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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

80 hedge funds and large institutions have $193M invested in T. Rowe Price Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
31
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$24.4M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
5
GW
GW & Wade
Massachusetts
$2.74M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$8.51M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.05M
3
ACA
Aptus Capital Advisors
Alabama
$686K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.4M
5
Bank of America
Bank of America
North Carolina
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.39M +$702K +19,905 +101%
AWM
27
Axxcess Wealth Management
California
$1.38M +$14.5K +410 +1%
Goldman Sachs
28
Goldman Sachs
New York
$1.17M +$914K +25,923 +359%
CBFP
29
Cedar Brook Financial Partners
Ohio
$1.04M -$212K -6,026 -17%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$978K -$248K -7,035 -20%
SIM
31
Studio Investment Management
Illinois
$935K +$288K +8,165 +45%
CAL
32
Capital Advisors Ltd
Ohio
$893K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$893K +$893K +25,316 New
SB
34
Strategic Blueprint
Georgia
$889K -$170K -4,822 -16%
Truist Financial
35
Truist Financial
North Carolina
$785K -$33.8K -958 -4%
NF
36
NavPoint Financial
Minnesota
$780K +$780K +22,113 New
CAM
37
Cozad Asset Management
Illinois
$749K – – –
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$731K -$20.1K -571 -3%
Jane Street
39
Jane Street
New York
$722K +$722K +20,480 New
AWA
40
Arete Wealth Advisors
Illinois
$691K +$691K +19,584 New
ACA
41
Aptus Capital Advisors
Alabama
$686K -$2.97M -84,211 -81%
EFA
42
Evernest Financial Advisors
Indiana
$672K +$672K +19,039 New
PWM
43
Perigon Wealth Management
California
$631K +$2.36K +67 +0.4%
GM
44
GeoWealth Management
Illinois
$615K -$264K -7,469 -30%
Prudential Financial
45
Prudential Financial
New Jersey
$608K +$15K +425 +3%
FFWM
46
Future Financial Wealth Management
Ohio
$574K +$353 +10 +0.1%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$526K +$156K +4,423 +42%
CA
48
Continuum Advisory
Idaho
$510K +$98.8K +2,802 +24%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$486K – – –
GSIAS
50
Garden State Investment Advisory Services
New Jersey
$448K +$11.2K +317 +3%
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