We are live on ! Find out more
TFLR icon

T. Rowe Price Floating Rate ETF

72 hedge funds and large institutions have $175M invested in T. Rowe Price Floating Rate ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

31% more capital invested

Capital invested by funds: $134M → $175M (+$41.1M)

6% more funds holding

Funds holding: 6872 (+4)

5.44% more ownership

Funds ownership: 39.82%45.27% (+5.4%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
43
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1
Insight Wealth Strategies
California
$23.5M +$2.13M +41,190 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$15M +$6.64M +128,637 +79%
Raymond James Financial
3
Raymond James Financial
Florida
$13.4M +$13M +252,136 +3,012%
CWM
4
Castle Wealth Management
Florida
$12.7M +$668K +12,956 +6%
Stifel Financial
5
Stifel Financial
Missouri
$12.1M +$1.18M +22,853 +11%
Bank of America
6
Bank of America
North Carolina
$10.6M +$7.47M +144,684 +239%
SW
7
SteelPeak Wealth
California
$10.5M +$355K +6,883 +3%
4WM
8
4J Wealth Management
Virginia
$10.2M +$1.05M +20,434 +11%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.05M +$2.44M +47,196 +37%
FFS
10
Flavin Financial Services
Florida
$6.11M +$3.52M +68,301 +135%
SFC
11
Strategic Financial Concepts
Texas
$4.38M +$1.93M +37,328 +78%
AWM
12
Aviso Wealth Management
Washington
$4.31M +$461K +8,927 +12%
TPBG
13
Turning Point Benefit Group
Maryland
$3.25M +$1.37M +26,541 +73%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.66M +$71.8K +1,391 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.49M +$97.7K +1,893 +4%
CCMG
16
Clark Capital Management Group
Pennsylvania
$2.2M +$132K +2,554 +6%
TWD
17
True Wealth Design
Ohio
$2.13M +$11.2K +218 +0.5%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.9M +$778K +15,076 +69%
KAS
19
Kestra Advisory Services
Texas
$1.76M +$733K +14,215 +71%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.57M +$232K +4,498 +17%
MFS
21
McNamara Financial Services
Massachusetts
$1.49M +$64.4K +1,248 +5%
SA
22
Sovran Advisors
California
$1.44M +$1.45M +28,014 New
RSA
23
River Street Advisors
Illinois
$1.39M +$42.8K +829 +3%
PFS
24
Prospera Financial Services
Texas
$1.33M +$1.04M +20,130 +353%
LIA
25
Luken Investment Analytics
Tennessee
$1.3M +$15.2K +294 +1%

TFLR Hedge Fund Activity: Q3 2025 in Review

72 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Floating Rate ETF (TFLR) for Q3 2025, worth a combined $175M — up 31% from $134M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TFLR positions and 8 closed out — a net gain of 5 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13M. The largest seller was Centurion Wealth Management, cutting an estimated $3.75M.

  • 72 institutional investors held T. Rowe Price Floating Rate ETF (TFLR) as of Q3 2025, up from 68 in Q2 2025.
  • Funds reported $175M of T. Rowe Price Floating Rate ETF stock for Q3 2025, up 31% quarter-over-quarter.
  • 13 funds opened new T. Rowe Price Floating Rate ETF positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest T. Rowe Price Floating Rate ETF buyer in Q3 2025 was Raymond James Financial, an estimated $13M added.
  • The largest T. Rowe Price Floating Rate ETF seller in Q3 2025 was Centurion Wealth Management, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2025.