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T. Rowe Price Floating Rate ETF

45 hedge funds and large institutions have $79.8M invested in T. Rowe Price Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
24
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Castle Wealth Management
Florida
$11.7M +$658K +12,725 +6%
Stifel Financial
2
Stifel Financial
Missouri
$9.29M +$4.99M +96,622 +116%
PCM
3
Pennsylvania Capital Management
Pennsylvania
$8.45M +$8.45M +163,449 New
SW
4
SteelPeak Wealth
California
$7.91M +$4.18M +80,816 +112%
4WM
5
4J Wealth Management
Virginia
$7.59M +$422K +8,172 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.89M +$831K +16,069 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.11M +$3.11M +60,182 New
AWM
8
Aviso Wealth Management
Washington
$2.93M +$649K +12,553 +28%
FFS
9
Flavin Financial Services
Florida
$2.75M +$2.75M +53,215 New
TWD
10
True Wealth Design
Ohio
$2.19M -$162K -3,129 -7%
CCMG
11
Clark Capital Management Group
Pennsylvania
$2.08M +$63.7K +1,232 +3%
ETC
12
Exchange Traded Concepts
Oklahoma
$1.6M +$1.6M +31,040 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.38M +$417K +8,057 +43%
Bank of America
14
Bank of America
North Carolina
$1.26M +$1.26M +24,353 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.2M +$76.2K +1,475 +7%
RSA
16
River Street Advisors
Illinois
$1.13M +$750K +14,514 +197%
ALC
17
Alexander Labrunerie & Co
Missouri
$1.01M -$14K -270 -1%
KAS
18
Kestra Advisory Services
Texas
$931K +$265K +5,126 +40%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$828K +$298K +5,755 +56%
WIA
20
World Investment Advisors
California
$715K +$214K +4,134 +43%
TPBG
21
Turning Point Benefit Group
Maryland
$708K +$708K +13,665 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$678K -$4.24K -82 -0.6%
LPL Financial
23
LPL Financial
California
$651K +$235K +4,549 +57%
Citadel Advisors
24
Citadel Advisors
Florida
$522K +$277K +5,358 +113%
AAS
25
Ameritas Advisory Services
Nebraska
$505K +$16.6K +322 +3%