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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

98 hedge funds and large institutions have $473M invested in T. Rowe Price Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
49
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$46.1M
2
WAM
WNY Asset Management
New York
$66.9M
3
KPWS
Kestra Private Wealth Services
Texas
$3.89M
4
SPC
Sigma Planning Corp
Michigan
$1.96M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.93M

Top Sellers

1
SFA
Souders Financial Advisors
Ohio
$261K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
3
EE
EWG Elevate
California
$0
4
Truist Financial
Truist Financial
North Carolina
$364K
5
SFA
Sequoia Financial Advisors
Ohio
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$632K +$599K +14,626 +1,833%
Stifel Financial
52
Stifel Financial
Missouri
$629K +$190K +4,642 +43%
P
53
&Partners
Tennessee
$577K +$577K +14,089 New
Prudential Financial
54
Prudential Financial
New Jersey
$545K +$3.2K +78 +0.6%
BWA
55
Beam Wealth Advisors
Louisiana
$487K +$77.3K +1,887 +19%
AWA
56
Arete Wealth Advisors
Illinois
$486K +$58.2K +1,429 +14%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$480K -$45.9K -1,121 -9%
CAG
58
Csenge Advisory Group
Florida
$446K -$16.9K -412 -4%
CAL
59
Capital Analysts LLC
Pennsylvania
$430K +$738 +18 +0.2%
AWS
60
Atria Wealth Solutions
New York
$407K +$3.32K +81 +0.8%
EFA
61
Evernest Financial Advisors
Indiana
$407K -$112K -2,733 -22%
FFWM
62
Future Financial Wealth Management
Ohio
$398K – – –
Truist Financial
63
Truist Financial
North Carolina
$364K -$910K -22,223 -71%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$364K -$103K -2,507 -22%
GWM
65
Geneos Wealth Management
Colorado
$317K +$50.2K +1,225 +19%
William Blair & Company
66
William Blair & Company
Illinois
$298K +$1.39K +34 +0.5%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$296K +$3.52K +86 +1%
PS
68
Principal Securities
Iowa
$274K +$3.07K +75 +1%
HI
69
Harbour Investments
Wisconsin
$273K +$130K +3,171 +91%
DAS
70
Dynamic Advisor Solutions
Arizona
$270K -$19.9K -485 -7%
MGIA
71
Moneta Group Investment Advisors
Missouri
$265K +$3.81K +93 +1%
SFA
72
Souders Financial Advisors
Ohio
$261K -$11.4M -277,187 -98%
IA
73
IFP Advisors
Florida
$258K – – –
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$247K +$106K +2,574 +75%
ATC
75
Adirondack Trust Company
New York
$244K +$71.7K +1,750 +42%
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