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T. Rowe Price Blue Chip Growth ETF

59 hedge funds and large institutions have $99M invested in T. Rowe Price Blue Chip Growth ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $84.4M → $99M (+$14.6M)

3.69% more ownership

Funds ownership: 30.8%34.48% (+3.7%)

4% more funds holding

Funds holding: 5759 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
30
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1
GeoWealth Management
Illinois
$15.8M +$15.6M +539,573 New
AWA
2
Arete Wealth Advisors
Illinois
$7.48M -$6.96M -241,292 -49%
NRI
3
NFP Retirement Inc
California
$6.16M +$1.06M +36,670 +21%
TCOK
4
Trust Company of Kansas
Kansas
$5.56M +$1.96M +68,084 +56%
MTWM
5
Masso Torrence Wealth Management
New Jersey
$5.13M +$1.92M +66,683 +62%
HG
6
Harbor Group
New Hampshire
$4.66M +$225K +7,787 +5%
LW
7
Linscomb Wealth
Texas
$4.29M +$2.67M +92,452 +172%
SFA
8
Souders Financial Advisors
Ohio
$3.88M +$730K +25,289 +24%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$3.87M -$73.9K -2,561 -2%
KIG
10
Kowal Investment Group
Wisconsin
$3.31M +$491K +17,018 +18%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$3.15M +$500K +17,338 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.63M +$460K +15,928 +22%
SAM
13
Summit Asset Management
Tennessee
$2.54M +$114K +3,952 +5%
EFL
14
ERn Financial LLC
Wisconsin
$2.38M +$1.85M +63,983 +375%
HWM
15
Holloway Wealth Management
Florida
$2.36M
WFA
16
WMG Financial Advisors
Tennessee
$2.34M +$799K +27,680 +53%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.24M -$1.03M -35,677 -32%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.06M +$834K +28,902 +70%
FCG
19
Financial Connections Group
California
$1.93M -$122K -4,231 -6%
CA
20
Cornerstone Advisory
Maryland
$1.8M +$105K +3,649 +6%
APA
21
American Portfolios Advisors
New York
$1.6M +$1.55M +53,839 +7,626%
WAM
22
WNY Asset Management
New York
$1.34M +$13K +450 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.25M +$246K +8,510 +25%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.21M +$337K +11,684 +39%
MCM
25
MAI Capital Management
Ohio
$1.2M +$270K +9,349 +30%

TCHP Hedge Fund Activity: Q1 2022 in Review

59 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q1 2022, worth a combined $99M — up 17% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TCHP positions and 5 closed out — a net gain of 3 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $15.6M. The largest seller was Arete Wealth Advisors, cutting an estimated $6.96M.

  • 59 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q1 2022, up from 57 in Q4 2021.
  • Funds reported $99M of T. Rowe Price Blue Chip Growth ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 8 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q1 2022 was GeoWealth Management, an estimated $15.6M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q1 2022 was Arete Wealth Advisors, an estimated $6.96M sold.

Based on aggregated 13F filings for Q1 2022.