We are live on ! Find out more
TDVG icon

T. Rowe Price Dividend Growth ETF

56 hedge funds and large institutions have $142M invested in T. Rowe Price Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

142% more capital invested

Capital invested by funds: $58.5M → $142M (+$83.2M)

51% more funds holding

Funds holding: 3756 (+19)

14.46% more ownership

Funds ownership: 38.2%52.65% (+14%)

Holders
56
Holders Change
+19
Holders Change %
+51.35%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
21
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Avestar Capital
New York
$785K +$124K +4,020 +19%
CAL
27
Capital Advisors Ltd
Ohio
$769K +$19.8K +639 +3%
Truist Financial
28
Truist Financial
North Carolina
$730K -$11.4K -369 -2%
OPOWM
29
One Plus One Wealth Management
Florida
$575K +$566K +18,302 New
PWM
30
Perigon Wealth Management
California
$553K +$545K +17,632 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$544K +$524K +16,945 +4,236%
Prudential Financial
32
Prudential Financial
New Jersey
$475K +$468K +15,134 New
LPL Financial
33
LPL Financial
California
$448K +$73.2K +2,365 +20%
SB
34
Strategic Blueprint
Georgia
$436K +$200K +6,457 +87%
IA
35
IFP Advisors
Florida
$408K +$239K +7,724 +91%
CAM
36
Cozad Asset Management
Illinois
$382K
CAG
37
Csenge Advisory Group
Florida
$359K +$354K +11,434 New
CAL
38
Capital Analysts LLC
Pennsylvania
$335K +$283K +9,153 +605%
DAS
39
Dynamic Advisor Solutions
Arizona
$300K -$86.1K -2,782 -23%
ARC
40
Advisor Resource Council
Texas
$288K +$284K +9,170 New
AIP
41
Ahrens Investment Partners
Louisiana
$267K
GWM
42
Geneos Wealth Management
Colorado
$231K
KIG
43
Kowal Investment Group
Wisconsin
$212K +$209K +6,741 New
FSG
44
Financial Strategies Group
Michigan
$211K +$208K +6,726 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$210K +$207K +6,684 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$103K -$14.1K -457 -12%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$74.3K +$73.2K +2,366 New
CA
48
CoreCap Advisors
Michigan
$65.1K +$64.2K +2,075 New
ASN
49
Advisory Services Network
Georgia
$57.6K +$56.8K +1,835 New
MLA
50
MB, Levis & Associates
Pennsylvania
$37K +$36.4K +1,177 New

TDVG Hedge Fund Activity: Q4 2022 in Review

56 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q4 2022, worth a combined $142M — up 142% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TDVG positions and 2 closed out — a net gain of 21 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Affinia Financial Group, opening a new position worth an estimated $21.6M. The largest seller was Continuum Advisory, exiting entirely with an estimated $7.14M sold.

  • 56 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $142M of T. Rowe Price Dividend Growth ETF stock for Q4 2022, up 142% quarter-over-quarter.
  • 23 funds opened new T. Rowe Price Dividend Growth ETF positions in Q4 2022 and 2 closed out, a net change of +21 holders.
  • The largest T. Rowe Price Dividend Growth ETF buyer in Q4 2022 was Affinia Financial Group, an estimated $21.6M added.
  • The largest T. Rowe Price Dividend Growth ETF seller in Q4 2022 was Continuum Advisory, an estimated $7.14M sold.

Based on aggregated 13F filings for Q4 2022.