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T. Rowe Price Floating Rate ETF

101 hedge funds and large institutions have $309M invested in T. Rowe Price Floating Rate ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

44% more capital invested

Capital invested by funds: $215M → $309M (+$94.6M)

22% more funds holding

Funds holding: 83101 (+18)

9.97% more ownership

Funds ownership: 47.11%57.08% (+10%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.24%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
27
Increased
42
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$65.2M +$66M +1,294,767 New
Raymond James Financial
2
Raymond James Financial
Florida
$28M +$10.5M +206,291 +59%
IWS
3
Insight Wealth Strategies
California
$13.9M -$10.6M -207,748 -43%
CWM
4
Castle Wealth Management
Florida
$13.4M +$599K +11,748 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.3M +$1.28M +25,100 +11%
Goldman Sachs
6
Goldman Sachs
New York
$12.1M +$12.2M +240,163 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.9M +$9.58M +188,074 +661%
Bank of America
8
Bank of America
North Carolina
$9.83M -$4.29M -84,141 -30%
SW
9
SteelPeak Wealth
California
$9.7M -$280K -5,497 -3%
MPCL
10
My Personal CFO LLC
Washington
$8.62M +$1.08M +21,152 +14%
Stifel Financial
11
Stifel Financial
Missouri
$8.15M -$1.54M -30,194 -16%
SFC
12
Strategic Financial Concepts
Texas
$7.27M +$7.31M +143,547 New
4WM
13
4J Wealth Management
Virginia
$7.12M -$400K -7,855 -5%
FFS
14
Flavin Financial Services
Florida
$6.82M +$318K +6,251 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.76M -$8.87M -174,063 -60%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.2M +$2.34M +45,995 +80%
AWM
17
Aviso Wealth Management
Washington
$4.84M +$11.5K +225 +0.2%
VC
18
Vicus Capital
Pennsylvania
$4.63M +$4.68M +91,933 New
RMS
19
Retirement Management Systems
Maryland
$4.56M +$166K +3,264 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.98M +$1.52M +29,783 +61%
KAS
21
Kestra Advisory Services
Texas
$3.9M +$1.89M +37,002 +91%
CRW
22
Clarity Retirement & Wealth
Massachusetts
$3.78M +$214K +4,191 +6%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.57M +$921K +18,081 +34%
AIM
24
Advyzon Investment Management
Illinois
$3.2M +$3.23M +63,455 New
RSA
25
River Street Advisors
Illinois
$2.66M +$1.14M +22,409 +74%