We are live on ! Find out more
TCHP icon

T. Rowe Price Blue Chip Growth ETF
TCHP

42 hedge funds and large institutions have $48.5M invested in T. Rowe Price Blue Chip Growth ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

35% more funds holding

Funds holding: 31 → 42 (+11)

10% more capital invested

Capital invested by funds: $44.3M → $48.5M (+$4.21M)

4.65% less ownership

Funds ownership: 25.59% → 20.94% (-4.6%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
22
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Souders Financial Advisors
Ohio
+$3.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$2.78M
3
AIP
Ahrens Investment Partners
Louisiana
+$1.96M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$903K
5
NRI
NFP Retirement Inc
California
+$814K

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$16M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$272K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$101K
4
SC
Steph & Co
Wisconsin
-$55K
5
Wells Fargo
Wells Fargo
California
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1
NFP Retirement Inc
California
$4.79M +$814K +24,731 +20%
HG
2
Harbor Group
New Hampshire
$4.2M +$331K +10,061 +8%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.61M +$359K +10,897 +11%
SFA
4
Souders Financial Advisors
Ohio
$3.39M +$3.5M +106,319 New
TCOK
5
Trust Company of Kansas
Kansas
$3.33M +$329K +9,991 +11%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.86M +$903K +27,448 +44%
HWM
7
Holloway Wealth Management
Florida
$2.79M – – –
BFEC
8
Benjamin F. Edwards & Company
Missouri
$2.74M +$2.78M +84,626 +6,150%
SAM
9
Summit Asset Management
Tennessee
$2.63M +$330K +10,026 +14%
KIG
10
Kowal Investment Group
Wisconsin
$2.25M +$524K +15,930 +29%
AIP
11
Ahrens Investment Partners
Louisiana
$2.19M +$1.96M +59,609 +653%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.97M +$425K +12,914 +27%
WAM
13
WNY Asset Management
New York
$1.45M +$11.7K +355 +0.8%
CA
14
Cornerstone Advisory
Maryland
$1.27M +$197K +5,974 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.02M +$551K +16,752 +109%
TAM
16
Townsend Asset Management
North Carolina
$877K +$273K +8,310 +43%
MCM
17
MAI Capital Management
Ohio
$859K +$175K +5,304 +25%
LW
18
Linscomb Wealth
Texas
$825K +$625K +18,981 +276%
LPL Financial
19
LPL Financial
California
$660K +$681K +20,684 New
GM
20
GeoWealth Management
Illinois
$583K +$602K +18,282 New
EFL
21
ERn Financial LLC
Wisconsin
$486K +$502K +15,241 New
ACP
22
Aveo Capital Partners
Colorado
$406K +$67.1K +2,040 +19%
FFA
23
First Foundation Advisors
California
$387K +$134K +4,062 +50%
KPWS
24
Kestra Private Wealth Services
Texas
$376K +$5.59K +170 +1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$359K +$371K +11,261 New
1
2

TCHP Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q3 2021, worth a combined $48.5M — up 9.5% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TCHP positions and 4 closed out — a net gain of 11 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was Souders Financial Advisors, opening a new position worth an estimated $3.5M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $16M sold.

  • 42 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q3 2021, up from 31 in Q2 2021.
  • Funds reported $48.5M of T. Rowe Price Blue Chip Growth ETF stock for Q3 2021, up 9.5% quarter-over-quarter.
  • 15 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q3 2021 and 4 closed out, a net change of +11 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q3 2021 was Souders Financial Advisors, an estimated $3.5M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q3 2021 was Arete Wealth Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2021.