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T. Rowe Price Blue Chip Growth ETF

59 hedge funds and large institutions have $122M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $97.8M → $122M (+$24.5M)

5% more funds holding

Funds holding: 5659 (+3)

1.42% more ownership

Funds ownership: 37.19%38.61% (+1.4%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
19
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenview Trust
Kentucky
$22.1M +$2.75M +122,914 +15%
TCOK
2
Trust Company of Kansas
Kansas
$13.3M +$112K +4,993 +0.9%
CWM
3
CMH Wealth Management
New Hampshire
$11.9M -$60.2K -2,686 -0.5%
HG
4
Harbor Group
New Hampshire
$8.97M +$1.27M +56,876 +18%
AWA
5
Arete Wealth Advisors
Illinois
$6.94M +$6.48M +289,314 New
LW
6
Linscomb Wealth
Texas
$6.57M +$132K +5,887 +2%
SFA
7
Souders Financial Advisors
Ohio
$5.56M -$1.91M -85,181 -27%
CWC
8
Carolinas Wealth Consulting
North Carolina
$3.19M +$300K +13,386 +11%
TBC
9
Ted Buchan & Co
California
$3.03M +$407K +18,173 +17%
GM
10
GeoWealth Management
Illinois
$3M +$2.8M +125,055 New
BFEC
11
Benjamin F. Edwards & Company
Missouri
$2.98M +$52.7K +2,354 +2%
MAA
12
Matrix Asset Advisors
New York
$2.96M +$40.6K +1,811 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.59M +$125K +5,597 +5%
EFL
14
ERn Financial LLC
Wisconsin
$2.56M +$217K +9,671 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.39M +$565K +25,215 +34%
Truist Financial
16
Truist Financial
North Carolina
$2.33M +$143K +6,369 +7%
Bank of America
17
Bank of America
North Carolina
$2.31M +$1.22M +54,386 +130%
KIG
18
Kowal Investment Group
Wisconsin
$2.25M -$607K -27,121 -22%
SAM
19
Summit Asset Management
Tennessee
$1.75M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.26M -$81.7K -3,650 -6%
CAL
21
Capital Advisors Ltd
Ohio
$1.17M -$17.9K -800 -2%
AO
22
Advisor OS
Illinois
$1.07M +$997K +44,518 New
NRI
23
NFP Retirement Inc
California
$1.04M +$2.73K +122 +0.3%
CAL
24
Capital Analysts LLC
Pennsylvania
$977K +$6.61K +295 +0.7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$894K +$290K +12,928 +53%

TCHP Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q1 2023, worth a combined $122M — up 25% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TCHP positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $6.48M. The largest seller was Souders Financial Advisors, cutting an estimated $1.91M.

  • 59 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $122M of T. Rowe Price Blue Chip Growth ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 9 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q1 2023 and 5 closed out, a net change of +4 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q1 2023 was Arete Wealth Advisors, an estimated $6.48M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q1 2023 was Souders Financial Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2023.