T. Rowe Price Floating Rate ETF
TFLR
9 hedge funds and large institutions have $10.1M invested in T. Rowe Price Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
7% more capital invested
Capital invested by funds: $9.43M → $10.1M (+$656K)
0% less ownership
Funds ownership: 8.9% → 8.89% (-0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.85M |
| 2 |
CWM
Castle Wealth Management
West Palm Beach,
Florida
|
+$3.36M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$534K |
| 4 |
TWD
True Wealth Design
Akron,
Ohio
|
+$189K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.69M |
| 2 |
Jane Street
New York
|
-$3.66M |
| 3 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$219K |
TFLR Hedge Fund Activity: Q4 2023 in Review
9 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Floating Rate ETF (TFLR) for Q4 2023, worth a combined $10.1M — up 7% from $9.43M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TFLR positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $3.85M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.69M sold.
- 9 institutional investors held T. Rowe Price Floating Rate ETF (TFLR) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $10.1M of T. Rowe Price Floating Rate ETF stock for Q4 2023, up 7% quarter-over-quarter.
- 6 funds opened new T. Rowe Price Floating Rate ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest T. Rowe Price Floating Rate ETF buyer in Q4 2023 was Stifel Financial, an estimated $3.85M added.
- The largest T. Rowe Price Floating Rate ETF seller in Q4 2023 was Goldman Sachs, an estimated $3.69M sold.
Based on aggregated 13F filings for Q4 2023.