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T. Rowe Price Blue Chip Growth ETF

57 hedge funds and large institutions have $84.4M invested in T. Rowe Price Blue Chip Growth ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

480% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more capital invested

Capital invested by funds: $48.5M → $84.4M (+$35.9M)

36% more funds holding

Funds holding: 4257 (+15)

9.86% more ownership

Funds ownership: 20.94%30.8% (+9.9%)

Holders
57
Holders Change
+15
Holders Change %
+35.71%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
29
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$16.5M +$16.5M +496,009 New
NRI
2
NFP Retirement Inc
California
$5.74M +$767K +23,032 +15%
HG
3
Harbor Group
New Hampshire
$5M +$635K +19,078 +14%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.41M +$806K +24,196 +23%
TCOK
5
Trust Company of Kansas
Kansas
$4.03M +$562K +16,879 +16%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.71M +$744K +22,362 +25%
MTWM
7
Masso Torrence Wealth Management
New Jersey
$3.58M +$3.6M +108,007 New
SFA
8
Souders Financial Advisors
Ohio
$3.55M +$20.6K +618 +0.6%
KIG
9
Kowal Investment Group
Wisconsin
$3.17M +$838K +25,166 +36%
HWM
10
Holloway Wealth Management
Florida
$2.99M
BFEC
11
Benjamin F. Edwards & Company
Missouri
$2.98M +$133K +3,987 +5%
SAM
12
Summit Asset Management
Tennessee
$2.74M +$5.19K +156 +0.2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.44M +$402K +12,088 +20%
FCG
14
Financial Connections Group
California
$2.33M +$2.33M +70,130 New
CA
15
Cornerstone Advisory
Maryland
$1.91M +$593K +17,799 +45%
LW
16
Linscomb Wealth
Texas
$1.78M +$925K +27,788 +107%
WFA
17
WMG Financial Advisors
Tennessee
$1.73M +$1.74M +52,148 New
WAM
18
WNY Asset Management
New York
$1.5M -$11.7K -350 -0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.37M +$308K +9,249 +29%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.12M +$832K +24,976 +280%
AIP
21
Ahrens Investment Partners
Louisiana
$1.06M -$1.23M -36,842 -54%
TAM
22
Townsend Asset Management
North Carolina
$1.05M +$139K +4,187 +15%
MCM
23
MAI Capital Management
Ohio
$1.05M +$157K +4,725 +18%
MML Investors Services
24
MML Investors Services
Massachusetts
$983K +$987K +29,660 New
CNBTD
25
Citizens National Bank Trust Department
Mississippi
$869K +$873K +26,220 New

TCHP Hedge Fund Activity: Q4 2021 in Review

57 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2021, worth a combined $84.4M — up 74% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TCHP positions and 3 closed out — a net gain of 15 holders — while 29 added to existing stakes and 5 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $16.5M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.23M.

  • 57 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $84.4M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2021, up 74% quarter-over-quarter.
  • 18 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2021 and 3 closed out, a net change of +15 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2021 was Arete Wealth Advisors, an estimated $16.5M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2021 was Ahrens Investment Partners, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2021.