RSMC
Rockefeller U.S. Small-Mid Cap ETF
RSMC
RSMC
15 hedge funds and large institutions have $718M invested in Rockefeller U.S. Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.25% less ownership
Funds ownership: 104.34% → 104.08% (-0.25%)
11% less capital invested
Capital invested by funds: $804M → $718M (-$85.8M)
Holders
15
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.08M | |
| 2 | +$543K | |
| 3 | +$493K | |
| 4 |
Goldman Sachs
New York
|
+$382K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Rockefeller Capital Management
New York
| $657M |
|
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2
Envestnet Asset Management
Chicago,
Illinois
| $24.4M |
|
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|
SG
3
StoneX Group
New York
| $22.1M |
|
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4
JPMorgan Chase & Co
New York
| $3.4M |
|
|||
|
QCM
5
Quantinno Capital Management
New York
| $3.08M |
|
|||
|
BJL
6
Brighton Jones LLC
Seattle,
Washington
| $2.84M |
|
|||
|
7
Franklin Resources
San Mateo,
California
| $1.81M |
|
|||
|
HTC
8
Haverford Trust Company
Radnor,
Pennsylvania
| $759K |
|
|||
|
MHIC
9
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $543K |
|
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|
FNBT
10
FineMark National Bank & Trust
Fort Myers,
Florida
| $506K |
|
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11
Bank of New York Mellon
New York
| $463K |
|
|||
|
12
Goldman Sachs
New York
| $382K |
|
|||
|
CA
13
Clearstead Advisors
Cleveland,
Ohio
| $256K |
|
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14
Citadel Advisors
Miami,
Florida
| $204K |
|
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15
UBS Group
Zurich,
Switzerland
| $46.2K |
|
|||
16
Brown Advisory
Baltimore,
Maryland
| – |
|