RSMC
Rockefeller U.S. Small-Mid Cap ETF
RSMC
RSMC
12 hedge funds and large institutions have $804M invested in Rockefeller U.S. Small-Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Rockefeller Capital Management
New York
|
$739M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M |
| 3 |
SG
StoneX Group
New York
|
$24.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
$4.57M |
| 5 |
JPMorgan Chase & Co
New York
|
$3.68M |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Rockefeller Capital Management
New York
| $739M | +$739M | +28,967,794 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $25.9M | +$25.9M | +1,015,578 | New |
|
|
SG
3
StoneX Group
New York
| $24.1M | +$24.1M | +943,674 | New |
|
|
4
Brown Advisory
Baltimore,
Maryland
| $4.57M | +$4.57M | +179,221 | New |
|
|
5
JPMorgan Chase & Co
New York
| $3.68M | +$3.68M | +144,387 | New |
|
|
BJL
6
Brighton Jones LLC
Seattle,
Washington
| $3.08M | +$3.08M | +120,663 | New |
|
7
Franklin Resources
San Mateo,
California
| $1.63M | +$1.63M | +63,830 | New |
|
|
HTC
8
Haverford Trust Company
Radnor,
Pennsylvania
| $822K | +$822K | +32,210 | New |
|
|
FNBT
9
FineMark National Bank & Trust
Fort Myers,
Florida
| $547K | +$547K | +21,462 | New |
|
10
Bank of New York Mellon
New York
| $501K | +$501K | +19,647 | New |
|
|
CA
11
Clearstead Advisors
Cleveland,
Ohio
| $277K | +$277K | +10,870 | New |
|
12
UBS Group
Zurich,
Switzerland
| $16.7K | +$16.7K | +656 | New |
|