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T. Rowe Price Ultra Short-Term Bond ETF
TBUX

90 hedge funds and large institutions have $371M invested in T. Rowe Price Ultra Short-Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

31% more capital invested

Capital invested by funds: $284M → $371M (+$87.3M)

25% more funds holding

Funds holding: 72 → 90 (+18)

5.45% more ownership

Funds ownership: 42.22% → 47.67% (+5.5%)

Holders
90
Holders Change
+18
Holders Change %
+25%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
28
Increased
41
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWAG
ARS Wealth Advisors Group
Florida
+$67.2M
2
Raymond James Financial
Raymond James Financial
Florida
+$15.7M
3
HA
Harfst & Associates
Wyoming
+$6.47M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.12M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.12M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$15M
2
Goldman Sachs
Goldman Sachs
New York
-$3.88M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$3.26M
4
Stifel Financial
Stifel Financial
Missouri
-$2.67M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Professional Financial Management
Wisconsin
$2.04M +$2.04M +40,831 New
EFS
27
Essex Financial Services
Connecticut
$2.02M +$289K +5,792 +17%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.93M -$51.4K -1,030 -3%
KAS
29
Kestra Advisory Services
Texas
$1.81M +$826K +16,543 +83%
AF
30
Allworth Financial
California
$1.76M +$552K +11,066 +46%
ASN
31
Advisory Services Network
Georgia
$1.69M +$463K +9,282 +38%
4WM
32
4J Wealth Management
Virginia
$1.67M +$282K +5,660 +20%
FFN
33
Focus Financial Network
Minnesota
$1.5M +$59.8K +1,198 +4%
BIG
34
Brookwood Investment Group
Arizona
$1.42M +$1.43M +28,564 New
AW
35
Atlas Wealth
Ohio
$1.42M +$424K +8,496 +42%
IPAM
36
Investment Partners Asset Management
New Jersey
$1.41M +$1.41M +28,308 New
3AM
37
3EDGE Asset Management
Florida
$1.32M +$118K +2,358 +10%
NEWAS
38
N.E.W. Advisory Services
Wisconsin
$1.21M +$1.18M +23,703 +4,918%
CA
39
Carson Advisory
Georgia
$1.11M +$436K +8,729 +65%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$734K +14,711 +229%
MCM
41
MAI Capital Management
Ohio
$1.04M +$20K +401 +2%
SOS
42
Silver Oak Securities
Tennessee
$981K +$65.3K +1,309 +7%
UAG
43
United Advisor Group
Ohio
$901K +$16.9K +339 +2%
BFS
44
BridgePort Financial Solutions
Iowa
$878K -$162K -3,246 -16%
GWM
45
Geneos Wealth Management
Colorado
$694K +$10.1K +203 +1%
AF
46
Advisornet Financial
Minnesota
$670K -$167K -3,342 -20%
SI
47
Stephens Inc
Arkansas
$661K +$661K +13,250 New
HWMO
48
Heritage Wealth Management (Ohio)
Ohio
$658K +$659K +13,200 New
WA
49
WESPAC Advisors
California
$584K +$585K +11,721 New
FIS
50
Fischer Investment Strategies
California
$569K +$569K +11,410 New
1
2
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TBUX Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) for Q4 2025, worth a combined $371M — up 31% from $284M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TBUX positions and 10 closed out — a net gain of 18 holders — while 41 added to existing stakes and 17 trimmed.

The largest buyer was ARS Wealth Advisors Group, adding an estimated $67.2M. The largest seller was Strategic Financial Concepts, exiting entirely with an estimated $15M sold.

  • 90 institutional investors held T. Rowe Price Ultra Short-Term Bond ETF (TBUX) as of Q4 2025, up from 72 in Q3 2025.
  • Funds reported $371M of T. Rowe Price Ultra Short-Term Bond ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 28 funds opened new T. Rowe Price Ultra Short-Term Bond ETF positions in Q4 2025 and 10 closed out, a net change of +18 holders.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF buyer in Q4 2025 was ARS Wealth Advisors Group, an estimated $67.2M added.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF seller in Q4 2025 was Strategic Financial Concepts, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2025.