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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
HCWM
51
Hidden Cove Wealth Management
Washington
$470K -$224K -4,363 -32%
JWCA
52
J.W. Cole Advisors
Florida
$436K +$163K +3,178 +60%
DADC
53
D.A. Davidson & Co
Montana
$431K +$23.4K +454 +6%
GVAG
54
Great Valley Advisor Group
Delaware
$403K +$403K +7,833 New
PWM
55
Platt Wealth Management
California
$395K +$396K +7,689 New
SWM
56
Spire Wealth Management
Virginia
$380K +$381K +7,401 New
JFG
57
Jefferies Financial Group
New York
$330K
AWA
58
Arkadios Wealth Advisors
Georgia
$321K +$322K +6,253 New
HI
59
Harbour Investments
Wisconsin
$269K +$270K +5,242 New
CSA
60
Cottage Street Advisors
Massachusetts
$261K -$49.1K -954 -16%
AF
61
Allworth Financial
California
$250K -$669 -13 -0.3%
FAM
62
Formidable Asset Management
Ohio
$242K +$242K +4,698 New
FTS
63
Fifth Third Securities
Ohio
$237K -$223K -4,340 -48%
CWM
64
Cranbrook Wealth Management
Michigan
$166K +$6.94K +135 +4%
Morgan Stanley
65
Morgan Stanley
New York
$150K +$412 +8 +0.3%
EWA
66
EverSource Wealth Advisors
Alabama
$126K +$1.03K +20 +0.8%
OSNBOA
67
Old Second National Bank of Aurora
Illinois
$102K +$3.09K +60 +3%
MCM
68
MidAtlantic Capital Management
Virginia
$100K +$100K +1,952 New
TWC
69
TD Waterhouse Canada
Ontario, Canada
$75K -$66.9K -1,300 -47%
CA
70
CoreCap Advisors
Michigan
$54K
BlackRock
71
BlackRock
New York
$51.4K +$51.4K +1,000 New
FCG
72
Financial Connections Group
California
$25K
BLC
73
Brown, Lisle/Cummings
Rhode Island
$20.6K
GWM
74
Geneos Wealth Management
Colorado
$16.1K +$669 +13 +4%
WOSD
75
WFA of San Diego
California
$15.6K +$15.6K +304 New