T. Rowe Price Dividend Growth ETF
TDVG
8 hedge funds and large institutions have $4.76M invested in T. Rowe Price Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
205% more capital invested
Capital invested by funds: $1.56M → $4.76M (+$3.2M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more funds holding
Funds holding: 4 → 8 (+4)
4.71% more ownership
Funds ownership: 8.3% → 13.01% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.55M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$637K |
| 3 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$377K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$258K |
| 5 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$244K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
1
Stratos Wealth Advisors
Beachwood,
Ohio
| $2.95M | +$1.55M | +57,694 | +124% |
|
|
2
Truist Financial
Charlotte,
North Carolina
| $682K | +$637K | +23,757 | New |
|
|
CA
3
Continuum Advisory
Eagle,
Idaho
| $397K | +$377K | +14,056 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $272K | +$258K | +9,628 | New |
|
|
GSAM
5
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $170K | +$161K | +6,002 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $152K | +$137K | +5,120 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $128K | +$10.9K | +406 | +10% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $9K | +$8.26K | +308 | New |
|
|
AIP
9
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$244K | -9,600 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$25K | -1,000 | Closed |
|
TDVG Hedge Fund Activity: Q4 2020 in Review
8 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q4 2020, worth a combined $4.76M — up 205% from $1.56M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TDVG positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Stratos Wealth Advisors, adding an estimated $1.55M. The largest seller was Ahrens Investment Partners, exiting entirely with an estimated $244K sold.
- 8 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q4 2020, up from 4 in Q3 2020.
- Funds reported $4.76M of T. Rowe Price Dividend Growth ETF stock for Q4 2020, up 205% quarter-over-quarter.
- 6 funds opened new T. Rowe Price Dividend Growth ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest T. Rowe Price Dividend Growth ETF buyer in Q4 2020 was Stratos Wealth Advisors, an estimated $1.55M added.
- The largest T. Rowe Price Dividend Growth ETF seller in Q4 2020 was Ahrens Investment Partners, an estimated $244K sold.
Based on aggregated 13F filings for Q4 2020.