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T. Rowe Price Floating Rate ETF

82 hedge funds and large institutions have $213M invested in T. Rowe Price Floating Rate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
$24.9M
Raymond James Financial
2
Raymond James Financial
Florida
$17.9M
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M
Bank of America
4
Bank of America
North Carolina
$14.4M
CWM
5
Castle Wealth Management
Florida
$13.1M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.3M
SW
7
SteelPeak Wealth
California
$10.2M
Stifel Financial
8
Stifel Financial
Missouri
$9.87M
MPCL
9
My Personal CFO LLC
Washington
$7.71M
4WM
10
4J Wealth Management
Virginia
$7.67M
FFS
11
Flavin Financial Services
Florida
$6.64M
VCP
12
Verus Capital Partners
Arizona
$5.01M
AWM
13
Aviso Wealth Management
Washington
$4.93M
TPBG
14
Turning Point Benefit Group
Maryland
$4.57M
RMS
15
Retirement Management Systems
Maryland
$4.48M
CRW
16
Clarity Retirement & Wealth
Massachusetts
$3.64M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.94M
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.72M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.53M
CCMG
20
Clark Capital Management Group
Pennsylvania
$2.48M
TWD
21
True Wealth Design
Ohio
$2.09M
KAS
22
Kestra Advisory Services
Texas
$2.08M
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.01M
Citadel Advisors
24
Citadel Advisors
Florida
$1.99M
RMF
25
Red Mountain Financial
Colorado
$1.77M