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T. Rowe Price Floating Rate ETF

68 hedge funds and large institutions have $134M invested in T. Rowe Price Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

31% more funds holding

Funds holding: 5268 (+16)

28% more capital invested

Capital invested by funds: $104M → $134M (+$29.6M)

5.13% more ownership

Funds ownership: 34.7%39.82% (+5.1%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.9%
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
29
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1
Insight Wealth Strategies
California
$21.4M +$21.2M +416,019 New
CWM
2
Castle Wealth Management
Florida
$12M +$312K +6,105 +3%
Stifel Financial
3
Stifel Financial
Missouri
$10.9M +$185K +3,624 +2%
SW
4
SteelPeak Wealth
California
$10.1M +$13.6K +266 +0.1%
4WM
5
4J Wealth Management
Virginia
$9.18M +$665K +13,027 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.37M +$788K +15,440 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.62M +$2.49M +48,842 +61%
CWM
8
Centurion Wealth Management
Virginia
$4.13M +$3.83M +75,112 +1,455%
AWM
9
Aviso Wealth Management
Washington
$3.85M +$287K +5,621 +8%
Bank of America
10
Bank of America
North Carolina
$3.11M -$525K -10,284 -15%
FFS
11
Flavin Financial Services
Florida
$2.59M -$909K -17,810 -26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.58M +$519K +10,173 +25%
SFC
13
Strategic Financial Concepts
Texas
$2.46M +$1.24M +24,320 +104%
MPCL
14
My Personal CFO LLC
Washington
$2.41M +$2.04M +39,899 +569%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.4M +$775K +15,180 +48%
TWD
16
True Wealth Design
Ohio
$2.12M -$20K -392 -0.9%
CCMG
17
Clark Capital Management Group
Pennsylvania
$2.07M +$2.05M +40,235 New
TPBG
18
Turning Point Benefit Group
Maryland
$1.88M -$88.3K -1,730 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$1.62M +$1.08M +21,197 +206%
MFS
20
McNamara Financial Services
Massachusetts
$1.43M -$91.7K -1,797 -6%
RSA
21
River Street Advisors
Illinois
$1.35M -$564K -11,053 -30%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.34M +$349K +6,837 +36%
ETC
23
Exchange Traded Concepts
Oklahoma
$1.32M -$104K -2,035 -7%
LIA
24
Luken Investment Analytics
Tennessee
$1.28M +$510K +9,984 +67%
Mariner
25
Mariner
Kansas
$1.14M +$354K +6,943 +46%

TFLR Hedge Fund Activity: Q2 2025 in Review

68 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Floating Rate ETF (TFLR) for Q2 2025, worth a combined $134M — up 28% from $104M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TFLR positions and 4 closed out — a net gain of 16 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Insight Wealth Strategies, opening a new position worth an estimated $21.2M. The largest seller was Pennsylvania Capital Management, exiting entirely with an estimated $9.74M sold.

  • 68 institutional investors held T. Rowe Price Floating Rate ETF (TFLR) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $134M of T. Rowe Price Floating Rate ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 20 funds opened new T. Rowe Price Floating Rate ETF positions in Q2 2025 and 4 closed out, a net change of +16 holders.
  • The largest T. Rowe Price Floating Rate ETF buyer in Q2 2025 was Insight Wealth Strategies, an estimated $21.2M added.
  • The largest T. Rowe Price Floating Rate ETF seller in Q2 2025 was Pennsylvania Capital Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2025.