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T. Rowe Price Equity Income ETF

17 hedge funds and large institutions have $6.92M invested in T. Rowe Price Equity Income ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

83% more capital invested

Capital invested by funds: $3.77M → $6.92M (+$3.15M)

70% more funds holding

Funds holding: 1017 (+7)

4.6% more ownership

Funds ownership: 7.77%12.37% (+4.6%)

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1
Laurel Wealth Advisors (California)
California
$3.37M +$1.47M +41,309 +79%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$688K +$15.7K +439 +2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$529K +$97.2K +2,725 +23%
CTC
4
Central Trust Company
Missouri
$495K +$393K +11,012 +406%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$427K +$422K +11,827 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$299K -$383K -10,723 -56%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$287K +$284K +7,963 New
BCA
8
Bay Colony Advisors
Massachusetts
$222K +$219K +6,146 New
TCOK
9
Trust Company of Kansas
Kansas
$206K +$204K +5,713 New
WPWM
10
Western Pacific Wealth Management
Illinois
$104K +$103K +2,900 New
CAL
11
Capital Analysts LLC
Pennsylvania
$69K +$7.14K +200 +12%
GWM
12
Geneos Wealth Management
Colorado
$58K +$892 +25 +2%
AF
13
Advisornet Financial
Minnesota
$58K +$57.1K +1,600 New
APA
14
American Portfolios Advisors
New York
$42.4K
AIP
15
Ahrens Investment Partners
Louisiana
$40K +$39.3K +1,100 New
CA
16
CoreCap Advisors
Michigan
$17K +$16.4K +460 New
FCG
17
Financial Connections Group
California
$6K +$6.39K +179 New
UBS Group
18
UBS Group
Switzerland
-$47K -1,386 Closed
KIG
19
Kowal Investment Group
Wisconsin
-$3K -91 Closed

TEQI Hedge Fund Activity: Q4 2021 in Review

17 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Equity Income ETF (TEQI) for Q4 2021, worth a combined $6.92M — up 83% from $3.77M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TEQI positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Laurel Wealth Advisors (California), adding an estimated $1.47M. The largest seller was Royal Bank of Canada, cutting an estimated $383K.

  • 17 institutional investors held T. Rowe Price Equity Income ETF (TEQI) as of Q4 2021, up from 10 in Q3 2021.
  • Funds reported $6.92M of T. Rowe Price Equity Income ETF stock for Q4 2021, up 83% quarter-over-quarter.
  • 9 funds opened new T. Rowe Price Equity Income ETF positions in Q4 2021 and 2 closed out, a net change of +7 holders.
  • The largest T. Rowe Price Equity Income ETF buyer in Q4 2021 was Laurel Wealth Advisors (California), an estimated $1.47M added.
  • The largest T. Rowe Price Equity Income ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $383K sold.

Based on aggregated 13F filings for Q4 2021.