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T. Rowe Price Floating Rate ETF

83 hedge funds and large institutions have $215M invested in T. Rowe Price Floating Rate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $175M → $215M (+$39.8M)

15% more funds holding

Funds holding: 7283 (+11)

1.84% more ownership

Funds ownership: 45.27%47.11% (+1.8%)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.01%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
21
Increased
40
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1
Insight Wealth Strategies
California
$24.9M +$1.35M +26,309 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$17.9M +$4.54M +88,298 +34%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M -$153K -2,965 -1%
Bank of America
4
Bank of America
North Carolina
$14.4M +$3.81M +74,120 +36%
CWM
5
Castle Wealth Management
Florida
$13.1M +$456K +8,865 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.3M +$2.27M +44,208 +25%
SW
7
SteelPeak Wealth
California
$10.2M -$300K -5,824 -3%
Stifel Financial
8
Stifel Financial
Missouri
$9.87M -$2.23M -43,259 -18%
MPCL
9
My Personal CFO LLC
Washington
$7.71M +$7.72M +149,999 New
4WM
10
4J Wealth Management
Virginia
$7.67M -$2.55M -49,626 -25%
FFS
11
Flavin Financial Services
Florida
$6.64M +$533K +10,368 +9%
VCP
12
Verus Capital Partners
Arizona
$5.01M +$5.01M +97,493 New
AWM
13
Aviso Wealth Management
Washington
$4.93M +$623K +12,120 +14%
TPBG
14
Turning Point Benefit Group
Maryland
$4.57M +$1.33M +25,863 +41%
RMS
15
Retirement Management Systems
Maryland
$4.48M +$4.49M +87,217 New
CRW
16
Clarity Retirement & Wealth
Massachusetts
$3.64M +$3.64M +70,821 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.94M +$1.38M +26,743 +88%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.72M +$819K +15,924 +43%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.53M +$35.5K +690 +1%
CCMG
20
Clark Capital Management Group
Pennsylvania
$2.48M +$279K +5,432 +13%
TWD
21
True Wealth Design
Ohio
$2.09M -$38.1K -741 -2%
KAS
22
Kestra Advisory Services
Texas
$2.08M +$326K +6,333 +19%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.01M
Citadel Advisors
24
Citadel Advisors
Florida
$1.99M +$1.99M +38,751 New
RMF
25
Red Mountain Financial
Colorado
$1.77M +$541K +10,526 +44%