T. Rowe Price Dividend Growth ETF
TDVG
88 hedge funds and large institutions have $218M invested in T. Rowe Price Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
12% more capital invested
Capital invested by funds: $195M → $218M (+$23.4M)
9% more funds holding
Funds holding: 81 → 88 (+7)
1.85% less ownership
Funds ownership: 55.97% → 54.12% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$5.59M |
| 2 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$5.09M |
| 3 |
YWS
Yarger Wealth Strategies
Westerville,
Ohio
|
+$4.61M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$4.12M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$2.08M |
| 5 |
Goldman Sachs
New York
|
-$1.17M |
TDVG Hedge Fund Activity: Q1 2024 in Review
88 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q1 2024, worth a combined $218M — up 12% from $195M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TDVG positions and 3 closed out — a net gain of 10 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $5.59M. The largest seller was Osaic Holdings, cutting an estimated $8.26M.
- 88 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q1 2024, up from 81 in Q4 2023.
- Funds reported $218M of T. Rowe Price Dividend Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 13 funds opened new T. Rowe Price Dividend Growth ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
- The largest T. Rowe Price Dividend Growth ETF buyer in Q1 2024 was Rockefeller Capital Management, an estimated $5.59M added.
- The largest T. Rowe Price Dividend Growth ETF seller in Q1 2024 was Osaic Holdings, an estimated $8.26M sold.
Based on aggregated 13F filings for Q1 2024.