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T. Rowe Price Equity Income ETF

20 hedge funds and large institutions have $16.8M invested in T. Rowe Price Equity Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

4% less capital invested

Capital invested by funds: $17.4M → $16.8M (-$613K)

1.05% less ownership

Funds ownership: 17.29%16.24% (-1.1%)

5% less funds holding

Funds holding: 2120 (-1)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1
Dynamic Advisor Solutions
Arizona
$5.2M -$1.39M -41,284 -21%
CAN
2
Cetera Advisor Networks
California
$1.92M +$328K +9,746 +21%
CTC
3
Central Trust Company
Missouri
$1.58M -$1.82K -54 -0.1%
LF
4
Lantz Financial
Illinois
$1.48M +$132K +3,917 +10%
Stifel Financial
5
Stifel Financial
Missouri
$1.23M -$178K -5,279 -13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.17M +$396K +11,758 +53%
FCG
7
Financial Connections Group
California
$932K -$331K -9,826 -27%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$711K -$31.3K -930 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$518K -$46.9K -1,393 -8%
HI
10
Harbour Investments
Wisconsin
$508K -$49.7K -1,477 -9%
FPGK
11
Financial Partners Group (Kansas)
Kansas
$433K
DADC
12
D.A. Davidson & Co
Montana
$308K +$6.66K +198 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$265K -$17.6K -524 -6%
KIG
14
Kowal Investment Group
Wisconsin
$240K -$148K -4,387 -39%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$154K -$2.52K -75 -2%
GWM
16
Geneos Wealth Management
Colorado
$56K -$4.37K -130 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$42.8K -$5.11K -152 -11%
Bank of America
18
Bank of America
North Carolina
$42.6K +$41.5K +1,235 New
JP Morgan Chase
19
JP Morgan Chase
New York
$6.46K +$774 +23 +14%
AF
20
Advisornet Financial
Minnesota
$3.45K
UBS Group
21
UBS Group
Switzerland
-$198K -5,895 Closed

TEQI Hedge Fund Activity: Q2 2023 in Review

20 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Equity Income ETF (TEQI) for Q2 2023, worth a combined $16.8M — down 3.5% from $17.4M a quarter earlier.

Fund positioning in TEQI was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $396K. The largest seller was Dynamic Advisor Solutions, cutting an estimated $1.39M.

  • 20 institutional investors held T. Rowe Price Equity Income ETF (TEQI) as of Q2 2023, down from 21 in Q1 2023.
  • Funds reported $16.8M of T. Rowe Price Equity Income ETF stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 1 fund opened new T. Rowe Price Equity Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest T. Rowe Price Equity Income ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $396K added.
  • The largest T. Rowe Price Equity Income ETF seller in Q2 2023 was Dynamic Advisor Solutions, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2023.