Stock Analysis
Data Source: SEC EDGAR 13F
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T Rowe Price Exchange-Traded (TCHP)

181 + Investors. Track Smart Money conviction in TCHP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — TCHP

Based on 182 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TCHP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
182 hedge funds hold TCHP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

93 buying75 selling
Last quarter: 93 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 46 → 24 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

40% conviction (2yr+) 27% medium 33% new
73 out of 182 hedge funds have held TCHP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~27 new funds/quarter

18 → 14 → 46 → 24 → 27 new funds/Q
New funds entering each quarter: 14 → 46 → 24 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 38% newcomers

40% veterans 21% 1-2yr 38% new
Entry-cohort mix of 182 holders: 73 (40%) are 2+ year veterans, 39 entered 1–2 years ago, and 70 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
17 of 182 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in TCHP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TCHP

In 2026 Q2, 93 hedge funds were net buyers of TCHP (27 opened a new position, 66 added to an existing one), while 75 reduced or exited (55 trimmed, 20 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in TCHP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 182.

Hedge Fund Ownership: TCHP

How many hedge funds hold TCHP — quarterly history vs. share price
Quarterly hedge fund ownership of TCHP vs. share price

Market Analysis: TCHP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TCHP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy T Rowe Price Exchange-Traded (TCHP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TCHP has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
TCHP
-0.6%
SPY
-2.0%

TCHP outperformed SPY by +1.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
TCHP
-3.5%
SPY
-1.4%

Since the filing became public, TCHP outperformed SPY by -2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: TCHP
181 + Investors

Track Smart Money conviction in TCHP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 181 175 3.43%
13F Shares 32M 32M 0.45%
Total Value $1.38B $1.23B 12.49%
New Positions 27 24 +3
Increased Positions 66 69 -3
Closed Positions 21 22 -1
Reduced Positions 55 53 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCHP

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Institutional Holders (2026 Q2)

181 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TCHP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TCHP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armstrong, Fleming & Moore, Inc 9.62% 580,080 $29.1M
2 John & Kathleen Schreiber Foundation 5.83% 111,349 $5.6M
3 Mjp Associates Inc /Adv 5.31% 969,375 $48.6M
4 Advisor OS, LLC 4.11% 1,230,918 $61.7M
5 Mars Jewett Financial Group, INC. 3.71% 365,559 $18.3M
6 Harbor Group, Inc. 3.26% 553,441 $27.7M
7 Hopwood Financial Services, Inc. 3.04% 104,749 $5.2M
8 Croban 2.50% 113,403 $5.7M
9 National Wealth Management Group, LLC 1.96% 126,336 $6.3M
10 Comprehensive Financial Planning, Inc./PA 1.70% 63,633 $3.2M
11 Souders Financial Advisors 1.62% 321,483 $16.1M
12 Glenview Trust Co 1.43% 2,061,290 $91.1M
13 REDW Wealth LLC 1.40% 78,276 $3.9M
14 Ducere Wealth Management LLC 1.39% 92,119 $4.6M
15 Thayer Partners, LLC / MA 1.27% 61,365 $3.1M
16 NBZ Investment Advisors LLC 1.23% 63,188 $3.2M
17 CMH Wealth Management LLC 1.20% 157,576 $7.9M
18 Koshinski Asset Management, Inc. 0.91% 341,636 $17.1M
19 Ellerson Group Inc /Adv 0.82% 27,652 $1.4M
20 Saxony Capital Management, LLC 0.81% 35,201 $1.8M
21 Greenline Wealth Management LLC 0.71% 17,198 $861K
22 Linscomb Wealth, Inc. 0.63% 289,957 $14.5M
23 Sound Income Strategies, LLC 0.61% 271,438 $13.6M
24 Heritage Trust Co 0.56% 128,332 $6.4M
25 Copper Harbor Investment Advisors, LLC 0.55% 51,464 $2.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — T Rowe Price Exchange-Traded (TCHP)

What does the Smart Money Trend signal show for TCHP?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TCHP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TCHP?

Slight buying edge — 55% buying: Last quarter: 93 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TCHP holders?

Elite ownership — 41% AUM from top-100 funds: 17 of 182 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in TCHP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TCHP?

40% of holders stayed for 2+ years: 73 out of 182 hedge funds have held TCHP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy T Rowe Price Exchange-Traded (TCHP) following the 2026 Q2 hedge fund 13F filings?

As of today, TCHP has moved -3.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (June 30, 2026), TCHP has gained -0.6% vs -2.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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