We are live on ! Find out more
TDVG icon

T. Rowe Price Dividend Growth ETF

107 hedge funds and large institutions have $480M invested in T. Rowe Price Dividend Growth ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 105107 (+2)

5% more capital invested

Capital invested by funds: $457M → $480M (+$22.2M)

0.72% more ownership

Funds ownership: 61.07%61.78% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
52
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
76
Future Financial Wealth Management
Ohio
$276K -$24.1K -590 -8%
PS
77
Principal Securities
Iowa
$276K
ATC
78
Argent Trust Co
Tennessee
$271K +$24.6K +604 +10%
MML Investors Services
79
MML Investors Services
Massachusetts
$269K -$9.71K -238 -3%
WCP
80
Wealthcare Capital Partners
Pennsylvania
$258K +$51.6K +1,265 +25%
IA
81
IFP Advisors
Florida
$254K
ATC
82
Adirondack Trust Company
New York
$246K -$25.3K -620 -9%
BEI
83
Benjamin Edwards Inc
Missouri
$239K
LWM
84
Lighthouse Wealth Management
Ohio
$233K +$235K +5,760 New
KAS
85
Kestra Advisory Services
Texas
$215K -$8.65K -212 -4%
WWM
86
Western Wealth Management
Colorado
$214K -$7.47K -183 -3%
Raymond James Financial
87
Raymond James Financial
Florida
$207K -$159K -3,892 -43%
EFS
88
Essex Financial Services
Connecticut
$206K +$208K +5,103 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$134K +$34.9K +855 +35%
CFP
90
Comprehensive Financial Planning
Pennsylvania
$133K +$408 +10 +0.3%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$117K -$906K -22,196 -88%
AF
92
Advisornet Financial
Minnesota
$114K +$326 +8 +0.3%
SIS
93
Strategic Investment Solutions
Illinois
$67.1K
NA
94
NewEdge Advisors
Louisiana
$58.6K
CA
95
Centerpoint Advisors
Massachusetts
$44K -$5.63K -138 -11%
AssetMark Inc
96
AssetMark Inc
California
$39.8K
Morgan Stanley
97
Morgan Stanley
New York
$38.8K
FFA
98
Farther Finance Advisors
California
$38.3K +$82 +2 +0.2%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$36K +$1.02K +25 +3%
RF
100
Rossby Financial
Florida
$25K +$26.1K +640 New

TDVG Hedge Fund Activity: Q1 2025 in Review

107 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q1 2025, worth a combined $480M — up 4.9% from $457M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TDVG positions and 4 closed out — a net gain of 2 holders — while 52 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $6.68M. The largest seller was WNY Asset Management, cutting an estimated $8.15M.

  • 107 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q1 2025, up from 105 in Q4 2024.
  • Funds reported $480M of T. Rowe Price Dividend Growth ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
  • 6 funds opened new T. Rowe Price Dividend Growth ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest T. Rowe Price Dividend Growth ETF buyer in Q1 2025 was Bank of America, an estimated $6.68M added.
  • The largest T. Rowe Price Dividend Growth ETF seller in Q1 2025 was WNY Asset Management, an estimated $8.15M sold.

Based on aggregated 13F filings for Q1 2025.