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T. Rowe Price Floating Rate ETF
TFLR

Overview Fund Activity

52 hedge funds and large institutions have $104M invested in T. Rowe Price Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.71%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
14
Increased
25
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.07M
2
Jane Street
Jane Street
New York
$3.17M
3
Osaic Holdings
Osaic Holdings
Arizona
$7.52M
4
Bank of America
Bank of America
North Carolina
$3.61M
5
SW
SteelPeak Wealth
California
$10M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$231K
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
WIA
World Investment Advisors
California
$0
4
KWM
Kingsview Wealth Management
Oregon
$0
5
LPL Financial
LPL Financial
California
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Castle Wealth Management
Florida
$11.6M +$72.5K +1,421 +0.6%
Stifel Financial
2
Stifel Financial
Missouri
$10.7M +$1.49M +29,113 +16%
SW
3
SteelPeak Wealth
California
$10M +$2.24M +43,837 +29%
PCM
4
Pennsylvania Capital Management
Pennsylvania
$9.74M +$1.39M +27,290 +17%
4WM
5
4J Wealth Management
Virginia
$8.44M +$942K +18,458 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.52M +$2.69M +52,708 +56%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.07M +$3.83M +75,121 +1,610%
Bank of America
8
Bank of America
North Carolina
$3.61M +$2.37M +46,421 +191%
AWM
9
Aviso Wealth Management
Washington
$3.53M +$635K +12,441 +22%
FFS
10
Flavin Financial Services
Florida
$3.48M +$768K +15,047 +28%
Jane Street
11
Jane Street
New York
$3.17M +$3.17M +62,165 New
TWD
12
True Wealth Design
Ohio
$2.12M -$43.2K -847 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.05M +$680K +13,326 +50%
TPBG
14
Turning Point Benefit Group
Maryland
$1.9M +$1.22M +24,602 +180%
RSA
15
River Street Advisors
Illinois
$1.9M +$784K +15,365 +70%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.6M +$785K +15,371 +96%
MFS
17
McNamara Financial Services
Massachusetts
$1.51M +$1.51M +29,507 New
ETC
18
Exchange Traded Concepts
Oklahoma
$1.42M -$168K -3,286 -11%
SFC
19
Strategic Financial Concepts
Texas
$1.2M +$909K +17,811 +317%
ALC
20
Alexander Labrunerie & Co
Missouri
$997K – – –
OFS
21
OneAscent Financial Services
Alabama
$994K +$994K +19,466 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$980K -$202K -3,961 -17%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$976K +$307K +6,013 +46%
GWM
24
Geneos Wealth Management
Colorado
$891K +$876K +17,156 +5,719%
KAS
25
Kestra Advisory Services
Texas
$798K -$121K -2,380 -13%
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