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T. Rowe Price Floating Rate ETF
TFLR

68 hedge funds and large institutions have $134M invested in T. Rowe Price Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

31% more funds holding

Funds holding: 52 → 68 (+16)

28% more capital invested

Capital invested by funds: $104M → $134M (+$29.6M)

5.13% more ownership

Funds ownership: 34.7% → 39.82% (+5.1%)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.9%
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
29
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWS
Insight Wealth Strategies
California
+$21.2M
2
CWM
Centurion Wealth Management
Virginia
+$3.83M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.49M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$2.05M
5
MPCL
My Personal CFO LLC
Washington
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
PCM
Pennsylvania Capital Management
Pennsylvania
-$9.74M
2
Jane Street
Jane Street
New York
-$2.43M
3
FFS
Flavin Financial Services
Florida
-$909K
4
GWM
Geneos Wealth Management
Colorado
-$876K
5
RSA
River Street Advisors
Illinois
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$135K +2,645 +14%
LPL Financial
27
LPL Financial
California
$1.12M +$670K +13,127 +152%
KAS
28
Kestra Advisory Services
Texas
$1.03M +$221K +4,325 +28%
TWP
29
Tempus Wealth Planning
California
$1.02M +$1.01M +19,757 New
OFS
30
OneAscent Financial Services
Alabama
$1M – – –
ALC
31
Alexander Labrunerie & Co
Missouri
$915K -$89.3K -1,749 -9%
RMF
32
Red Mountain Financial
Colorado
$827K +$206K +4,042 +34%
Jane Street
33
Jane Street
New York
$746K -$2.43M -47,668 -77%
DC
34
Dahring Cusmano
Michigan
$725K +$80.2K +1,572 +13%
PS
35
Principal Securities
Iowa
$723K +$328K +6,421 +84%
CAM
36
CPA Asset Management
Florida
$643K – – –
WIA
37
World Investment Advisors
California
$578K +$574K +11,248 New
1IA
38
1620 Investment Advisors
Massachusetts
$535K +$531K +10,412 New
Raymond James Financial
39
Raymond James Financial
Florida
$431K +$136K +2,665 +47%
SAI
40
Savvy Advisors Inc
New York
$407K +$404K +7,920 New
CCFM
41
Clear Creek Financial Management
Washington
$406K +$56.3K +1,104 +16%
DAS
42
Dynamic Advisor Solutions
Arizona
$401K +$398K +7,806 New
HCWM
43
Hidden Cove Wealth Management
Washington
$347K +$345K +6,755 New
AF
44
Allworth Financial
California
$332K +$21.7K +425 +7%
JFG
45
Jefferies Financial Group
New York
$330K +$328K +6,419 New
FTS
46
Fifth Third Securities
Ohio
$329K +$13.7K +268 +4%
AAS
47
Ameritas Advisory Services
Nebraska
$313K -$192K -3,758 -38%
DADC
48
D.A. Davidson & Co
Montana
$308K +$306K +5,998 New
PFS
49
Prospera Financial Services
Texas
$293K +$291K +5,696 New
TSS
50
Two Sigma Securities
New York
$201K +$200K +3,917 New
1
2
3

TFLR Hedge Fund Activity: Q2 2025 in Review

68 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Floating Rate ETF (TFLR) for Q2 2025, worth a combined $134M — up 28% from $104M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TFLR positions and 4 closed out — a net gain of 16 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $21.2M. The largest seller was Pennsylvania Capital Management, exiting entirely with an estimated $9.74M sold.

  • 68 institutional investors held T. Rowe Price Floating Rate ETF (TFLR) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $134M of T. Rowe Price Floating Rate ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 20 funds opened new T. Rowe Price Floating Rate ETF positions in Q2 2025 and 4 closed out, a net change of +16 holders.
  • The largest T. Rowe Price Floating Rate ETF buyer in Q2 2025 was Insight Wealth Strategies, an estimated $21.2M added.
  • The largest T. Rowe Price Floating Rate ETF seller in Q2 2025 was Pennsylvania Capital Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2025.