Rockefeller U.S. Small-Mid Cap ETF
RSMC
17 hedge funds and large institutions have $700M invested in Rockefeller U.S. Small-Mid Cap ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $610M → $700M (+$89.4M)
6% more funds holding
Funds holding: 16 → 17 (+1)
0.24% more ownership
Funds ownership: 89.09% → 89.33% (+0.24%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$945K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$502K |
| 3 |
SG
StoneX Group
New York
|
+$382K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$250K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$6.22M |
| 2 |
GWMR
GC Wealth Management RIA
Cambridge,
Massachusetts
|
-$3.85M |
| 3 |
JP Morgan Chase
New York
|
-$1.82M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$230K |
| 5 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$163K |
RSMC Hedge Fund Activity: Q2 2026 in Review
17 of the 8,344 institutional investors tracked by Wall St. Rank reported a position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) for Q2 2026, worth a combined $700M — up 15% from $610M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RSMC positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $945K. The largest seller was Rockefeller Capital Management, cutting an estimated $6.22M.
- 17 institutional investors held Rockefeller U.S. Small-Mid Cap ETF (RSMC) as of Q2 2026, up from 16 in Q1 2026.
- Funds reported $700M of Rockefeller U.S. Small-Mid Cap ETF stock for Q2 2026, up 15% quarter-over-quarter.
- 3 funds opened new Rockefeller U.S. Small-Mid Cap ETF positions in Q2 2026 and 2 closed out, a net change of +1 holder.
- The largest Rockefeller U.S. Small-Mid Cap ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $945K added.
- The largest Rockefeller U.S. Small-Mid Cap ETF seller in Q2 2026 was Rockefeller Capital Management, an estimated $6.22M sold.
Based on aggregated 13F filings for Q2 2026.