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RMOP

Rockefeller Opportunistic Municipal Bond ETF

27 hedge funds and large institutions have $392M invested in Rockefeller Opportunistic Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $317M → $392M (+$74.7M)

17% more funds holding

Funds holding: 2327 (+4)

7.88% less ownership

Funds ownership: 125.43%117.55% (-7.9%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
6
Closed
1
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
$230M +$51.6M +2,054,495 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$80.9M +$11.8M +470,743 +17%
SC
3
SouthState Corp
Florida
$26M +$4.58M +182,505 +21%
MNA
4
Manning & Napier Advisors
New York
$19.7M -$699K -27,822 -3%
LPL Financial
5
LPL Financial
California
$9.56M +$2.39M +95,221 +33%
GWM
6
Geneos Wealth Management
Colorado
$5.5M -$297K -11,827 -5%
Jane Street
7
Jane Street
New York
$4.07M +$418K +16,654 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.79M +$3.83M +152,580 New
Raymond James Financial
9
Raymond James Financial
Florida
$3.15M +$3.18M +126,599 New
HighTower Advisors
10
HighTower Advisors
Illinois
$2.19M +$483K +19,246 +28%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.72M +$1.09M +43,543 +169%
LA
12
LVW Advisors
New York
$953K +$49.9K +1,986 +5%
BWP
13
Balboa Wealth Partners
Arizona
$949K +$163K +6,491 +20%
Stifel Financial
14
Stifel Financial
Missouri
$820K -$1.03M -41,190 -56%
CAM
15
Cresset Asset Management
Illinois
$593K +$92.5K +3,684 +18%
TCM
16
Triumph Capital Management
Colorado
$380K +$383K +15,270 New
SPIA
17
Steward Partners Investment Advisory
New York
$361K +$42.9K +1,709 +13%
DAS
18
Diversify Advisory Services
Utah
$265K -$7.96K -317 -3%
DWM
19
Diversify Wealth Management
Utah
$265K +$265K +10,572 New
Citadel Advisors
20
Citadel Advisors
Florida
$245K +$248K +9,866 New
Goldman Sachs
21
Goldman Sachs
New York
$208K -$891K -35,469 -81%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$49.7K +$50.2K +2,000 New
PWA
23
Physician Wealth Advisors
Utah
$31.3K
UBS Group
24
UBS Group
Switzerland
$24.9K +$22.5K +896 +862%
LWM
25
Lodestone Wealth Management
Washington
$19.5K +$226 +9 +1%

RMOP Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Opportunistic Municipal Bond ETF (RMOP) for Q1 2026, worth a combined $392M — up 24% from $317M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RMOP positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $51.6M. The largest seller was Stifel Financial, cutting an estimated $1.03M.

  • 27 institutional investors held Rockefeller Opportunistic Municipal Bond ETF (RMOP) as of Q1 2026, up from 23 in Q4 2025.
  • Funds reported $392M of Rockefeller Opportunistic Municipal Bond ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 6 funds opened new Rockefeller Opportunistic Municipal Bond ETF positions in Q1 2026 and 1 closed out, a net change of +5 holders.
  • The largest Rockefeller Opportunistic Municipal Bond ETF buyer in Q1 2026 was Rockefeller Capital Management, an estimated $51.6M added.
  • The largest Rockefeller Opportunistic Municipal Bond ETF seller in Q1 2026 was Stifel Financial, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2026.