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T. Rowe Price Blue Chip Growth ETF

67 hedge funds and large institutions have $155M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $122M → $155M (+$33.1M)

14% more funds holding

Funds holding: 5967 (+8)

4.6% more ownership

Funds ownership: 38.61%43.21% (+4.6%)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
21
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenview Trust
Kentucky
$27.8M +$1.9M +74,366 +8%
TCOK
2
Trust Company of Kansas
Kansas
$15.7M +$242K +9,486 +2%
Bank of America
3
Bank of America
North Carolina
$10.7M +$7.3M +286,085 +297%
HG
4
Harbor Group
New Hampshire
$10.4M +$15.4K +602 +0.2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.66M +$7.93M +310,555 New
CWM
6
CMH Wealth Management
New Hampshire
$6.7M -$6.48M -253,873 -51%
SFA
7
Souders Financial Advisors
Ohio
$6.7M +$210K +8,216 +4%
AFM
8
Armstrong Fleming & Moore
District of Columbia
$6.48M +$5.93M +232,416 New
LW
9
Linscomb Wealth
Texas
$6.2M -$1.32M -51,739 -19%
AO
10
Advisor OS
Illinois
$4.46M +$2.95M +115,566 +260%
CWC
11
Carolinas Wealth Consulting
North Carolina
$4.17M +$418K +16,384 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.53M +$476K +18,645 +17%
TBC
13
Ted Buchan & Co
California
$3.38M -$124K -4,856 -4%
EFL
14
ERn Financial LLC
Wisconsin
$2.98M +$4.11K +161 +0.2%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$2.97M -$459K -18,002 -14%
Truist Financial
16
Truist Financial
North Carolina
$2.66M -$53.5K -2,098 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.6M -$158K -6,173 -6%
RL
18
Retireful LLC
Michigan
$2.37M +$2.17M +84,899 New
KIG
19
Kowal Investment Group
Wisconsin
$2M -$563K -22,070 -24%
SAM
20
Summit Asset Management
Tennessee
$1.92M -$100K -3,937 -5%
AWA
21
Arete Wealth Advisors
Illinois
$1.61M -$5.91M -231,452 -80%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.52M +$52.9K +2,072 +4%
GFG
23
Goldstone Financial Group
Illinois
$1.39M +$1.27M +49,679 New
CAL
24
Capital Advisors Ltd
Ohio
$1.35M -$5.33K -209 -0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.33M -$241K -9,452 -17%

TCHP Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q2 2023, worth a combined $155M — up 27% from $122M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TCHP positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.93M. The largest seller was CMH Wealth Management, cutting an estimated $6.48M.

  • 67 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $155M of T. Rowe Price Blue Chip Growth ETF stock for Q2 2023, up 27% quarter-over-quarter.
  • 17 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q2 2023 and 8 closed out, a net change of +9 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $7.93M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q2 2023 was CMH Wealth Management, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2023.