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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

80 hedge funds and large institutions have $193M invested in T. Rowe Price Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
31
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$24.4M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
5
GW
GW & Wade
Massachusetts
$2.74M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$8.51M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.05M
3
ACA
Aptus Capital Advisors
Alabama
$686K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.4M
5
Bank of America
Bank of America
North Carolina
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25.9M -$1.65M -46,690 -6%
SFA
2
Sequoia Financial Advisors
Ohio
$24.4M +$24.4M +691,710 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.4M -$1.87M -52,963 -9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.8M +$2.07M +58,653 +19%
FAM
5
Frontier Asset Management
Wyoming
$12.1M -$553K -15,676 -4%
WAM
6
WNY Asset Management
New York
$10.8M +$232K +6,586 +2%
SFA
7
Souders Financial Advisors
Ohio
$9.55M +$225K +6,369 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.51M -$5.89M -167,058 -41%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$5.05M -$3.7M -104,866 -42%
SWA
10
Stratos Wealth Advisors
Ohio
$4.16M -$184K -5,222 -4%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.01M +$2.34M +66,276 +140%
YWS
12
Yarger Wealth Strategies
Ohio
$3.98M +$351K +9,954 +10%
GSAM
13
Grant Street Asset Management
Pennsylvania
$3.69M +$717K +20,331 +24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.59M +$267K +7,564 +8%
CAN
15
Cetera Advisor Networks
California
$3.09M +$133K +3,784 +5%
GW
16
GW & Wade
Massachusetts
$2.74M +$1.09M +30,892 +66%
ELI
17
Empire Life Investments
Ontario, Canada
$2.59M -$755K -21,400 -23%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.27M +$1.62M +45,857 +246%
FCG
19
Financial Connections Group
California
$1.94M +$176 +5 +0%
RWP
20
RWA Wealth Partners
Massachusetts
$1.87M +$84.4K +2,394 +5%
CA
21
Cornerstone Advisory
Maryland
$1.58M +$16.6K +470 +1%
TFS
22
Thoroughbred Financial Services
Tennessee
$1.54M -$101K -2,870 -6%
BFA
23
Beaumont Financial Advisors
Massachusetts
$1.43M -$54.1K -1,535 -4%
AWS
24
Atria Wealth Solutions
New York
$1.43M -$27.1K -767 -2%
ASN
25
Advisory Services Network
Georgia
$1.4M -$26.9K -764 -2%
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