Rockefeller U.S. Small-Mid Cap ETF
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 12 → 15 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.25% less ownership
Funds ownership: 104.34% → 104.08% (-0.25%)
11% less capital invested
Capital invested by funds: $804M → $718M (-$85.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCM
Quantinno Capital Management
New York
|
+$3.29M |
| 2 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$579K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$526K |
| 4 |
Goldman Sachs
New York
|
+$407K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$26.7M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$4.57M |
| 3 |
SG
StoneX Group
New York
|
-$173K |
RSMC Hedge Fund Activity: Q1 2025 in Review
15 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) for Q1 2025, worth a combined $718M — down 11% from $804M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RSMC positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Quantinno Capital Management, opening a new position worth an estimated $3.29M. The largest seller was Rockefeller Capital Management, cutting an estimated $26.7M.
- 15 institutional investors held Rockefeller U.S. Small-Mid Cap ETF (RSMC) as of Q1 2025, up from 12 in Q4 2024.
- Funds reported $718M of Rockefeller U.S. Small-Mid Cap ETF stock for Q1 2025, down 11% quarter-over-quarter.
- 4 funds opened new Rockefeller U.S. Small-Mid Cap ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
- The largest Rockefeller U.S. Small-Mid Cap ETF buyer in Q1 2025 was Quantinno Capital Management, an estimated $3.29M added.
- The largest Rockefeller U.S. Small-Mid Cap ETF seller in Q1 2025 was Rockefeller Capital Management, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2025.