T. Rowe Price Ultra Short-Term Bond ETF
TBUX
16 hedge funds and large institutions have $17.1M invested in T. Rowe Price Ultra Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
4.41% less ownership
Funds ownership: 19.54% → 15.13% (-4.4%)
21% less capital invested
Capital invested by funds: $21.8M → $17.1M (-$4.65M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$477K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$475K |
| 3 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$189K |
| 4 |
Morgan Stanley
New York
|
+$34.5K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$977K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$815K |
| 5 |
TCPWM
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
-$713K |
TBUX Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) for Q4 2023, worth a combined $17.1M — down 21% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TBUX positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Austin Wealth Management, adding an estimated $477K. The largest seller was Jane Street, cutting an estimated $1.33M.
- 16 institutional investors held T. Rowe Price Ultra Short-Term Bond ETF (TBUX) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $17.1M of T. Rowe Price Ultra Short-Term Bond ETF stock for Q4 2023, down 21% quarter-over-quarter.
- 3 funds opened new T. Rowe Price Ultra Short-Term Bond ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest T. Rowe Price Ultra Short-Term Bond ETF buyer in Q4 2023 was Austin Wealth Management, an estimated $477K added.
- The largest T. Rowe Price Ultra Short-Term Bond ETF seller in Q4 2023 was Jane Street, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2023.