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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
GRP
76
Global Retirement Partners
California
$12.5K +$566 +11 +5%
CIAS
77
Capital Investment Advisory Services
North Carolina
$10.3K +$10.3K +200 New
PTC
78
Private Trust Company
Ohio
$1.75K +$720 +14 +70%
SEP
79
Signature Equity Partners
Ohio
$1.5K +$1.49K +29 New
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$1.18K +$823 +16 +229%
CPG
81
Cornerstone Planning Group
New Jersey
$718 -$4.94K -96 -87%
TCM
82
Triumph Capital Management
Colorado
$360 +$360 +7 New
AssetMark Inc
83
AssetMark Inc
California
$308 -$103 -2 -25%
HNB
84
Huntington National Bank
Ohio
$308
PSFG
85
Park Square Financial Group
Georgia
$258
Wells Fargo
86
Wells Fargo
California
$6 -$154 -3 Closed
SFC
87
Strategic Financial Concepts
Texas
-$4.38M -85,084 Closed
CAM
88
CPA Asset Management
Florida
-$644K -12,512 Closed
WIA
89
World Investment Advisors
California
-$579K -11,251 Closed
CWM
90
Centurion Wealth Management
Virginia
-$387K -7,530 Closed
AAS
91
Ameritas Advisory Services
Nebraska
-$243K -4,714 Closed
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
-$111K -2,166 Closed
UBS Group
93
UBS Group
Switzerland
-$71.1K -1,382 Closed
CIR
94
Clear Investment Research
Georgia
-$34.2K -665 Closed
SWP
95
Strategic Wealth Partners
Ohio
-$1.65K -32 Closed