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T. Rowe Price Dividend Growth ETF

113 hedge funds and large institutions have $548M invested in T. Rowe Price Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

14% more capital invested

Capital invested by funds: $480M → $548M (+$68M)

6% more funds holding

Funds holding: 107113 (+6)

0.91% more ownership

Funds ownership: 61.78%62.7% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
48
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Formidable Asset Management
Ohio
$3.04M
IFG
27
Independent Financial Group
California
$2.82M +$218K +5,393 +9%
NA
28
Nautilus Advisors
California
$2.61M -$10.9K -270 -0.4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.42M +$264K +6,554 +13%
CA
30
Continuum Advisory
Idaho
$2.19M +$649K +16,083 +45%
RWP
31
RWA Wealth Partners
Massachusetts
$2.09M -$307K -7,601 -13%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.86M +$81 +2 +0%
FCG
33
Financial Connections Group
California
$1.81M -$194K -4,797 -10%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.67M +$1.59M +39,400 New
SF
35
Synovus Financial
Georgia
$1.55M +$1.14M +28,201 +338%
TFS
36
Thoroughbred Financial Services
Tennessee
$1.32M -$72.4K -1,794 -5%
Stifel Financial
37
Stifel Financial
Missouri
$1.31M -$895K -22,173 -42%
CAL
38
Capital Advisors Ltd
Ohio
$1.13M +$10.5K +261 +1%
SIM
39
Studio Investment Management
Illinois
$1.1M -$2.06K -51 -0.2%
BFA
40
Bill Few Associates
Pennsylvania
$1.04M +$551K +13,665 +126%
CAM
41
Cozad Asset Management
Illinois
$1.01M
P
42
&Partners
Tennessee
$993K +$68.5K +1,698 +8%
NF
43
NavPoint Financial
Minnesota
$914K +$13.2K +327 +2%
CIAS
44
Capital Investment Advisory Services
North Carolina
$890K +$498K +12,349 +143%
LWM
45
Lighthouse Wealth Management
Ohio
$889K +$614K +15,214 +264%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$850K +$127K +3,144 +19%
SEIA
47
Signature Estate & Investment Advisors
California
$840K -$1.13K -28 -0.1%
ASN
48
Advisory Services Network
Georgia
$827K -$96.9K -2,401 -11%
PWM
49
Perigon Wealth Management
California
$808K -$6.62K -164 -0.9%
Goldman Sachs
50
Goldman Sachs
New York
$716K +$152K +3,755 +29%

TDVG Hedge Fund Activity: Q2 2025 in Review

113 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q2 2025, worth a combined $548M — up 14% from $480M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TDVG positions and 5 closed out — a net gain of 6 holders — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Stratos Wealth Advisors, cutting an estimated $1.63M.

  • 113 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $548M of T. Rowe Price Dividend Growth ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 11 funds opened new T. Rowe Price Dividend Growth ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest T. Rowe Price Dividend Growth ETF buyer in Q2 2025 was Bank of America, an estimated $11M added.
  • The largest T. Rowe Price Dividend Growth ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $1.63M sold.

Based on aggregated 13F filings for Q2 2025.