T. Rowe Price Dividend Growth ETF
TDVG
73 hedge funds and large institutions have $191M invested in T. Rowe Price Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
25% more capital invested
Capital invested by funds: $152M → $191M (+$38.7M)
16% more funds holding
Funds holding: 63 → 73 (+10)
8.74% more ownership
Funds ownership: 51.85% → 60.59% (+8.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 2 |
YWS
Yarger Wealth Strategies
Westerville,
Ohio
|
+$3M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$2.47M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.04M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$1.88M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.78M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.47M |
| 4 |
AC
Avestar Capital
New York
|
-$713K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$587K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FSG
76
Financial Strategies Group
Okemos,
Michigan
| – | -$203K | -6,349 | Closed |
|
|
AAS
77
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$126K | -3,878 | Closed |
|
|
AF
78
Allworth Financial
Folsom,
California
| – | -$16.1K | -503 | Closed |
|
|
RWPA
79
Richard W. Paul & Associates
Novi,
Michigan
| – | -$2.91K | -91 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | Closed |
|
TDVG Hedge Fund Activity: Q2 2023 in Review
73 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q2 2023, worth a combined $191M — up 25% from $152M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new TDVG positions and 7 closed out — a net gain of 11 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $14.5M. The largest seller was Empire Life Investments, cutting an estimated $1.88M.
- 73 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q2 2023, up from 63 in Q1 2023.
- Funds reported $191M of T. Rowe Price Dividend Growth ETF stock for Q2 2023, up 25% quarter-over-quarter.
- 18 funds opened new T. Rowe Price Dividend Growth ETF positions in Q2 2023 and 7 closed out, a net change of +11 holders.
- The largest T. Rowe Price Dividend Growth ETF buyer in Q2 2023 was Bank of America, an estimated $14.5M added.
- The largest T. Rowe Price Dividend Growth ETF seller in Q2 2023 was Empire Life Investments, an estimated $1.88M sold.
Based on aggregated 13F filings for Q2 2023.