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T. Rowe Price Equity Income ETF

19 hedge funds and large institutions have $14.8M invested in T. Rowe Price Equity Income ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more capital invested

Capital invested by funds: $6.92M → $14.8M (+$7.91M)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more funds holding

Funds holding: 1719 (+2)

7.2% more ownership

Funds ownership: 12.37%19.56% (+7.2%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1
Dynamic Advisor Solutions
Arizona
$5.9M +$5.84M +159,487 New
AIP
2
Ahrens Investment Partners
Louisiana
$1.95M +$1.9M +51,755 +4,705%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.49M +$773K +21,119 +111%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$783K +$239K +6,526 +45%
LF
5
Lantz Financial
Illinois
$756K +$749K +20,452 New
CAN
6
Cetera Advisor Networks
California
$606K +$600K +16,385 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$587K +$290K +7,908 +99%
KIG
8
Kowal Investment Group
Wisconsin
$550K +$545K +14,883 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$506K +$198K +5,395 +65%
CTC
10
Central Trust Company
Missouri
$442K -$64.4K -1,759 -13%
FPGK
11
Financial Partners Group (Kansas)
Kansas
$439K +$435K +11,880 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$315K -$121K -3,304 -28%
TCOK
13
Trust Company of Kansas
Kansas
$211K
WPWM
14
Western Pacific Wealth Management
Illinois
$107K
GWM
15
Geneos Wealth Management
Colorado
$64K +$5.13K +140 +9%
CAL
16
Capital Analysts LLC
Pennsylvania
$63K -$7.32K -200 -11%
APA
17
American Portfolios Advisors
New York
$43.4K
Morgan Stanley
18
Morgan Stanley
New York
$10K +$10K +274 New
FCG
19
Financial Connections Group
California
$6K
LWAC
20
Laurel Wealth Advisors (California)
California
-$3.37M -93,340 Closed
BCA
21
Bay Colony Advisors
Massachusetts
-$222K -6,146 Closed
AF
22
Advisornet Financial
Minnesota
-$58K -1,600 Closed
CA
23
CoreCap Advisors
Michigan
-$17K -460 Closed

TEQI Hedge Fund Activity: Q1 2022 in Review

19 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Equity Income ETF (TEQI) for Q1 2022, worth a combined $14.8M — up 114% from $6.92M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TEQI positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $5.84M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $3.37M sold.

  • 19 institutional investors held T. Rowe Price Equity Income ETF (TEQI) as of Q1 2022, up from 17 in Q4 2021.
  • Funds reported $14.8M of T. Rowe Price Equity Income ETF stock for Q1 2022, up 114% quarter-over-quarter.
  • 6 funds opened new T. Rowe Price Equity Income ETF positions in Q1 2022 and 4 closed out, a net change of +2 holders.
  • The largest T. Rowe Price Equity Income ETF buyer in Q1 2022 was Dynamic Advisor Solutions, an estimated $5.84M added.
  • The largest T. Rowe Price Equity Income ETF seller in Q1 2022 was Laurel Wealth Advisors (California), an estimated $3.37M sold.

Based on aggregated 13F filings for Q1 2022.