Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

T ROWE PRICE ETF INC (TDVG)

126 + Investors. Track Smart Money conviction in TDVG. 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
↑ +18
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — TDVG

Based on 126 hedge funds · latest filing: 2025 Q4 · 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
126 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 — +25% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+25% 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 — 69% buying

84 buying37 selling
Last quarter: 84 funds were net buyers (24 opened a brand new position + 60 added to an existing one). Only 37 were sellers (31 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new TDVG position: 7 → 11 → 4 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 30% medium 26% new
55 out of 126 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.
🚀

Acceleration phase — new buyers rushing in

18 → 7 → 11 → 4 → 24 new funds/Q
New funds entering each quarter: 7 → 11 → 4 → 24. 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.
🏛️

Deep conviction — 42% of holders stayed 2+ years

42% veterans 23% 1-2yr 35% new
Of 126 current holders: 53 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
15 of 126 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: TDVG
2026 Q1 Stats Unlock in 16 days 126 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 126 108 16.67%
13F Shares 16M 17M -5.04%
Total Value $667M $690M -3.23%
New Positions 24 4 +20
Increased Positions 60 56 +4
Closed Positions 6 5 +1
Reduced Positions 31 30 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDVG

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Financial Highlights

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Institutional Holders (2026 Q1)

126 + investors

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

Top 25 institutional holders of TDVG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TPG Advisors LLC 2.46% 88,498 $3.9M
2 Nautilus Advisors LLC 1.76% 57,480 $2.6M
3 Lighthouse Wealth Management Inc. 1.15% 37,761 $1.7M
4 United Advisor Group, LLC 1.10% 199,566 $8.9M
5 Sequoia Financial Advisors, LLC 1.06% 4,234,788 $189.0M
6 MB, LEVIS & ASSOCIATES, LLC 0.95% 50,969 $2.3M
7 Saxony Capital Management, LLC 0.81% 31,469 $1.4M
8 Financial Connections Group, Inc. 0.64% 41,161 $2K
9 MBL Wealth, LLC 0.47% 140,277 $6.3M
10 NavPoint Financial, Inc. 0.46% 25,342 $1.1M
11 Selby Wealth Management, LLC 0.45% 25,845 $1.2M
12 Nvest Wealth Strategies, Inc. 0.37% 11,802 $527K
13 Bill Few Associates, Inc. 0.30% 28,113 $1.3M
14 Newman Dignan & Sheerar, Inc. 0.26% 28,188 $1.3M
15 Equita Financial Network, Inc. 0.25% 17,572 $784K
16 Formidable Asset Management, LLC 0.23% 33,526 $1.5M
17 Wealthcare Capital Partners, LLC 0.23% 10,784 $481K
18 Continuum Advisory, LLC 0.22% 52,035 $2.3M
19 Future Financial Wealth Managment LLC 0.20% 6,738 $314K
20 Capital Advisors, Ltd. LLC 0.14% 28,041 $1K
21 Comprehensive Financial Planning, Inc./PA 0.13% 4,269 $191K
22 BEAM WEALTH ADVISORS, INC. 0.12% 10,695 $477K
23 J. Derek Lewis & Associates Inc. 0.09% 8,845 $398K
24 MARINO, STRAM & ASSOCIATES LLC 0.08% 10,558 $471K
25 AXXCESS WEALTH MANAGEMENT, LLC 0.08% 59,115 $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 ETF INC (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?

More buyers than sellers — 69% buying: Last quarter: 84 funds were net buyers (24 opened a brand new position + 60 added to an existing one). Only 37 were sellers (31 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDVG holders?

Strong quality — 24% AUM from major funds: 15 of 126 holders rank in the top 100 by AUM, accounting for 24% 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 TDVG?

44% of holders stayed for 2+ years: 55 out of 126 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.