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T. Rowe Price Equity Income ETF

28 hedge funds and large institutions have $20.3M invested in T. Rowe Price Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
1
Dynamic Advisor Solutions
Arizona
$5.15M -$334K -9,116 -6%
CAN
2
Cetera Advisor Networks
California
$2.81M +$609K +16,673 +28%
LF
3
Lantz Financial
Illinois
$1.85M +$73.1K +2,002 +4%
CTC
4
Central Trust Company
Missouri
$1.57M -$151K -4,124 -9%
Stifel Financial
5
Stifel Financial
Missouri
$1.44M -$127K -3,468 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.06M +$776K +21,230 +269%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$814K +$110K +3,001 +16%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$769K -$10.7K -294 -1%
Bank of America
9
Bank of America
North Carolina
$716K +$572K +15,649 +396%
Goldman Sachs
10
Goldman Sachs
New York
$543K +$543K +14,853 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$503K -$22.6K -617 -4%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$451K
HI
13
Harbour Investments
Wisconsin
$378K -$30.8K -842 -8%
DADC
14
D.A. Davidson & Co
Montana
$368K +$30.6K +839 +9%
FCG
15
Financial Connections Group
California
$283K -$167K -4,565 -37%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$243K +$243K +6,651 New
BDFN
17
Bond & Devick Financial Network
Minnesota
$236K +$236K +6,472 New
KIG
18
Kowal Investment Group
Wisconsin
$235K -$17.7K -485 -7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$212K -$57.1K -1,564 -21%
TCOK
20
Trust Company of Kansas
Kansas
$209K +$209K +5,713 New
KAS
21
Kestra Advisory Services
Texas
$200K +$200K +5,487 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$104K -$59.3K -1,625 -36%
GWM
23
Geneos Wealth Management
Colorado
$48.4K
UBS Group
24
UBS Group
Switzerland
$31.1K +$31.1K +851 New
Osaic Holdings
25
Osaic Holdings
Arizona
$29.2K -$8.26K -226 -22%