Rockefeller U.S. Small-Mid Cap ETF
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.
104.34% more ownership
Funds ownership: 0% → 104.34% (+104%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$752M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.4M |
| 3 |
SG
StoneX Group
New York
|
+$24.5M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$4.65M |
| 5 |
JP Morgan Chase
New York
|
+$3.75M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Rockefeller Capital Management
New York
| $739M | +$752M | +28,967,794 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $25.9M | +$26.4M | +1,015,578 | New |
|
|
SG
3
StoneX Group
New York
| $24.1M | +$24.5M | +943,674 | New |
|
|
4
Brown Advisory
Baltimore,
Maryland
| $4.57M | +$4.65M | +179,221 | New |
|
|
5
JP Morgan Chase
New York
| $3.68M | +$3.75M | +144,387 | New |
|
|
BJL
6
Brighton Jones LLC
Seattle,
Washington
| $3.08M | +$3.13M | +120,663 | New |
|
7
Franklin Resources
San Mateo,
California
| $1.63M | +$1.66M | +63,830 | New |
|
|
HTC
8
Haverford Trust Company
Radnor,
Pennsylvania
| $822K | +$836K | +32,210 | New |
|
|
FNBT
9
FineMark National Bank & Trust
Fort Myers,
Florida
| $547K | +$557K | +21,462 | New |
|
10
Bank of New York Mellon
New York
| $501K | +$510K | +19,647 | New |
|
|
CA
11
Clearstead Advisors
Cleveland,
Ohio
| $277K | +$282K | +10,870 | New |
|
12
UBS Group
Zurich,
Switzerland
| $16.7K | +$17K | +656 | New |
|
RSMC Hedge Fund Activity: Q4 2024 in Review
12 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) for Q4 2024, worth a combined $804M.
Buyers outnumbered sellers: 12 funds opened new RSMC positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $752M.
- 12 institutional investors held Rockefeller U.S. Small-Mid Cap ETF (RSMC) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $804M of Rockefeller U.S. Small-Mid Cap ETF stock for Q4 2024.
- 12 funds opened new Rockefeller U.S. Small-Mid Cap ETF positions in Q4 2024 and 0 closed out, a net change of +12 holders.
- The largest Rockefeller U.S. Small-Mid Cap ETF buyer in Q4 2024 was Rockefeller Capital Management, an estimated $752M added.
Based on aggregated 13F filings for Q4 2024.