We are live on ! Find out more
RMOP

Rockefeller Opportunistic Municipal Bond ETF

15 hedge funds and large institutions have $185M invested in Rockefeller Opportunistic Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0% more funds holding

Funds holding: 1515 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

11% less capital invested

Capital invested by funds: $209M → $185M (-$23.9M)

27.9% less ownership

Funds ownership: 121.62%93.72% (-28%)

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$85.2M -$41.2M -1,690,241 -33%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57.8M +$3.85M +157,744 +7%
MNA
3
Manning & Napier Advisors
New York
$21.2M -$349K -14,308 -2%
SC
4
SouthState Corp
Florida
$8.75M +$8.37M +343,121 +4,427%
LPL Financial
5
LPL Financial
California
$5.52M +$1.55M +63,377 +40%
GWM
6
Geneos Wealth Management
Colorado
$2.83M +$2.77M +113,649 New
Goldman Sachs
7
Goldman Sachs
New York
$1.54M +$1.14M +46,677 +313%
Jane Street
8
Jane Street
New York
$764K -$3.41M -139,819 -82%
SPIA
9
Steward Partners Investment Advisory
New York
$353K +$104K +4,260 +43%
Stifel Financial
10
Stifel Financial
Missouri
$344K +$337K +13,800 New
DAS
11
Diversify Advisory Services
Utah
$273K +$2.56K +105 +1%
Comerica Bank
12
Comerica Bank
Texas
$49.9K
UBS Group
13
UBS Group
Switzerland
$34.6K +$33.9K +1,389 New
PWA
14
Physician Wealth Advisors
Utah
$31.4K
CA
15
Clearstead Advisors
Ohio
$14.7K
DBRC
16
D.B. Root & Company
Pennsylvania
-$223K -9,102 Closed
AssetMark Inc
17
AssetMark Inc
California
-$2.18K -89 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$1K -50 Closed

RMOP Hedge Fund Activity: Q3 2025 in Review

15 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Opportunistic Municipal Bond ETF (RMOP) for Q3 2025, worth a combined $185M — down 11% from $209M a quarter earlier.

Fund positioning in RMOP was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was SouthState Corp, adding an estimated $8.37M. The largest seller was Rockefeller Capital Management, cutting an estimated $41.2M.

  • 15 institutional investors held Rockefeller Opportunistic Municipal Bond ETF (RMOP) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $185M of Rockefeller Opportunistic Municipal Bond ETF stock for Q3 2025, down 11% quarter-over-quarter.
  • 3 funds opened new Rockefeller Opportunistic Municipal Bond ETF positions in Q3 2025 and 3 closed out, a net change of 0 holders.
  • The largest Rockefeller Opportunistic Municipal Bond ETF buyer in Q3 2025 was SouthState Corp, an estimated $8.37M added.
  • The largest Rockefeller Opportunistic Municipal Bond ETF seller in Q3 2025 was Rockefeller Capital Management, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2025.