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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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1
Insight Wealth Strategies
California
$21.4M
CWM
2
Castle Wealth Management
Florida
$12M
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
SW
4
SteelPeak Wealth
California
$10.1M
4WM
5
4J Wealth Management
Virginia
$9.18M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.62M
Osaic Holdings
7
Osaic Holdings
Arizona
$4.86M
CWM
8
Centurion Wealth Management
Virginia
$4.13M
AWM
9
Aviso Wealth Management
Washington
$3.85M
Bank of America
10
Bank of America
North Carolina
$3.11M
FFS
11
Flavin Financial Services
Florida
$2.59M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.58M
SFC
13
Strategic Financial Concepts
Texas
$2.46M
MPCL
14
My Personal CFO LLC
Washington
$2.41M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.4M
TWD
16
True Wealth Design
Ohio
$2.12M
CCMG
17
Clark Capital Management Group
Pennsylvania
$2.07M
TPBG
18
Turning Point Benefit Group
Maryland
$1.88M
Citadel Advisors
19
Citadel Advisors
Florida
$1.62M
MFS
20
McNamara Financial Services
Massachusetts
$1.43M
RSA
21
River Street Advisors
Illinois
$1.35M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.34M
ETC
23
Exchange Traded Concepts
Oklahoma
$1.32M
LIA
24
Luken Investment Analytics
Tennessee
$1.28M
Mariner
25
Mariner
Kansas
$1.14M