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T. Rowe Price Floating Rate ETF

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: 5268 (+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: 63 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$150K -$561 -11 -0.4%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$147K +$40.1K +785 +38%
EWA
53
EverSource Wealth Advisors
Alabama
$122K +$121K +2,376 New
CWM
54
Cranbrook Wealth Management
Michigan
$118K
FCG
55
Financial Connections Group
California
$106K +$20.4K +400 +24%
OSNBOA
56
Old Second National Bank of Aurora
Illinois
$100K +$2.4K +47 +2%
CA
57
CoreCap Advisors
Michigan
$59.6K -$6.02K -118 -9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$23K -$208K -4,077 -90%
BLC
59
Brown, Lisle/Cummings
Rhode Island
$20.6K +$20.4K +400 New
GWM
60
Geneos Wealth Management
Colorado
$15.4K -$876K -17,156 -98%
GRP
61
Global Retirement Partners
California
$10.9K +$10.8K +212 New
FFA
62
Farther Finance Advisors
California
$10.3K
FHA
63
First Horizon Advisors
Tennessee
$2.37K +$2.35K +46 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1.18K +$1.17K +23 New
SIC
65
Salem Investment Counselors
North Carolina
$978 +$970 +19 New
PTC
66
Private Trust Company
Ohio
$977 +$970 +19 New
PSFG
67
Park Square Financial Group
Georgia
$257 +$255 +5 New
Wells Fargo
68
Wells Fargo
California
$61
PCM
69
Pennsylvania Capital Management
Pennsylvania
-$9.74M -190,739 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$472K -9,251 Closed
GVAG
71
Great Valley Advisor Group
Delaware
-$359K -7,031 Closed
HIMS
72
Hager Investment Management Services
New Hampshire
-$39.2K -768 Closed

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.