 in Review

31 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q2 2021, worth a combined $44.3M — up 166% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TCHP positions and 1 closed out — a net gain of 10 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $15.2M. The largest seller was McCarthy Asset Management, cutting an estimated $67.3K.

  • 31 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q2 2021, up from 21 in Q1 2021.
  • Funds reported $44.3M of T. Rowe Price Blue Chip Growth ETF stock for Q2 2021, up 166% quarter-over-quarter.
  • 11 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q2 2021 and 1 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q2 2021 was Arete Wealth Advisors, an estimated $15.2M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q2 2021 was McCarthy Asset Management, an estimated $67.3K sold.

Based on aggregated 13F filings for Q2 2021.