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T. Rowe Price Ultra Short-Term Bond ETF

72 hedge funds and large institutions have $284M invested in T. Rowe Price Ultra Short-Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

45% more capital invested

Capital invested by funds: $197M → $284M (+$87.5M)

14% more funds holding

Funds holding: 6372 (+9)

5.95% more ownership

Funds ownership: 36.27%42.22% (+6%)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
34
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$320K +$320K +6,416 New
KPWS
52
Kestra Private Wealth Services
Texas
$306K +$3.39K +68 +1%
MML Investors Services
53
MML Investors Services
Massachusetts
$291K -$89.4K -1,793 -24%
LKBC
54
L.K. Benson & Company
Maryland
$278K
SWA
55
Stratos Wealth Advisors
Ohio
$244K -$18.6K -374 -7%
CAM
56
Concorde Asset Management
Michigan
$230K +$230K +4,605 New
LJAC
57
L.J. Altfest & Co
New York
$226K +$24.9K +500 +12%
KF
58
Krilogy Financial
Missouri
$206K +$206K +4,124 New
FCG
59
Financial Connections Group
California
$176K
FFA
60
Farther Finance Advisors
California
$126K
HI
61
Harbour Investments
Wisconsin
$126K +$126K +2,519 New
1IA
62
1620 Investment Advisors
Massachusetts
$96.2K +$35K +703 +57%
PS
63
Principal Securities
Iowa
$69.3K +$22.2K +445 +47%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$24K -$193K -3,865 -89%
Morgan Stanley
65
Morgan Stanley
New York
$12.5K -$34.9K -701 -74%
AssetMark Inc
66
AssetMark Inc
California
$11.6K +$11.6K +233 New
Comerica Bank
67
Comerica Bank
Texas
$7.38K
JFA
68
JNBA Financial Advisors
Minnesota
$6.79K +$50 +1 +0.7%
CFD
69
Creative Financial Designs
Indiana
$5.18K
IA
70
IFP Advisors
Florida
$3.04K +$3.04K +61 New
JP Morgan Chase
71
JP Morgan Chase
New York
$314 -$299 -6 -50%
Wells Fargo
72
Wells Fargo
California
$81 +$50 +1 +100%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$50 -$50 -1 -50%
OWA
74
Octavia Wealth Advisors
Ohio
-$351K -7,065 Closed
AAS
75
Ameritas Advisory Services
Nebraska
-$40.5K -815 Closed

TBUX Hedge Fund Activity: Q3 2025 in Review

72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) for Q3 2025, worth a combined $284M — up 45% from $197M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TBUX positions and 3 closed out — a net gain of 10 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was ARS Wealth Advisors Group, opening a new position worth an estimated $65M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.09M.

  • 72 institutional investors held T. Rowe Price Ultra Short-Term Bond ETF (TBUX) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $284M of T. Rowe Price Ultra Short-Term Bond ETF stock for Q3 2025, up 45% quarter-over-quarter.
  • 13 funds opened new T. Rowe Price Ultra Short-Term Bond ETF positions in Q3 2025 and 3 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF buyer in Q3 2025 was ARS Wealth Advisors Group, an estimated $65M added.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $6.09M sold.

Based on aggregated 13F filings for Q3 2025.