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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

87 hedge funds and large institutions have $216M invested in T. Rowe Price Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
13
Increased
36
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.83M
2
UAG
United Advisor Group
Ohio
+$5.32M
3
YWS
Yarger Wealth Strategies
Ohio
+$4.82M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.19M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.16M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.63M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.19M
4
FAM
Frontier Asset Management
Wyoming
-$2.17M
5
AWS
Atria Wealth Solutions
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$405K +$230K +6,056 +132%
CAL
52
Capital Analysts LLC
Pennsylvania
$397K -$24.9K -655 -6%
BWA
53
Beam Wealth Advisors
Louisiana
$350K +$350K +9,201 New
AWS
54
Atria Wealth Solutions
New York
$344K -$1.19M -31,405 -78%
NA
55
NewEdge Advisors
Louisiana
$343K +$77.2K +2,031 +29%
Stifel Financial
56
Stifel Financial
Missouri
$341K -$24.2K -637 -7%
GM
57
GeoWealth Management
Illinois
$331K -$331K -8,706 -50%
SF
58
Synovus Financial
Georgia
$308K +$912 +24 +0.3%
SFC
59
Swisher Financial Concepts
Ohio
$297K +$37 +1 +0%
Jane Street
60
Jane Street
New York
$275K -$503K -13,242 -65%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$272K +$272K +7,168 New
DAS
62
Dynamic Advisor Solutions
Arizona
$268K +$760 +20 +0.3%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$265K -$2.19M -57,521 -89%
IA
64
IFP Advisors
Florida
$260K -$45.8K -1,204 -15%
GWM
65
Geneos Wealth Management
Colorado
$257K +$3.42K +90 +1%
PS
66
Principal Securities
Iowa
$256K -$18K -474 -7%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$240K -$38K -1,000 -14%
Citadel Advisors
68
Citadel Advisors
Florida
$229K +$229K +6,022 New
WWM
69
Western Wealth Management
Colorado
$211K +$211K +5,554 New
CA
70
Cetera Advisors
Colorado
$209K +$209K +5,503 New
ATC
71
Adirondack Trust Company
New York
$153K – – –
HI
72
Harbour Investments
Wisconsin
$121K +$33.1K +871 +38%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$108K – – –
AF
74
Advisornet Financial
Minnesota
$106K +$304 +8 +0.3%
MLA
75
MB, Levis & Associates
Pennsylvania
$77.6K +$228 +6 +0.3%
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