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T. Rowe Price Ultra Short-Term Bond ETF

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: 25 (+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: 7290 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
1
ARS Wealth Advisors Group
Florida
$132M +$67.2M +1,346,915 +103%
Raymond James Financial
2
Raymond James Financial
Florida
$69.7M +$15.7M +315,117 +29%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$14.7M +$3.12M +62,563 +27%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.2M +$5.12M +102,613 +56%
Stifel Financial
5
Stifel Financial
Missouri
$10.5M -$2.67M -53,507 -20%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$757K +15,166 +8%
HA
7
Harfst & Associates
Wyoming
$9.38M +$6.47M +129,745 +222%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.28M +$273K +5,470 +3%
SA
9
Sovran Advisors
California
$7.31M -$252K -5,048 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.5M +$812K +16,279 +14%
WFS
11
Walker Financial Services
Kentucky
$6.1M +$852K +17,072 +16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.03M +$715K +14,335 +17%
AWM
13
Austin Wealth Management
Texas
$4.16M -$441K -8,837 -10%
LC
14
Lawood & Co
Pennsylvania
$3.56M +$3.56M +71,322 New
E
15
EntreWealth
Texas
$3.46M -$244K -4,883 -7%
BHFP
16
Blom & Howell Financial Planning
California
$3.39M +$3.39M +68,005 New
CFS
17
CRA Financial Services
New Jersey
$2.86M +$829K +16,604 +41%
LPL Financial
18
LPL Financial
California
$2.84M -$541K -10,848 -16%
IFG
19
Independent Financial Group
California
$2.66M +$239K +4,797 +10%
MCM
20
MidAtlantic Capital Management
Virginia
$2.59M +$947K +18,984 +58%
AIA
21
Armor Investment Advisors
North Carolina
$2.31M -$294K -5,884 -11%
DC
22
Dahring Cusmano
Michigan
$2.14M -$90.2K -1,807 -4%
9C
23
9823 Capital
Texas
$2.11M +$2.11M +42,255 New
BFA
24
Beaumont Financial Advisors
Massachusetts
$2.1M -$5.39K -108 -0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.06M +$593K +11,892 +40%

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.