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T. Rowe Price Dividend Growth ETF
TDVG

63 hedge funds and large institutions have $152M invested in T. Rowe Price Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

13% more funds holding

Funds holding: 56 → 63 (+7)

7% more capital invested

Capital invested by funds: $142M → $152M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.8% less ownership

Funds ownership: 52.65% → 51.85% (-0.8%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
34
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$11M
2
Bank of America
Bank of America
North Carolina
+$3.38M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.46M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.07M
5
ASN
Advisory Services Network
Georgia
+$960K

Top Sellers

Rank Fund Capital Flow
1
ELI
Empire Life Investments
Ontario, Canada
-$2.85M
2
AFG
Affinia Financial Group
Massachusetts
-$2.19M
3
FFWM
Future Financial Wealth Management
Ohio
-$586K
4
OPOWM
One Plus One Wealth Management
Florida
-$575K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$811K +$806K +25,368 New
CAL
27
Capital Advisors Ltd
Ohio
$805K +$21.6K +681 +3%
Truist Financial
28
Truist Financial
North Carolina
$744K +$159 +5 +0%
AC
29
Avestar Capital
New York
$713K -$86.5K -2,720 -11%
FFWM
30
Future Financial Wealth Management
Ohio
$608K -$586K -18,435 -49%
PWM
31
Perigon Wealth Management
California
$565K +$1.78K +56 +0.3%
LPL Financial
32
LPL Financial
California
$557K +$101K +3,176 +22%
Prudential Financial
33
Prudential Financial
New Jersey
$552K +$67.9K +2,135 +14%
CAM
34
Cozad Asset Management
Illinois
$512K +$123K +3,875 +32%
SB
35
Strategic Blueprint
Georgia
$502K +$57.9K +1,820 +13%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$440K +$334K +10,496 +320%
CAL
37
Capital Analysts LLC
Pennsylvania
$425K +$83.3K +2,619 +25%
ARC
38
Advisor Resource Council
Texas
$417K +$122K +3,840 +42%
CAG
39
Csenge Advisory Group
Florida
$366K +$954 +30 +0.3%
AFG
40
Atomi Financial Group
New York
$314K +$312K +9,821 New
MWM
41
MBE Wealth Management
Wisconsin
$282K +$281K +8,830 New
DAS
42
Dynamic Advisor Solutions
Arizona
$277K -$28.1K -885 -9%
AIP
43
Ahrens Investment Partners
Louisiana
$260K -$11.8K -370 -4%
CA
44
Continuum Advisory
Idaho
$255K +$254K +7,989 New
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$252K +$250K +7,877 New
GWM
46
Geneos Wealth Management
Colorado
$238K +$2.86K +90 +1%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$206K -$346K -10,890 -63%
FSG
48
Financial Strategies Group
Michigan
$203K -$12K -377 -6%
IA
49
IFP Advisors
Florida
$202K -$259K -8,152 -50%
AAS
50
Ameritas Advisory Services
Nebraska
$126K +$123K +3,878 New
1
2
3

TDVG Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q1 2023, worth a combined $152M — up 7.3% from $142M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TDVG positions and 3 closed out — a net gain of 10 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $11M. The largest seller was Empire Life Investments, cutting an estimated $2.85M.

  • 63 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $152M of T. Rowe Price Dividend Growth ETF stock for Q1 2023, up 7.3% quarter-over-quarter.
  • 13 funds opened new T. Rowe Price Dividend Growth ETF positions in Q1 2023 and 3 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Dividend Growth ETF buyer in Q1 2023 was Aptus Capital Advisors, an estimated $11M added.
  • The largest T. Rowe Price Dividend Growth ETF seller in Q1 2023 was Empire Life Investments, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.