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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

87 hedge funds and large institutions have $216M invested in T. Rowe Price Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
13
Increased
36
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.83M
2
UAG
United Advisor Group
Ohio
+$5.32M
3
YWS
Yarger Wealth Strategies
Ohio
+$4.82M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.19M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.16M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.63M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.19M
4
FAM
Frontier Asset Management
Wyoming
-$2.17M
5
AWS
Atria Wealth Solutions
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$29.3M +$1.33M +34,952 +5%
SFA
2
Sequoia Financial Advisors
Ohio
$26.9M +$579K +15,231 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.3M -$3.53M -92,876 -18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M +$754K +19,829 +5%
WAM
5
WNY Asset Management
New York
$11.6M +$5.51K +145 +0%
FAM
6
Frontier Asset Management
Wyoming
$10.8M -$2.17M -57,206 -17%
SFA
7
Souders Financial Advisors
Ohio
$10.4M +$128K +3,358 +1%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$10.2M +$5.83M +153,548 +135%
YWS
9
Yarger Wealth Strategies
Ohio
$9.1M +$4.82M +126,772 +112%
UAG
10
United Advisor Group
Ohio
$5.32M +$5.32M +140,010 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.71M +$3.65M +96,115 +347%
SWA
12
Stratos Wealth Advisors
Ohio
$4.49M +$7.75K +204 +0.2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$4.43M -$1.02M -26,748 -19%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$4.27M +$4.19M +110,248 +5,106%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$4.16M +$4.16M +113,307 New
GSAM
16
Grant Street Asset Management
Pennsylvania
$3.93M -$45K -1,183 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.87M +$8.21K +216 +0.2%
CAN
18
Cetera Advisor Networks
California
$3.62M +$290K +7,637 +9%
FCG
19
Financial Connections Group
California
$3.01M +$923K +24,290 +44%
ELI
20
Empire Life Investments
Ontario, Canada
$2.26M -$536K -14,100 -19%
RWP
21
RWA Wealth Partners
Massachusetts
$2.09M +$80.8K +2,125 +4%
TFS
22
Thoroughbred Financial Services
Tennessee
$1.64M -$17.9K -472 -1%
BFA
23
Beaumont Financial Advisors
Massachusetts
$1.54M -$1.67K -44 -0.1%
ASN
24
Advisory Services Network
Georgia
$1.52M +$11.4K +300 +0.8%
AWM
25
Axxcess Wealth Management
California
$1.45M -$43.5K -1,145 -3%
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