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T. Rowe Price Equity Income ETF

35 hedge funds and large institutions have $97.7M invested in T. Rowe Price Equity Income ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

96% more capital invested

Capital invested by funds: $49.9M → $97.7M (+$47.8M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

17.51% more ownership

Funds ownership: 26.06%43.57% (+18%)

9% more funds holding

Funds holding: 3235 (+3)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$68.9M +$39.4M +975,000 +144%
DAS
2
Dynamic Advisor Solutions
Arizona
$5.53M -$83.5K -2,063 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.26M +$399K +9,852 +11%
Stifel Financial
4
Stifel Financial
Missouri
$3.24M +$727K +17,966 +30%
LF
5
Lantz Financial
Illinois
$3.14M +$605K +14,945 +25%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$2.65M +$912K +22,554 +55%
Bank of America
7
Bank of America
North Carolina
$1.74M +$250K +6,186 +17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.25M +$44.5K +1,100 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$779K -$76.9K -1,900 -9%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$760K +$484K +11,958 +191%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$734K -$64.8K -1,602 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$704K -$147K -3,627 -18%
WA
13
Waverly Advisors
Alabama
$693K -$35.3K -872 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$608K +$589K +14,566 New
DADC
15
D.A. Davidson & Co
Montana
$507K -$6.15K -152 -1%
KAS
16
Kestra Advisory Services
Texas
$284K +$18.2K +450 +7%
BDFN
17
Bond & Devick Financial Network
Minnesota
$270K
OC
18
Oarsman Capital
Wisconsin
$259K +$40 +1 +0%
CTC
19
Central Trust Company
Missouri
$239K -$94.5K -2,336 -29%
KIG
20
Kowal Investment Group
Wisconsin
$229K +$971 +24 +0.4%
SWP
21
Stratos Wealth Partners
Ohio
$223K +$216K +5,350 New
FCG
22
Financial Connections Group
California
$210K -$16K -396 -7%
TSWM
23
Triangle Securities Wealth Management
North Carolina
$201K +$195K +4,813 New
GWM
24
Geneos Wealth Management
Colorado
$55.3K
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$42K +$40.7K +1,005 New

TEQI Hedge Fund Activity: Q3 2024 in Review

35 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Equity Income ETF (TEQI) for Q3 2024, worth a combined $97.7M — up 96% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TEQI positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $39.4M. The largest seller was M Holdings Securities, exiting entirely with an estimated $238K sold.

  • 35 institutional investors held T. Rowe Price Equity Income ETF (TEQI) as of Q3 2024, up from 32 in Q2 2024.
  • Funds reported $97.7M of T. Rowe Price Equity Income ETF stock for Q3 2024, up 96% quarter-over-quarter.
  • 5 funds opened new T. Rowe Price Equity Income ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest T. Rowe Price Equity Income ETF buyer in Q3 2024 was T. Rowe Price Associates, an estimated $39.4M added.
  • The largest T. Rowe Price Equity Income ETF seller in Q3 2024 was M Holdings Securities, an estimated $238K sold.

Based on aggregated 13F filings for Q3 2024.