T. Rowe Price Dividend Growth ETF
TDVG
28 hedge funds and large institutions have $30.6M invested in T. Rowe Price Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $25.5M → $30.6M (+$5.14M)
3.47% more ownership
Funds ownership: 20.43% → 23.9% (+3.5%)
0% more funds holding
Funds holding: 28 → 28 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
+$2M |
| 2 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$1.3M |
| 3 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$1M |
| 4 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
+$834K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$819K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$654K |
| 2 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
-$196K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$42.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$39K |
| 5 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$38.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $14K | -$3.19K | -96 | -18% |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $13K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | -$8.75K | -263 | -75% |
|
|
LWAC
29
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$654K | -18,516 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$39K | -1,112 | Closed |
|
|
CA
31
CoreCap Advisors
Southfield,
Michigan
| – | -$19K | -525 | Closed |
|
|
SFM
32
Signet Financial Management
Parsippany,
New Jersey
| – | -$10K | -270 | Closed |
|
TDVG Hedge Fund Activity: Q1 2022 in Review
28 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q1 2022, worth a combined $30.6M — up 20% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TDVG positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Empire Life Investments, opening a new position worth an estimated $2M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $654K sold.
- 28 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $30.6M of T. Rowe Price Dividend Growth ETF stock for Q1 2022, up 20% quarter-over-quarter.
- 6 funds opened new T. Rowe Price Dividend Growth ETF positions in Q1 2022 and 4 closed out, a net change of +2 holders.
- The largest T. Rowe Price Dividend Growth ETF buyer in Q1 2022 was Empire Life Investments, an estimated $2M added.
- The largest T. Rowe Price Dividend Growth ETF seller in Q1 2022 was Laurel Wealth Advisors (California), an estimated $654K sold.
Based on aggregated 13F filings for Q1 2022.