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T. Rowe Price Equity Income ETF

20 hedge funds and large institutions have $26.2M invested in T. Rowe Price Equity Income ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2020 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less capital invested

Capital invested by funds: $26.8M → $26.2M (-$538K)

1.32% less ownership

Funds ownership: 31.18%29.86% (-1.3%)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
1
Financial Connections Group
California
$12.7M +$1.45M +42,931 +12%
DAS
2
Dynamic Advisor Solutions
Arizona
$6.27M +$888K +26,233 +15%
CAN
3
Cetera Advisor Networks
California
$997K +$74K +2,186 +7%
LF
4
Lantz Financial
Illinois
$839K +$68.5K +2,024 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$813K -$158K -4,658 -15%
KIG
6
Kowal Investment Group
Wisconsin
$788K -$126K -3,729 -13%
CTC
7
Central Trust Company
Missouri
$734K +$289K +8,541 +55%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$703K -$7.38K -218 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$532K +$103K +3,044 +21%
AIP
10
Ahrens Investment Partners
Louisiana
$502K -$497K -14,700 -47%
HI
11
Harbour Investments
Wisconsin
$422K
FPGK
12
Financial Partners Group (Kansas)
Kansas
$365K
KAS
13
Kestra Advisory Services
Texas
$228K +$252K +7,462 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$139K -$81K -2,393 -35%
CAL
15
Capital Analysts LLC
Pennsylvania
$72K +$13.5K +400 +21%
GWM
16
Geneos Wealth Management
Colorado
$53K
AF
17
Advisornet Financial
Minnesota
$41K +$44.8K +1,325 New
APA
18
American Portfolios Advisors
New York
$35.9K
SCA
19
Stonebridge Capital Advisors
Minnesota
$34K +$38.1K +1,125 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
-$549K -16,675 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$296K -9,011 Closed
CA
22
CoreCap Advisors
Michigan
-$15K -460 Closed
UBS Group
23
UBS Group
Switzerland
-$8.93K -264 -96%

TEQI Hedge Fund Activity: Q3 2022 in Review

20 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Equity Income ETF (TEQI) for Q3 2022, worth a combined $26.2M — down 2% from $26.8M a quarter earlier.

Fund positioning in TEQI was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Financial Connections Group, adding an estimated $1.45M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $549K sold.

  • 20 institutional investors held T. Rowe Price Equity Income ETF (TEQI) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $26.2M of T. Rowe Price Equity Income ETF stock for Q3 2022, down 2% quarter-over-quarter.
  • 3 funds opened new T. Rowe Price Equity Income ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest T. Rowe Price Equity Income ETF buyer in Q3 2022 was Financial Connections Group, an estimated $1.45M added.
  • The largest T. Rowe Price Equity Income ETF seller in Q3 2022 was Cetera Investment Advisers, an estimated $549K sold.

Based on aggregated 13F filings for Q3 2022.