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T. Rowe Price Ultra Short-Term Bond ETF

107 hedge funds and large institutions have $539M invested in T. Rowe Price Ultra Short-Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

45% more capital invested

Capital invested by funds: $371M → $539M (+$168M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more funds holding

Funds holding: 90107 (+17)

1.69% more ownership

Funds ownership: 47.67%49.37% (+1.7%)

Holders
107
Holders Change
+17
Holders Change %
+18.89%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
28
Increased
45
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
1
ARS Wealth Advisors Group
Florida
$169M +$37.5M +752,312 +28%
Raymond James Financial
2
Raymond James Financial
Florida
$75.1M +$5.53M +110,846 +8%
MA
3
MCF Advisors
Kentucky
$21M +$21M +421,818 New
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M +$6.58M +131,987 +46%
HA
5
Harfst & Associates
Wyoming
$20.4M +$11.1M +221,574 +118%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$18.6M +$3.95M +79,283 +27%
MAG
7
Members Advisory Group
New York
$17.6M +$17.7M +354,730 New
SFC
8
Strategic Financial Concepts
Texas
$14.1M +$14.3M +286,399 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$3.04M +60,866 +29%
3AM
10
3EDGE Asset Management
Florida
$12.9M +$11.6M +232,378 +878%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.6M +$6.13M +122,940 +94%
Stifel Financial
12
Stifel Financial
Missouri
$12M +$1.56M +31,356 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.1M +$2.86M +57,393 +35%
SA
14
Sovran Advisors
California
$6.96M -$328K -6,585 -4%
WFS
15
Walker Financial Services
Kentucky
$6.2M +$108K +2,160 +2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.28M +$258K +5,180 +5%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.34M +$4.35M +87,270 New
FIS
18
Fischer Investment Strategies
California
$3.55M +$2.99M +59,962 +526%
CFS
19
CRA Financial Services
New Jersey
$3.51M +$658K +13,193 +23%
EFS
20
Essex Financial Services
Connecticut
$3.35M +$1.33M +26,735 +66%
E
21
EntreWealth
Texas
$3.35M -$97.4K -1,953 -3%
BHFP
22
Blom & Howell Financial Planning
California
$3.33M -$49.1K -984 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.28M +$1.23M +24,678 +60%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.24M +$1.32M +26,443 +68%
LC
25
Lawood & Co
Pennsylvania
$3.02M -$525K -10,521 -15%

TBUX Hedge Fund Activity: Q1 2026 in Review

107 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) for Q1 2026, worth a combined $539M — up 45% from $371M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TBUX positions and 9 closed out — a net gain of 19 holders — while 45 added to existing stakes and 29 trimmed.

The largest buyer was ARS Wealth Advisors Group, adding an estimated $37.5M. The largest seller was Austin Wealth Management, cutting an estimated $3.66M.

  • 107 institutional investors held T. Rowe Price Ultra Short-Term Bond ETF (TBUX) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $539M of T. Rowe Price Ultra Short-Term Bond ETF stock for Q1 2026, up 45% quarter-over-quarter.
  • 28 funds opened new T. Rowe Price Ultra Short-Term Bond ETF positions in Q1 2026 and 9 closed out, a net change of +19 holders.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF buyer in Q1 2026 was ARS Wealth Advisors Group, an estimated $37.5M added.
  • The largest T. Rowe Price Ultra Short-Term Bond ETF seller in Q1 2026 was Austin Wealth Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2026.