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T. Rowe Price Floating Rate ETF

68 hedge funds and large institutions have $130M invested in T. Rowe Price Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
28
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
1
Insight Wealth Strategies
California
$21.4M +$21.4M +416,019 New
CWM
2
Castle Wealth Management
Florida
$12M +$314K +6,105 +3%
Stifel Financial
3
Stifel Financial
Missouri
$10.9M +$186K +3,624 +2%
SW
4
SteelPeak Wealth
California
$10.1M +$13.7K +266 +0.1%
4WM
5
4J Wealth Management
Virginia
$9.18M +$670K +13,027 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.62M +$2.51M +48,842 +61%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.86M -$2.75M -53,258 -36%
CWM
8
Centurion Wealth Management
Virginia
$4.13M +$3.86M +75,112 +1,455%
AWM
9
Aviso Wealth Management
Washington
$3.85M +$289K +5,621 +8%
Bank of America
10
Bank of America
North Carolina
$3.11M -$529K -10,284 -15%
FFS
11
Flavin Financial Services
Florida
$2.59M -$916K -17,810 -26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.59M +$523K +10,173 +25%
SFC
13
Strategic Financial Concepts
Texas
$2.46M +$1.25M +24,320 +104%
MPCL
14
My Personal CFO LLC
Washington
$2.41M +$2.05M +39,899 +569%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.4M +$781K +15,180 +48%
TWD
16
True Wealth Design
Ohio
$2.12M -$20.2K -392 -0.9%
CCMG
17
Clark Capital Management Group
Pennsylvania
$2.07M +$2.07M +40,235 New
TPBG
18
Turning Point Benefit Group
Maryland
$1.88M -$89K -1,730 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$1.62M +$1.09M +21,197 +206%
MFS
20
McNamara Financial Services
Massachusetts
$1.43M -$92.4K -1,797 -6%
RSA
21
River Street Advisors
Illinois
$1.35M -$568K -11,053 -30%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.34M +$352K +6,837 +36%
ETC
23
Exchange Traded Concepts
Oklahoma
$1.32M -$105K -2,035 -7%
LIA
24
Luken Investment Analytics
Tennessee
$1.28M +$513K +9,984 +67%
Mariner
25
Mariner
Kansas
$1.14M +$357K +6,943 +46%