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T. Rowe Price Blue Chip Growth ETF

56 hedge funds and large institutions have $97.8M invested in T. Rowe Price Blue Chip Growth ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $82.9M → $97.8M (+$14.9M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

10% more funds holding

Funds holding: 5156 (+5)

1.73% more ownership

Funds ownership: 35.46%37.19% (+1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
21
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenview Trust
Kentucky
$16.5M +$16.2M +759,343 +1,906%
TCOK
2
Trust Company of Kansas
Kansas
$11.3M -$827K -38,856 -7%
CWM
3
CMH Wealth Management
New Hampshire
$10.2M +$1.98M +92,869 +23%
SFA
4
Souders Financial Advisors
Ohio
$6.54M -$21.4K -1,003 -0.3%
HG
5
Harbor Group
New Hampshire
$6.54M +$2.47M +115,850 +58%
LW
6
Linscomb Wealth
Texas
$5.53M +$692K +32,509 +14%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$2.52M -$14.4K -677 -0.6%
KIG
8
Kowal Investment Group
Wisconsin
$2.49M -$651K -30,549 -20%
CWC
9
Carolinas Wealth Consulting
North Carolina
$2.47M +$1.43M +67,067 +127%
MAA
10
Matrix Asset Advisors
New York
$2.35M +$484K +22,744 New
TBC
11
Ted Buchan & Co
California
$2.23M +$2.3M +108,080 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.11M +$1.09M +51,004 +99%
EFL
13
ERn Financial LLC
Wisconsin
$2M +$454K +21,334 +28%
Truist Financial
14
Truist Financial
North Carolina
$1.88M +$1.94M +90,994 New
MTWM
15
Masso Torrence Wealth Management
New Jersey
$1.56M -$1.89M -88,991 -54%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.53M -$411K -19,319 -21%
SAM
17
Summit Asset Management
Tennessee
$1.5M -$556K -26,096 -26%
Stifel Financial
18
Stifel Financial
Missouri
$1.39M +$1.43M +67,379 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.16M -$258K -12,110 -18%
CAL
20
Capital Advisors Ltd
Ohio
$1.02M +$734K +34,475 +228%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$980K -$550K -25,847 -35%
WFA
22
WMG Financial Advisors
Tennessee
$915K -$80.3K -3,772 -8%
NRI
23
NFP Retirement Inc
California
$895K -$3.37M -158,160 -78%
Bank of America
24
Bank of America
North Carolina
$865K +$856K +40,184 +2,279%
CAL
25
Capital Analysts LLC
Pennsylvania
$834K +$849K +39,864 +6,933%

TCHP Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2022, worth a combined $97.8M — up 18% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TCHP positions and 8 closed out — a net gain of 6 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Glenview Trust, adding an estimated $16.2M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $6.15M sold.

  • 56 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $97.8M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 14 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2022 and 8 closed out, a net change of +6 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2022 was Glenview Trust, an estimated $16.2M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2022 was Arete Wealth Advisors, an estimated $6.15M sold.

Based on aggregated 13F filings for Q4 2022.