RSMC

Rockefeller U.S. Small-Mid Cap ETF

16 hedge funds and large institutions have $820M invested in Rockefeller U.S. Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$14.2M
2 +$10.3M
3 +$3.08M
4
CA
CoreCap Advisors
Michigan
+$491K
5
Brown Advisory
Brown Advisory
Maryland
+$243K

Top Sellers

1 -$382K
2 -$243K
3 -$234K
4
Citadel Advisors
Citadel Advisors
Florida
-$204K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.9K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$735M
2
$26.7M
3
$24.4M
4
$15.1M
5
$7.01M
6
$3.13M
7
$3.13M
8
$1.99M
9
$836K
10
$676K
11
$557K
12
$521K
13
$458K
14
$282K
15
$257K
16
$207K
17
18
19