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T. Rowe Price Floating Rate ETF

68 hedge funds and large institutions have $130M invested in T. Rowe Price Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
28
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWS
1
Insight Wealth Strategies
California
$21.4M 416,019 +416,019 New
CWM
2
Castle Wealth Management
Florida
$12M 233,118 +6,105 +3%
Stifel Financial
3
Stifel Financial
Missouri
$10.9M 212,496 +3,624 +2%
SW
4
SteelPeak Wealth
California
$10.1M 197,056 +266 +0.1%
4WM
5
4J Wealth Management
Virginia
$9.18M 178,423 +13,027 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.62M 128,629 +48,842 +61%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.86M 93,951 -53,258 -36%
CWM
8
Centurion Wealth Management
Virginia
$4.13M 80,276 +75,112 +1,455%
AWM
9
Aviso Wealth Management
Washington
$3.85M 74,767 +5,621 +8%
Bank of America
10
Bank of America
North Carolina
$3.11M 60,490 -10,284 -15%
FFS
11
Flavin Financial Services
Florida
$2.59M 50,452 -17,810 -26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.59M 50,266 +10,173 +25%
SFC
13
Strategic Financial Concepts
Texas
$2.46M 47,756 +24,320 +104%
MPCL
14
My Personal CFO LLC
Washington
$2.41M 46,917 +39,899 +569%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.4M 46,565 +15,180 +48%
TWD
16
True Wealth Design
Ohio
$2.12M 41,124 -392 -0.9%
CCMG
17
Clark Capital Management Group
Pennsylvania
$2.07M 40,235 +40,235 New
TPBG
18
Turning Point Benefit Group
Maryland
$1.88M 36,537 -1,730 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$1.62M 31,475 +21,197 +206%
MFS
20
McNamara Financial Services
Massachusetts
$1.43M 27,710 -1,797 -6%
RSA
21
River Street Advisors
Illinois
$1.35M 26,200 -11,053 -30%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.34M 26,041 +6,837 +36%
ETC
23
Exchange Traded Concepts
Oklahoma
$1.32M 25,719 -2,035 -7%
LIA
24
Luken Investment Analytics
Tennessee
$1.28M 24,881 +9,984 +67%
Mariner
25
Mariner
Kansas
$1.14M 22,172 +6,943 +46%