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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
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
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
Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$68.9M +$40.7M +975,000 +144%
DAS
2
Dynamic Advisor Solutions
Arizona
$5.53M -$86.2K -2,063 -2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.26M +$412K +9,852 +11%
Stifel Financial
4
Stifel Financial
Missouri
$3.24M +$750K +17,966 +30%
LF
5
Lantz Financial
Illinois
$3.14M +$624K +14,945 +25%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$2.65M +$942K +22,554 +55%
Bank of America
7
Bank of America
North Carolina
$1.74M +$258K +6,186 +17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.25M +$45.9K +1,100 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$779K -$79.4K -1,900 -9%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$760K +$499K +11,958 +191%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$734K -$66.9K -1,602 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$704K -$151K -3,627 -18%
WA
13
Waverly Advisors
Alabama
$693K -$36.4K -872 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$608K +$608K +14,566 New
DADC
15
D.A. Davidson & Co
Montana
$507K -$6.35K -152 -1%
KAS
16
Kestra Advisory Services
Texas
$284K +$18.8K +450 +7%
BDFN
17
Bond & Devick Financial Network
Minnesota
$270K
OC
18
Oarsman Capital
Wisconsin
$259K +$42 +1 +0%
CTC
19
Central Trust Company
Missouri
$239K -$97.6K -2,336 -29%
KIG
20
Kowal Investment Group
Wisconsin
$229K +$1K +24 +0.4%
SWP
21
Stratos Wealth Partners
Ohio
$223K +$223K +5,350 New
FCG
22
Financial Connections Group
California
$210K -$16.5K -396 -7%
TSWM
23
Triangle Securities Wealth Management
North Carolina
$201K +$201K +4,813 New
GWM
24
Geneos Wealth Management
Colorado
$55.3K
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$42K +$42K +1,005 New