We are live on ! Find out more
TDVG icon

T. Rowe Price Dividend Growth ETF
TDVG

113 hedge funds and large institutions have $548M invested in T. Rowe Price Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

14% more capital invested

Capital invested by funds: $480M → $548M (+$68M)

6% more funds holding

Funds holding: 107 → 113 (+6)

0.91% more ownership

Funds ownership: 61.78% → 62.7% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
48
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$8.76M
3
MW
MBL Wealth
North Carolina
+$5.84M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.71M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
-$1.63M
2
Stifel Financial
Stifel Financial
Missouri
-$895K
3
JWBC
John W. Brooker & Co
California
-$802K
4
SFA
Sequoia Financial Advisors
Ohio
-$731K
5
AWS
Atria Wealth Solutions
New York
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Pension Service
1
National Pension Service
South Korea
$117M – – –
Bank of America
2
Bank of America
North Carolina
$68.3M +$11M +271,807 +20%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$64.6M – – –
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.8M +$8.76M +217,053 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.4M +$387K +9,595 +2%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$15M +$608K +15,060 +4%
SFA
7
Sequoia Financial Advisors
Ohio
$14.1M -$731K -18,110 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$13.5M +$4.71M +116,693 +58%
YWS
9
Yarger Wealth Strategies
Ohio
$13.5M -$139K -3,455 -1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$11.6M +$2.98M +73,967 +37%
AF
11
Allworth Financial
California
$11.3M +$183K +4,546 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.2M +$98.4K +2,439 +0.9%
FAM
13
Frontier Asset Management
Wyoming
$8.86M -$92.8K -2,301 -1%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$8.71M +$1.51M +37,447 +22%
UAG
15
United Advisor Group
Ohio
$7.85M -$392K -9,715 -5%
LPL Financial
16
LPL Financial
California
$7.73M +$1.58M +39,038 +27%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.54M +$779K +19,307 +14%
MW
18
MBL Wealth
North Carolina
$6.14M +$5.84M +144,787 New
SIM
19
Stratos Investment Management
Ohio
$4.72M +$1.58M +39,259 +54%
Mariner
20
Mariner
Kansas
$4.56M +$220K +5,460 +5%
GSAM
21
Grant Street Asset Management
Pennsylvania
$4.24M -$6.13K -152 -0.2%
KPWS
22
Kestra Private Wealth Services
Texas
$3.98M -$560K -13,890 -13%
TA
23
TPG Advisors
Illinois
$3.92M +$10.2K +253 +0.3%
AWM
24
Axxcess Wealth Management
California
$3.38M +$838K +20,775 +35%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$3.09M +$690K +17,101 +31%
1
2 3 4 5

TDVG Hedge Fund Activity: Q2 2025 in Review

113 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q2 2025, worth a combined $548M — up 14% from $480M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TDVG positions and 5 closed out — a net gain of 6 holders — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Stratos Wealth Advisors, cutting an estimated $1.63M.

  • 113 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $548M of T. Rowe Price Dividend Growth ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 11 funds opened new T. Rowe Price Dividend Growth ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest T. Rowe Price Dividend Growth ETF buyer in Q2 2025 was Bank of America, an estimated $11M added.
  • The largest T. Rowe Price Dividend Growth ETF seller in Q2 2025 was Stratos Wealth Advisors, an estimated $1.63M sold.

Based on aggregated 13F filings for Q2 2025.