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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
CCFM
51
Clear Creek Financial Management
Washington
$682K +$3.62K +71 +0.5%
LFAS
52
Level Four Advisory Services
Texas
$654K +$357 +7 +0.1%
1IA
53
1620 Investment Advisors
Massachusetts
$654K +$42.9K +842 +7%
SWM
54
Spire Wealth Management
Virginia
$644K +$274K +5,381 +73%
DC
55
Dahring Cusmano
Michigan
$637K -$90.8K -1,782 -12%
NRI
56
NFP Retirement Inc
California
$590K +$109K +2,130 +22%
KF
57
K2 Financial
California
$547K +$547K +10,735 New
PWM
58
Platt Wealth Management
California
$431K +$44.5K +873 +11%
AWA
59
Arkadios Wealth Advisors
Georgia
$390K +$76.2K +1,495 +24%
JFG
60
Jefferies Financial Group
New York
$383K +$60.3K +1,183 +18%
NA
61
NewEdge Advisors
Louisiana
$381K +$386K +7,567 New
GVAG
62
Great Valley Advisor Group
Delaware
$378K -$16.3K -319 -4%
CAG
63
Csenge Advisory Group
Florida
$353K +$357K +7,013 New
PJSIMP
64
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K +$357K +7,001 New
HI
65
Harbour Investments
Wisconsin
$310K +$47K +923 +18%
DADC
66
D.A. Davidson & Co
Montana
$304K -$120K -2,361 -28%
OAM
67
Occidental Asset Management
California
$293K -$198K -3,880 -40%
UAG
68
United Advisor Group
Ohio
$264K +$267K +5,240 New
RPGK
69
Retirement Planning Group (Kansas)
Kansas
$257K +$260K +5,113 New
CSA
70
Cottage Street Advisors
Massachusetts
$246K -$9.88K -194 -4%
AF
71
Allworth Financial
California
$246K +$306 +6 +0.1%
FAM
72
Formidable Asset Management
Ohio
$241K -$51 -1 -0%
ALC
73
Alexander Labrunerie & Co
Missouri
$236K -$1.05M -20,540 -81%
AAS
74
Ameritas Advisory Services
Nebraska
$224K +$227K +4,448 New
CWM
75
Cranbrook Wealth Management
Michigan
$168K +$4.89K +96 +3%

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.