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T. Rowe Price Ultra Short-Term Bond ETF
TBUX

53 hedge funds and large institutions have $154M invested in T. Rowe Price Ultra Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

29% more funds holding

Funds holding: 41 → 53 (+12)

23% more capital invested

Capital invested by funds: $125M → $154M (+$29.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.24% less ownership

Funds ownership: 39.52% → 36.28% (-3.2%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.69M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.51M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.59M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.32M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$5.07M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.17M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
4
LPL Financial
LPL Financial
California
-$254K
5
AWM
Austin Wealth Management
Texas
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.1M +$571K +11,479 +107%
AF
27
Advisornet Financial
Minnesota
$841K +$254K +5,105 +43%
AF
28
Allworth Financial
California
$744K +$266K +5,344 +56%
KAS
29
Kestra Advisory Services
Texas
$630K +$424K +8,532 +205%
UAG
30
United Advisor Group
Ohio
$584K +$21.4K +430 +4%
NA
31
NewEdge Advisors
Louisiana
$496K +$497K +10,000 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$448K +$448K +9,022 New
SAI
33
Savvy Advisors Inc
New York
$428K +$22.7K +457 +6%
FFN
34
Focus Financial Network
Minnesota
$402K +$124K +2,500 +45%
AW
35
Atlas Wealth
Ohio
$383K +$384K +7,717 New
EFS
36
Essex Financial Services
Connecticut
$383K +$383K +7,708 New
AAS
37
Avantax Advisory Services
Texas
$310K +$310K +6,242 New
KA
38
Kovack Advisors
Florida
$303K +$303K +6,100 New
KPWS
39
Kestra Private Wealth Services
Texas
$298K +$49.1K +987 +20%
NWM
40
Napa Wealth Management
California
$285K +$286K +5,744 New
LKBC
41
L.K. Benson & Company
Maryland
$277K – – –
FCG
42
Financial Connections Group
California
$265K – – –
SA
43
Sovran Advisors
California
$241K +$241K +4,855 New
WFS
44
Walker Financial Services
Kentucky
$241K +$241K +4,853 New
GS
45
GWN Securities
Florida
$213K +$213K +4,293 New
LA
46
Latitude Advisors
Florida
$213K -$7.7K -155 -3%
1IA
47
1620 Investment Advisors
Massachusetts
$61.2K +$149 +3 +0.2%
Morgan Stanley
48
Morgan Stanley
New York
$47.3K +$12.5K +251 +36%
FFA
49
Farther Finance Advisors
California
$37.7K – – –
PS
50
Principal Securities
Iowa
$37.2K – – –
1
2
3

TBUX Hedge Fund Activity: Q1 2025 in Review

53 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) for Q1 2025, worth a combined $154M — up 23% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TBUX positions and 3 closed out — a net gain of 12 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.69M. The largest seller was 3EDGE Asset Management, cutting an estimated $5.07M.

  • 53 institutional investors held T. Rowe Price Ultra Short-Term Bond ETF (TBUX) as of Q1 2025, up from 41 in Q4 2024.
  • Funds reported $154M of T. Rowe Price Ultra Short-Term Bond ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 15 funds opened new T. Rowe Price Ultra Short-Term Bond ETF positions in Q1 2025 and 3 closed out, a net change of +12 holders.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $6.69M added.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF seller in Q1 2025 was 3EDGE Asset Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2025.