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T. Rowe Price Floating Rate ETF

25 hedge funds and large institutions have $38.2M invested in T. Rowe Price Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
9
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Castle Wealth Management
Florida
$10.1M +$3.07M +59,469 +44%
Stifel Financial
2
Stifel Financial
Missouri
$6.97M +$1.33M +25,845 +24%
4WM
3
4J Wealth Management
Virginia
$6.27M +$828K +16,070 +15%
SW
4
SteelPeak Wealth
California
$3.78M +$3.78M +73,259 New
TWD
5
True Wealth Design
Ohio
$2M +$171K +3,318 +9%
GFG
6
Goldstone Financial Group
Illinois
$1.86M +$1.86M +36,120 New
Jane Street
7
Jane Street
New York
$1.78M +$803K +15,586 +83%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.3M +$440K +8,545 +51%
KAS
9
Kestra Advisory Services
Texas
$701K +$701K +13,602 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$660K +$84.3K +1,635 +15%
BWM
11
Birchcreek Wealth Management
Ohio
$370K +$370K +7,185 New
RSA
12
River Street Advisors
Illinois
$339K +$45.2K +877 +15%
LPL Financial
13
LPL Financial
California
$330K +$330K +6,407 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$328K +$328K +6,366 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$292K +$292K +5,659 New
AAS
16
Ameritas Advisory Services
Nebraska
$266K +$266K +5,165 New
CA
17
CoreCap Advisors
Michigan
$225K +$8.4K +163 +4%
FTS
18
Fifth Third Securities
Ohio
$204K +$204K +3,960 New
CWM
19
Cranbrook Wealth Management
Michigan
$148K
PS
20
Principal Securities
Iowa
$108K +$108K +2,100 New
FCG
21
Financial Connections Group
California
$85K -$20.7K -405 -20%
MCM
22
MidAtlantic Capital Management
Virginia
$63.6K
OSNBOA
23
Old Second National Bank of Aurora
Illinois
$58.8K -$17.6K -342 -23%
SFC
24
Strategic Financial Concepts
Texas
$4.81K +$4.81K +248,405 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$670 +$670 +13 New