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T. Rowe Price Floating Rate ETF

101 hedge funds and large institutions have $309M invested in T. Rowe Price Floating Rate ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

44% more capital invested

Capital invested by funds: $215M → $309M (+$94.6M)

22% more funds holding

Funds holding: 83101 (+18)

9.97% more ownership

Funds ownership: 47.11%57.08% (+10%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.24%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
27
Increased
42
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$65.2M +$66M +1,294,767 New
Raymond James Financial
2
Raymond James Financial
Florida
$28M +$10.5M +206,291 +59%
IWS
3
Insight Wealth Strategies
California
$13.9M -$10.6M -207,748 -43%
CWM
4
Castle Wealth Management
Florida
$13.4M +$599K +11,748 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.3M +$1.28M +25,100 +11%
Goldman Sachs
6
Goldman Sachs
New York
$12.1M +$12.2M +240,163 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.9M +$9.58M +188,074 +661%
Bank of America
8
Bank of America
North Carolina
$9.83M -$4.29M -84,141 -30%
SW
9
SteelPeak Wealth
California
$9.7M -$280K -5,497 -3%
MPCL
10
My Personal CFO LLC
Washington
$8.62M +$1.08M +21,152 +14%
Stifel Financial
11
Stifel Financial
Missouri
$8.15M -$1.54M -30,194 -16%
SFC
12
Strategic Financial Concepts
Texas
$7.27M +$7.31M +143,547 New
4WM
13
4J Wealth Management
Virginia
$7.12M -$400K -7,855 -5%
FFS
14
Flavin Financial Services
Florida
$6.82M +$318K +6,251 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.76M -$8.87M -174,063 -60%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.2M +$2.34M +45,995 +80%
AWM
17
Aviso Wealth Management
Washington
$4.84M +$11.5K +225 +0.2%
VC
18
Vicus Capital
Pennsylvania
$4.63M +$4.68M +91,933 New
RMS
19
Retirement Management Systems
Maryland
$4.56M +$166K +3,264 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.98M +$1.52M +29,783 +61%
KAS
21
Kestra Advisory Services
Texas
$3.9M +$1.89M +37,002 +91%
CRW
22
Clarity Retirement & Wealth
Massachusetts
$3.78M +$214K +4,191 +6%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.57M +$921K +18,081 +34%
AIM
24
Advyzon Investment Management
Illinois
$3.2M +$3.23M +63,455 New
RSA
25
River Street Advisors
Illinois
$2.66M +$1.14M +22,409 +74%

TFLR Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Floating Rate ETF (TFLR) for Q1 2026, worth a combined $309M — up 44% from $215M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TFLR positions and 7 closed out — a net gain of 20 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was SEI Investments, opening a new position worth an estimated $66M. The largest seller was Insight Wealth Strategies, cutting an estimated $10.6M.

  • 101 institutional investors held T. Rowe Price Floating Rate ETF (TFLR) as of Q1 2026, up from 83 in Q4 2025.
  • Funds reported $309M of T. Rowe Price Floating Rate ETF stock for Q1 2026, up 44% quarter-over-quarter.
  • 27 funds opened new T. Rowe Price Floating Rate ETF positions in Q1 2026 and 7 closed out, a net change of +20 holders.
  • The largest T. Rowe Price Floating Rate ETF buyer in Q1 2026 was SEI Investments, an estimated $66M added.
  • The largest T. Rowe Price Floating Rate ETF seller in Q1 2026 was Insight Wealth Strategies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.