RSMC

Rockefeller U.S. Small-Mid Cap ETF

14 hedge funds and large institutions have $803M invested in Rockefeller U.S. Small-Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
14
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.8M
2 +$1.23M

Top Sellers

1 -$15.1M
2 -$13.7M
3 -$3.75M
4
SG
StoneX Group
New York
-$570K
5
CA
CoreCap Advisors
Michigan
-$521K