RMOP

Rockefeller Opportunistic Municipal Bond ETF
RMOP

Overview Fund Activity

15 hedge funds and large institutions have $209M invested in Rockefeller Opportunistic Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+7
Holders Change %
+87.5%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MNA
1
Manning & Napier Advisors
New York
$21.2M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$125M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.9M
4
LPL Financial
4
LPL Financial
California
$3.87M
5
Jane Street
5
Jane Street
New York
$4.18M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Comerica Bank
2
Comerica Bank
Texas
$49K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$125M +$8.6M +351,168 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$52.9M +$5.87M +239,695 +12%
MNA
3
Manning & Napier Advisors
New York
$21.2M +$21.2M +863,608 New
Jane Street
4
Jane Street
New York
$4.18M +$3.06M +124,860 +274%
LPL Financial
5
LPL Financial
California
$3.87M +$3.87M +157,885 New
Goldman Sachs
6
Goldman Sachs
New York
$366K +$366K +14,921 New
DAS
7
Diversify Advisory Services
Utah
$261K +$1.07K +44 +0.4%
SPIA
8
Steward Partners Investment Advisory
New York
$242K +$15.1K +617 +7%
DBRC
9
D.B. Root & Company
Pennsylvania
$223K +$223K +9,102 New
SC
10
SouthState Corp
Florida
$190K – – –
Comerica Bank
11
Comerica Bank
Texas
$49K -$98K -4,000 -67%
PWA
12
Physician Wealth Advisors
Utah
$30.8K +$30.8K +1,257 New
CA
13
Clearstead Advisors
Ohio
$14.5K +$14.5K +591 New
AssetMark Inc
14
AssetMark Inc
California
$2.18K +$2.18K +89 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K +$1K +50 New
Citadel Advisors
16
Citadel Advisors
Florida
– -$201K -8,010 Closed