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RMOP

Rockefeller Opportunistic Municipal Bond ETF
RMOP

23 hedge funds and large institutions have $317M invested in Rockefeller Opportunistic Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

72% more capital invested

Capital invested by funds: $185M → $317M (+$132M)

53% more funds holding

Funds holding: 15 → 23 (+8)

31.72% more ownership

Funds ownership: 93.72% → 125.43% (+32%)

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$94.9M
2
SC
SouthState Corp
Florida
+$12.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
4
GWM
Geneos Wealth Management
Colorado
+$3M
5
Jane Street
Jane Street
New York
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
MNA
Manning & Napier Advisors
New York
-$714K
2
Goldman Sachs
Goldman Sachs
New York
-$446K
3
SPIA
Steward Partners Investment Advisory
New York
-$34K
4
UBS Group
UBS Group
Switzerland
-$32.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$180M +$94.9M +3,774,665 +111%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$69.6M +$11.7M +465,756 +20%
SC
3
SouthState Corp
Florida
$21.6M +$12.9M +513,629 +146%
MNA
4
Manning & Napier Advisors
New York
$20.5M -$714K -28,392 -3%
LPL Financial
5
LPL Financial
California
$7.24M +$1.71M +67,969 +31%
GWM
6
Geneos Wealth Management
Colorado
$5.83M +$3M +119,342 +105%
Jane Street
7
Jane Street
New York
$3.68M +$2.92M +116,251 +379%
Stifel Financial
8
Stifel Financial
Missouri
$1.86M +$1.52M +60,370 +437%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.73M +$1.73M +68,967 New
Goldman Sachs
10
Goldman Sachs
New York
$1.1M -$446K -17,750 -29%
LA
11
LVW Advisors
New York
$910K +$914K +36,353 New
BWP
12
Balboa Wealth Partners
Arizona
$793K +$796K +31,685 New
JWWM
13
Johnson & White Wealth Management
Pennsylvania
$643K +$646K +25,701 New
CAM
14
Cresset Asset Management
Illinois
$505K +$507K +20,161 New
SPIA
15
Steward Partners Investment Advisory
New York
$320K -$34K -1,354 -10%
BBHC
16
Brown Brothers Harriman & Co
New York
$304K +$305K +12,133 New
DAS
17
Diversify Advisory Services
Utah
$274K – – –
Comerica Bank
18
Comerica Bank
Texas
$50.1K – – –
PWA
19
Physician Wealth Advisors
Utah
$31.5K – – –
LWM
20
Lodestone Wealth Management
Washington
$19.4K +$19.5K +774 New
CA
21
Clearstead Advisors
Ohio
$14.8K – – –
UBS Group
22
UBS Group
Switzerland
$2.6K -$32.3K -1,285 -93%
ATC
23
Adirondack Trust Company
New York
$2.4K +$2.41K +96 New

RMOP Hedge Fund Activity: Q4 2025 in Review

23 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Opportunistic Municipal Bond ETF (RMOP) for Q4 2025, worth a combined $317M — up 72% from $185M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RMOP positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $94.9M. The largest seller was Manning & Napier Advisors, cutting an estimated $714K.

  • 23 institutional investors held Rockefeller Opportunistic Municipal Bond ETF (RMOP) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $317M of Rockefeller Opportunistic Municipal Bond ETF stock for Q4 2025, up 72% quarter-over-quarter.
  • 8 funds opened new Rockefeller Opportunistic Municipal Bond ETF positions in Q4 2025 and 0 closed out, a net change of +8 holders.
  • The largest Rockefeller Opportunistic Municipal Bond ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $94.9M added.
  • The largest Rockefeller Opportunistic Municipal Bond ETF seller in Q4 2025 was Manning & Napier Advisors, an estimated $714K sold.

Based on aggregated 13F filings for Q4 2025.