Rockefeller U.S. Small-Mid Cap ETF
RSMC
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
14% more capital invested
Capital invested by funds: $718M → $820M (+$102M)
7% more funds holding
Funds holding: 15 → 16 (+1)
5.86% more ownership
Funds ownership: 104.08% → 109.94% (+5.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$14.2M |
| 2 |
Rockefeller Capital Management
New York
|
+$10.3M |
| 3 |
JP Morgan Chase
New York
|
+$3.08M |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$491K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$382K |
| 2 |
QCM
Quantinno Capital Management
New York
|
-$243K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$234K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$204K |
| 5 |
Bank of New York Mellon
New York
|
-$48.9K |
RSMC Hedge Fund Activity: Q2 2025 in Review
16 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) for Q2 2025, worth a combined $820M — up 14% from $718M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RSMC positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $14.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $382K sold.
- 16 institutional investors held Rockefeller U.S. Small-Mid Cap ETF (RSMC) as of Q2 2025, up from 15 in Q1 2025.
- Funds reported $820M of Rockefeller U.S. Small-Mid Cap ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 4 funds opened new Rockefeller U.S. Small-Mid Cap ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
- The largest Rockefeller U.S. Small-Mid Cap ETF buyer in Q2 2025 was Jefferies Financial Group, an estimated $14.2M added.
- The largest Rockefeller U.S. Small-Mid Cap ETF seller in Q2 2025 was Goldman Sachs, an estimated $382K sold.
Based on aggregated 13F filings for Q2 2025.