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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

104 hedge funds and large institutions have $455M invested in T. Rowe Price Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
17
Increased
44
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$37M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.8M
3
AF
Allworth Financial
California
+$10.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.16M
5
LPL Financial
LPL Financial
California
+$4.14M

Top Sellers

1
WAM
WNY Asset Management
New York
-$56.5M
2
SFA
Sequoia Financial Advisors
Ohio
-$14.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.87M
4
ELI
Empire Life Investments
Ontario, Canada
-$4.23M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$585K +$561K +14,168 +2,338%
MA
52
Marquette Associates
Illinois
$575K +$575K +14,526 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$542K -$3.62M -91,555 -87%
AWS
54
Atria Wealth Solutions
New York
$523K +$129K +3,254 +33%
CA
55
Cornerstone Advisory
Maryland
$460K -$222K -5,320 -33%
SPC
56
Sigma Planning Corp
Michigan
$426K -$1.47M -37,087 -78%
CAG
57
Csenge Advisory Group
Florida
$418K -$12.9K -327 -3%
CAL
58
Capital Analysts LLC
Pennsylvania
$416K +$791 +20 +0.2%
AWA
59
Arete Wealth Advisors
Illinois
$411K -$60.2K -1,525 -13%
BWA
60
Beam Wealth Advisors
Louisiana
$406K -$65.3K -1,650 -14%
SBWIC
61
Schaper Benz & Wise Investment Counsel
Wisconsin
$373K +$161K +4,070 +76%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$366K -$97.8K -2,471 -21%
Raymond James Financial
63
Raymond James Financial
Florida
$357K +$357K +9,019 New
William Blair & Company
64
William Blair & Company
Illinois
$355K +$66.7K +1,685 +23%
Truist Financial
65
Truist Financial
North Carolina
$352K – – –
EFA
66
Evernest Financial Advisors
Indiana
$351K -$42.6K -1,075 -11%
Goldman Sachs
67
Goldman Sachs
New York
$327K +$327K +8,257 New
SF
68
Synovus Financial
Georgia
$323K -$322K -8,124 -50%
HI
69
Harbour Investments
Wisconsin
$315K +$50.6K +1,279 +19%
GWM
70
Geneos Wealth Management
Colorado
$313K +$5.94K +150 +2%
SFC
71
Swisher Financial Concepts
Ohio
$308K -$326K -8,225 -51%
MGIA
72
Moneta Group Investment Advisors
Missouri
$304K +$48.2K +1,217 +19%
FFWM
73
Future Financial Wealth Management
Ohio
$294K -$90.7K -2,290 -24%
PS
74
Principal Securities
Iowa
$276K +$11K +277 +4%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$276K -$10.4K -263 -4%
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