T. Rowe Price Dividend Growth ETF
TDVG
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.
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: 37 → 56 (+19)
14.46% more ownership
Funds ownership: 38.2% → 52.65% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Affinia Financial Group
Burlington,
Massachusetts
|
+$21.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$12.4M |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$9.55M |
| 5 |
JP Morgan Chase
New York
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$7.14M |
| 2 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$393K |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$229K |
| 4 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
-$204K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$86.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPG
51
Cornerstone Planning Group
Fairfield,
New Jersey
| $20.3K | +$19.9K | +643 | New |
|
|
AF
52
Allworth Financial
Folsom,
California
| $15.7K | +$62 | +2 | +0.4% |
|
53
National Bank of Canada
Montreal,
Quebec, Canada
| $15.7K | +$15.5K | +500 | New |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $10.3K | +$10.2K | +329 | New |
|
55
Wells Fargo
San Francisco,
California
| $7.97K | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | -$402 | -13 | -7% |
|
|
CA
57
Continuum Advisory
Eagle,
Idaho
| – | -$7.14M | -250,974 | Closed |
|
58
Morgan Stanley
New York
| – | -$8K | -285 | Closed |
|
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.