Rockefeller U.S. Small-Mid Cap ETF
RSMC
16 hedge funds and large institutions have $610M invested in Rockefeller U.S. Small-Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
8.67% more ownership
Funds ownership: 80.42% → 89.09% (+8.7%)
7% more capital invested
Capital invested by funds: $568M → $610M (+$42.3M)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6% less funds holding
Funds holding: 17 → 16 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.4M |
| 2 |
Rockefeller Capital Management
New York
|
+$23M |
| 3 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
+$2.69M |
| 4 |
SG
StoneX Group
New York
|
+$883K |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCM
Quantinno Capital Management
New York
|
-$993K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$975K |
| 3 |
JP Morgan Chase
New York
|
-$685K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$335K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$105K |
RSMC Hedge Fund Activity: Q1 2026 in Review
16 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) for Q1 2026, worth a combined $610M — up 7.5% from $568M a quarter earlier.
Fund positioning in RSMC was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $30.4M. The largest seller was Quantinno Capital Management, cutting an estimated $993K.
- 16 institutional investors held Rockefeller U.S. Small-Mid Cap ETF (RSMC) as of Q1 2026, down from 17 in Q4 2025.
- Funds reported $610M of Rockefeller U.S. Small-Mid Cap ETF stock for Q1 2026, up 7.5% quarter-over-quarter.
- 1 fund opened new Rockefeller U.S. Small-Mid Cap ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Rockefeller U.S. Small-Mid Cap ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $30.4M added.
- The largest Rockefeller U.S. Small-Mid Cap ETF seller in Q1 2026 was Quantinno Capital Management, an estimated $993K sold.
Based on aggregated 13F filings for Q1 2026.