Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

T ROWE PRICE ETF INC (TCHP)

167 + 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
↑ +37
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — TCHP

Based on 167 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
167 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 — +44% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+44% 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.
🟢

More buyers than sellers — 70% buying

108 buying47 selling
Last quarter: 108 funds were net buyers (46 opened a brand new position + 62 added to an existing one). Only 47 were sellers (38 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new TCHP position: 14 → 17 → 13 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 32% new

37% conviction (2yr+) 32% medium 32% new
Of the 167 current holders: 61 (37%) held >2 years, 53 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

25 → 14 → 17 → 13 → 46 new funds/Q
New funds entering each quarter: 14 → 17 → 13 → 46. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 41% new entrants

37% veterans 22% 1-2yr 41% new
Of 167 current holders: 62 (37%) held 2+ years, 37 held 1–2 years, 68 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
13 of 167 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 6 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: TCHP
2026 Q1 Stats Unlock in 22 days 167 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 167 130 28.46%
13F Shares 21M 20M 4.97%
Total Value $902M $850M 6.11%
New Positions 46 13 +33
Increased Positions 62 59 +3
Closed Positions 9 10 -1
Reduced Positions 38 37 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCHP

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

167 + investors

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

Top 25 institutional holders of TCHP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armstrong, Fleming & Moore, Inc 10.48% 558,950 $24.7M
2 Harbor Group, Inc. 3.27% 512,441 $22.6M
3 Comprehensive Financial Planning, Inc./PA 1.95% 63,633 $2.8M
4 Lighthouse Wealth Management Inc. 1.29% 43,095 $1.9M
5 CMH Wealth Management LLC 1.11% 146,412 $6.5M
6 Saxony Capital Management, LLC 0.65% 25,416 $1.1M
7 Sound Income Strategies, LLC 0.49% 229,604 $10.2M
8 Koshinski Asset Management, Inc. 0.41% 150,235 $6.6M
9 Capital Advisors, Ltd. LLC 0.40% 80,001 $4K
10 Swisher Financial Concepts, Inc. 0.36% 14,563 $643K
11 MATRIX ASSET ADVISORS INC/NY 0.31% 76,249 $3.4M
12 OneAscent Financial Services LLC 0.22% 92,189 $4.1M
13 Future Financial Wealth Managment LLC 0.20% 6,196 $304K
14 Cascade Investment Advisors, Inc. 0.19% 7,359 $325K
15 Nvest Wealth Strategies, Inc. 0.17% 5,656 $250K
16 CFC Planning Co LLC 0.17% 5,487 $242K
17 MITCHELL MCLEOD PUGH & WILLIAMS INC 0.15% 23,703 $1.0M
18 AdvisorNet Financial, Inc 0.14% 62,909 $2.8M
19 CERTIOR FINANCIAL GROUP, LLC 0.14% 4,969 $220K
20 Essex Financial Services, Inc. 0.14% 55,636 $2.5M
21 PRECEDENT WEALTH PARTNERS, LLC 0.13% 14,387 $636K
22 EVOLUTION WEALTH MANAGEMENT INC. 0.11% 3,512 $155K
23 Equita Financial Network, Inc. 0.10% 7,165 $317K
24 MANCHESTER FINANCIAL INC 0.09% 10,513 $464K
25 NOVEM GROUP 0.09% 17,061 $754K
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 ETF INC (TCHP)

What does the Smart Money Trend signal show for TCHP?

Buying streak — 3 quarters in a row: For 3 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?

More buyers than sellers — 70% buying: Last quarter: 108 funds were net buyers (46 opened a brand new position + 62 added to an existing one). Only 47 were sellers (38 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TCHP holders?

Strong quality — 21% AUM from major funds: 13 of 167 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TCHP?

Mixed — 37% long-term, 32% new: Of the 167 current holders: 61 (37%) held >2 years, 53 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.