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T. Rowe Price QM US Bond ETF

29 hedge funds and large institutions have $1.73B invested in T. Rowe Price QM US Bond ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $1.43B → $1.73B (+$304M)

12% more funds holding

Funds holding: 2629 (+3)

7.57% more ownership

Funds ownership: 52.61%60.18% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
17
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.66B +$283M +6,571,520 +37%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M +$16.8M +389,805 New
Raymond James Financial
3
Raymond James Financial
Florida
$15.8M +$13.7M +318,303 +607%
TW
4
Towerpoint Wealth
California
$13.1M +$677K +15,705 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.14M +$3.55M +82,515 +97%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.43M +$1.32M +30,739 +62%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.44M +$758K +17,602 +44%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.71M +$327K +7,580 +23%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$1.52M +$1.23M +28,451 +375%
DC
10
Davenport & Co
Virginia
$1.5M +$312K +7,242 +26%
RIL
11
Rothschild Investment LLC
Illinois
$1.45M +$659K +15,305 +82%
DADC
12
D.A. Davidson & Co
Montana
$1.38M +$1.85K +43 +0.1%
Truist Financial
13
Truist Financial
North Carolina
$1.19M +$1.2M +27,893 New
Osaic Holdings
14
Osaic Holdings
Arizona
$997K +$810K +18,792 +407%
Citadel Advisors
15
Citadel Advisors
Florida
$920K +$930K +21,597 New
SPIA
16
Steward Partners Investment Advisory
New York
$643K +$169K +3,929 +35%
IA
17
IFP Advisors
Florida
$641K +$6.98K +162 +1%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$511K +$517K +12,003 New
SAI
19
Savvy Advisors Inc
New York
$339K -$9.52K -221 -3%
GM
20
GeoWealth Management
Illinois
$329K +$40.5K +940 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$302K +$46.2K +1,073 +18%
Jane Street
22
Jane Street
New York
$288K +$291K +6,754 New
CA
23
COFG Advisors
Illinois
$277K
1WM
24
1900 Wealth Management
Texas
$263K -$1.55K -36 -0.6%
LPL Financial
25
LPL Financial
California
$237K -$37.9K -880 -14%

TAGG Hedge Fund Activity: Q1 2026 in Review

29 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price QM US Bond ETF (TAGG) for Q1 2026, worth a combined $1.73B — up 21% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TAGG positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $283M. The largest seller was Goldman Sachs, exiting entirely with an estimated $670K sold.

  • 29 institutional investors held T. Rowe Price QM US Bond ETF (TAGG) as of Q1 2026, up from 26 in Q4 2025.
  • Funds reported $1.73B of T. Rowe Price QM US Bond ETF stock for Q1 2026, up 21% quarter-over-quarter.
  • 6 funds opened new T. Rowe Price QM US Bond ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
  • The largest T. Rowe Price QM US Bond ETF buyer in Q1 2026 was T. Rowe Price Associates, an estimated $283M added.
  • The largest T. Rowe Price QM US Bond ETF seller in Q1 2026 was Goldman Sachs, an estimated $670K sold.

Based on aggregated 13F filings for Q1 2026.