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T. Rowe Price Floating Rate ETF

83 hedge funds and large institutions have $215M invested in T. Rowe Price Floating Rate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $175M → $215M (+$39.8M)

15% more funds holding

Funds holding: 7283 (+11)

1.84% more ownership

Funds ownership: 45.27%47.11% (+1.8%)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.01%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
21
Increased
40
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
26
N.E.W. Advisory Services
Wisconsin
$1.75M +$1.75M +34,070 New
RSA
27
River Street Advisors
Illinois
$1.56M +$174K +3,379 +13%
SA
28
Sovran Advisors
California
$1.54M +$96K +1,867 +7%
MFS
29
McNamara Financial Services
Massachusetts
$1.54M +$53.3K +1,036 +4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.46M -$1.19M -23,198 -45%
FFA
31
Farther Finance Advisors
California
$1.45M +$1.44M +27,963 +10,281%
FIT
32
Financially in Tune
Massachusetts
$1.44M +$1.45M +28,092 New
PFS
33
Prospera Financial Services
Texas
$1.33M +$1.75K +34 +0.1%
ALC
34
Alexander Labrunerie & Co
Missouri
$1.3M +$333K +6,483 +35%
LIA
35
Luken Investment Analytics
Tennessee
$1.26M -$38.5K -748 -3%
OFS
36
OneAscent Financial Services
Alabama
$1.24M -$4.83K -94 -0.4%
LPL Financial
37
LPL Financial
California
$1.19M +$79.4K +1,544 +7%
PS
38
Principal Securities
Iowa
$1.09M +$91.2K +1,773 +9%
Mariner
39
Mariner
Kansas
$1.09M -$66.2K -1,287 -6%
TWP
40
Tempus Wealth Planning
California
$1.02M +$6.38K +124 +0.6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$937K +$180K +3,508 +24%
DAS
42
Dynamic Advisor Solutions
Arizona
$914K +$411K +7,994 +82%
EFH
43
Eaton Financial Holdings
Florida
$837K +$138K +2,686 +20%
MML Investors Services
44
MML Investors Services
Massachusetts
$766K +$767K +14,907 New
DC
45
Dahring Cusmano
Michigan
$742K -$71.9K -1,397 -9%
CCFM
46
Clear Creek Financial Management
Washington
$692K +$296K +5,747 +74%
LFAS
47
Level Four Advisory Services
Texas
$667K +$215K +4,186 +48%
1IA
48
1620 Investment Advisors
Massachusetts
$624K +$46.6K +905 +8%
OAM
49
Occidental Asset Management
California
$499K +$499K +9,700 New
NRI
50
NFP Retirement Inc
California
$493K +$78.3K +1,523 +19%