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T. Rowe Price Blue Chip Growth ETF
TCHP

78 hedge funds and large institutions have $217M invested in T. Rowe Price Blue Chip Growth ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $168M → $217M (+$49.5M)

15% more funds holding

Funds holding: 68 → 78 (+10)

1.96% more ownership

Funds ownership: 44.74% → 46.7% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
28
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
MJP Associates
Connecticut
+$7.95M
2
TCOK
Trust Company of Kansas
Kansas
+$4.69M
3
Bank of America
Bank of America
North Carolina
+$3.9M
4
GT
Glenview Trust
Kentucky
+$3.87M
5
FFA
First Foundation Advisors
California
+$2.92M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.19M
2
EFL
ERn Financial LLC
Wisconsin
-$2.88M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04M
4
CAN
Cetera Advisor Networks
California
-$464K
5
LW
Linscomb Wealth
Texas
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1
Glenview Trust
Kentucky
$37.7M +$3.87M +133,592 +12%
TCOK
2
Trust Company of Kansas
Kansas
$22.7M +$4.69M +161,820 +28%
Bank of America
3
Bank of America
North Carolina
$18.7M +$3.9M +134,451 +29%
HG
4
Harbor Group
New Hampshire
$11.7M -$58.3K -2,010 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.5M -$146K -5,046 -2%
AO
6
Advisor OS
Illinois
$8.5M +$793K +27,345 +11%
MA
7
MJP Associates
Connecticut
$8.49M +$7.95M +274,239 New
AFM
8
Armstrong Fleming & Moore
District of Columbia
$8.08M +$531K +18,315 +8%
SFA
9
Souders Financial Advisors
Ohio
$7.28M +$66.6K +2,299 +1%
CWM
10
CMH Wealth Management
New Hampshire
$6.85M -$145K -4,987 -2%
LW
11
Linscomb Wealth
Texas
$6.36M -$463K -15,981 -7%
CWC
12
Carolinas Wealth Consulting
North Carolina
$4.56M +$106K +3,668 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$3.85M +$2.65M +91,455 +277%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.85M +$1.55M +53,483 +76%
TBC
15
Ted Buchan & Co
California
$3.53M -$120K -4,131 -3%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$3.52M +$268K +9,252 +9%
CAN
17
Cetera Advisor Networks
California
$3.16M -$464K -15,996 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.14M -$1.04M -35,736 -26%
FFA
19
First Foundation Advisors
California
$3.11M +$2.92M +100,578 New
Truist Financial
20
Truist Financial
North Carolina
$2.97M -$47.3K -1,631 -2%
Stifel Financial
21
Stifel Financial
Missouri
$2.87M +$2.45M +84,490 +1,038%
C
22
Croban
Ohio
$2.74M +$1.89M +65,059 New
KIG
23
Kowal Investment Group
Wisconsin
$2.19M +$75K +2,587 +4%
SAM
24
Summit Asset Management
Tennessee
$2M -$34.8K -1,200 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.67M -$202K -6,978 -11%
1
2 3 4

TCHP Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Blue Chip Growth ETF (TCHP) for Q4 2023, worth a combined $217M — up 29% from $168M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TCHP positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was MJP Associates, opening a new position worth an estimated $7.95M. The largest seller was GeoWealth Management, cutting an estimated $7.19M.

  • 78 institutional investors held T. Rowe Price Blue Chip Growth ETF (TCHP) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $217M of T. Rowe Price Blue Chip Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 15 funds opened new T. Rowe Price Blue Chip Growth ETF positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Blue Chip Growth ETF buyer in Q4 2023 was MJP Associates, an estimated $7.95M added.
  • The largest T. Rowe Price Blue Chip Growth ETF seller in Q4 2023 was GeoWealth Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2023.