Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

T Rowe Price Exchange-Traded (TDVG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — TDVG

Based on 137 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TDVG 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
137 hedge funds hold TDVG 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 — +23% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+23% 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 — 59% buying

74 buying51 selling
Last quarter: 74 funds bought or added vs 51 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new TDVG position: 4 → 24 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 27% medium ■ 22% new
70 out of 137 hedge funds have held TDVG 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 — ~18 new funds/quarter

12 → 4 → 24 → 11 → 18 new funds/Q
New funds entering each quarter: 4 → 24 → 11 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 29% newcomers

■ 48% veterans ■ 23% 1-2yr ■ 29% new
Entry-cohort mix of 137 holders: 66 (48%) are 2+ year veterans, 31 entered 1–2 years ago, and 40 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
15 of 137 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in TDVG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — TDVG

In 2026 Q2, 74 hedge funds were net buyers of TDVG (18 opened a new position, 56 added to an existing one), while 51 reduced or exited (43 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 49% of total institutional value in TDVG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: TDVG

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

Market Analysis: TDVG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDVG

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: TDVG
136 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 136 127 7.09%
13F Shares 19M 19M 0.81%
Total Value $851M $764M 11.48%
New Positions 17 11 +6
Increased Positions 56 51 +5
Closed Positions 8 12 -4
Reduced Positions 43 47 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDVG

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Institutional Holders (2026 Q2)

136 + investors

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

QUARTER:
Top 25 TDVG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yarger Wealth Strategies, LLC 7.04% 395,595 $19.6M
2 TPG Advisors LLC 2.42% 89,791 $4.4M
3 Frontier Asset Management, LLC 1.74% 198,048 $9.7M
4 Nautilus Advisors LLC 1.70% 58,203 $2.9M
5 Lighthouse Wealth Management Inc. 1.31% 43,043 $2.1M
6 Mb, Levis & Associates, LLC 1.07% 59,470 $2.9M
7 Sequoia Financial Advisors, LLC 1.07% 4,396,076 $215.5M
8 Sandy Cove Advisors, LLC 1.07% 87,200 $4.3M
9 United Advisor Group, LLC 1.04% 200,703 $9.8M
10 Grant Street Asset Management, Inc. 0.99% 122,735 $6.0M
11 Asset One Wealth Management LLC 0.55% 105,775 $5.2M
12 Selby Wealth Management, LLC 0.49% 27,921 $1.4M
13 Marquette Associates, INC. 0.48% 13,378 $656K
14 NavPoint Financial, Inc. 0.47% 25,722 $1.3M
15 MBL Wealth, LLC 0.37% 112,033 $5.5M
16 Saxony Capital Management, LLC 0.32% 14,214 $697K
17 Bill Few Associates, Inc. 0.30% 28,493 $1.4M
18 Formidable Asset Management, LLC 0.23% 32,312 $1.4M
19 Wealthcare Capital Partners, LLC 0.22% 11,027 $541K
20 Centaurus Financial, INC. 0.22% 116,664 $5.7M
21 Future Financial Wealth Managment LLC 0.21% 6,738 $333K
22 Studio Investment Management LLC 0.19% 23,210 $1.1M
23 Equita Financial Network, Inc. 0.18% 13,157 $645K
24 Fortis Group Advisors, LLC 0.16% 20,818 $1.0M
25 Capital Investment Advisory Services, LLC 0.16% 52,052 $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 (TDVG)

What does the Smart Money Trend signal show for TDVG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TDVG 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 TDVG?

Slight buying edge — 59% buying: Last quarter: 74 funds bought or added vs 51 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 TDVG holders?

Elite ownership — 49% AUM from top-100 funds: 15 of 137 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in TDVG. 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 TDVG?

51% of holders stayed for 2+ years: 70 out of 137 hedge funds have held TDVG 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.

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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