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RSMC

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QCM
Quantinno Capital Management
New York
+$3.29M
2
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$579K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$526K
4
Goldman Sachs
Goldman Sachs
New York
+$407K
5
Franklin Resources
Franklin Resources
California
+$324K

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$26.7M
2
Brown Advisory
Brown Advisory
Maryland
-$4.57M
3
SG
StoneX Group
New York
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$657M -$26.7M -1,062,011 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.4M +$526K +20,932 +2%
SG
3
StoneX Group
New York
$22.1M -$173K -6,891 -0.7%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.4M – – –
QCM
5
Quantinno Capital Management
New York
$3.08M +$3.29M +130,641 New
BJL
6
Brighton Jones LLC
Washington
$2.84M – – –
Franklin Resources
7
Franklin Resources
California
$1.81M +$324K +12,900 +20%
HTC
8
Haverford Trust Company
Pennsylvania
$759K – – –
MHIC
9
Marble Harbor Investment Counsel
Massachusetts
$543K +$579K +23,027 New
FNBT
10
FineMark National Bank & Trust
Florida
$506K – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$463K – – –
Goldman Sachs
12
Goldman Sachs
New York
$382K +$407K +16,196 New
CA
13
Clearstead Advisors
Ohio
$256K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$204K +$218K +8,649 New
UBS Group
15
UBS Group
Switzerland
$46.2K +$32.8K +1,304 +199%
Brown Advisory
16
Brown Advisory
Maryland
– -$4.57M -179,221 Closed

RSMC Hedge Fund Activity: Q1 2025 in Review

15 of the 7,458 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.