T. Rowe Price QM US Bond ETF
TAGG
12 hedge funds and large institutions have $692M invested in T. Rowe Price QM US Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
9,243% more capital invested
Capital invested by funds: $7.4M → $692M (+$684M)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
47.09% more ownership
Funds ownership: 4.59% → 51.68% (+47%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$264M |
| 2 |
TW
Towerpoint Wealth
Sacramento,
California
|
+$1.54M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$501K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$501K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$581K |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$551K |
| 4 |
SAI
Savvy Advisors Inc
New York
|
-$132K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$32.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
T. Rowe Price Associates
Baltimore,
Maryland
| $686M | +$264M | +6,236,536 | New |
|
|
TW
2
Towerpoint Wealth
Sacramento,
California
| $1.56M | +$1.54M | +36,493 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $616K | +$5.92K | +140 | +1% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $507K | +$501K | +11,850 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $507K | +$501K | +11,850 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $468K | +$197K | +4,661 | +74% |
|
|
SAI
7
Savvy Advisors Inc
New York
| $353K | -$132K | -3,133 | -28% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $272K | +$269K | +6,364 | New |
|
|
1WM
9
1900 Wealth Management
San Antonio,
Texas
| $267K | -$551K | -13,039 | -68% |
|
|
10
Citadel Advisors
Miami,
Florida
| $245K | -$581K | -13,754 | -71% |
|
|
11
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $201K | -$32.9K | -778 | -14% |
|
|
FFA
12
Farther Finance Advisors
San Francisco,
California
| $126K | – | – | – |
|
|
13
Jane Street
New York
| – | -$1.4M | -33,368 | Closed |
|
TAGG Hedge Fund Activity: Q1 2025 in Review
12 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price QM US Bond ETF (TAGG) for Q1 2025, worth a combined $692M — up 9,243% from $7.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TAGG positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $264M. The largest seller was Jane Street, exiting entirely with an estimated $1.4M sold.
- 12 institutional investors held T. Rowe Price QM US Bond ETF (TAGG) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $692M of T. Rowe Price QM US Bond ETF stock for Q1 2025, up 9,243% quarter-over-quarter.
- 5 funds opened new T. Rowe Price QM US Bond ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest T. Rowe Price QM US Bond ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $264M added.
- The largest T. Rowe Price QM US Bond ETF seller in Q1 2025 was Jane Street, an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2025.