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T. Rowe Price Blue Chip Growth ETF

68 hedge funds and large institutions have $168M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $155M → $168M (+$12.5M)

1.53% more ownership

Funds ownership: 43.21%44.74% (+1.5%)

1% more funds holding

Funds holding: 6768 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
33
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenview Trust
Kentucky
$29.5M +$2.49M +88,835 +9%
TCOK
2
Trust Company of Kansas
Kansas
$15.5M +$185K +6,585 +1%
Bank of America
3
Bank of America
North Carolina
$12.8M +$2.49M +88,939 +23%
HG
4
Harbor Group
New Hampshire
$10.3M +$175K +6,248 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.47M +$39.2K +1,400 +0.5%
GM
6
GeoWealth Management
Illinois
$7.01M +$7.23M +257,958 New
AO
7
Advisor OS
Illinois
$6.72M +$2.45M +87,293 +55%
AFM
8
Armstrong Fleming & Moore
District of Columbia
$6.6M +$293K +10,443 +4%
SFA
9
Souders Financial Advisors
Ohio
$6.32M -$207K -7,382 -3%
CWM
10
CMH Wealth Management
New Hampshire
$6.14M -$398K -14,184 -6%
LW
11
Linscomb Wealth
Texas
$6.02M -$17.7K -631 -0.3%
CWC
12
Carolinas Wealth Consulting
North Carolina
$3.88M -$163K -5,832 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.73M +$296K +10,561 +8%
TBC
14
Ted Buchan & Co
California
$3.21M -$86.3K -3,079 -3%
CAN
15
Cetera Advisor Networks
California
$3.21M +$2.75M +98,233 +493%
EFL
16
ERn Financial LLC
Wisconsin
$2.88M -$19.6K -700 -0.7%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.84M -$49.2K -1,754 -2%
Truist Financial
18
Truist Financial
North Carolina
$2.65M +$66.2K +2,362 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.92M -$635K -22,648 -24%
KIG
20
Kowal Investment Group
Wisconsin
$1.85M -$98.2K -3,502 -5%
SAM
21
Summit Asset Management
Tennessee
$1.79M -$85.9K -3,065 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.65M +$622K +22,184 +57%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.47M -$19.2K -685 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.38M +$86.1K +3,071 +6%
GFG
25
Goldstone Financial Group
Illinois
$1.37M +$20.9K +745 +1%

TCHP Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q3 2023, worth a combined $168M — up 8.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TCHP positions and 7 closed out — a net gain of 1 holder — while 33 added to existing stakes and 20 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $7.23M. The largest seller was Retireful LLC, exiting entirely with an estimated $2.37M sold.

  • 68 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $168M of T. Rowe Price Blue Chip Growth ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 8 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q3 2023 was GeoWealth Management, an estimated $7.23M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q3 2023 was Retireful LLC, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2023.