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T. Rowe Price Small-Mid Cap ETF
TMSL

45 hedge funds and large institutions have $96.3M invested in T. Rowe Price Small-Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 1

379% more capital invested

Capital invested by funds: $20.1M → $96.3M (+$76.2M)

105% more funds holding

Funds holding: 22 → 45 (+23)

28.29% more ownership

Funds ownership: 16.66% → 44.95% (+28%)

Holders
45
Holders Change
+23
Holders Change %
+104.55%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
16
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WG
Watchman Group
Texas
+$20.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.48M
3
MML Investors Services
MML Investors Services
Massachusetts
+$8.16M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.07M
5
SFA
Souders Financial Advisors
Ohio
+$4.76M

Top Sellers

1
TWC
TD Waterhouse Canada
Ontario, Canada
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$389K – – –
MMA
27
Miracle Mile Advisors
California
$366K +$352K +11,279 New
MCA
28
MSH Capital Advisors
Arizona
$347K +$333K +10,696 New
Citadel Advisors
29
Citadel Advisors
Florida
$344K +$330K +10,584 New
UBS Group
30
UBS Group
Switzerland
$287K +$273K +8,746 +10,170%
AWM
31
Axxcess Wealth Management
California
$252K +$242K +7,759 New
PAG
32
Private Advisor Group
New Jersey
$248K +$238K +7,650 New
FHC
33
First Heartland Consultants
Missouri
$201K +$193K +6,190 New
BCM
34
Blume Capital Management
California
$64.9K +$62.4K +2,000 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$61.2K +$58.8K +1,885 New
AA
36
Ancora Advisors
Ohio
$47.6K +$45.7K +1,467 New
PTC
37
Private Trust Company
Ohio
$45.8K +$44K +1,411 New
AFS
38
Annapolis Financial Services
Maryland
$38.5K – – –
NA
39
NewEdge Advisors
Louisiana
$32.5K +$31.2K +1,000 New
WIM
40
Westside Investment Management
California
$20.3K +$7.79K +250 +67%
GWSG
41
GPS Wealth Strategies Group
Colorado
$17.9K +$17.1K +550 New
TCG
42
Transcendent Capital Group
Oklahoma
$16.2K +$15.6K +500 New
NFA
43
Northwest Financial Advisors
Virginia
$14.2K +$13.6K +436 New
HI
44
Harbour Investments
Wisconsin
$9.45K +$9.07K +291 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$4.87K +$4.68K +150 New
TWC
46
TD Waterhouse Canada
Ontario, Canada
– -$2.35M -78,082 Closed
1
2

TMSL Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q3 2024, worth a combined $96.3M — up 379% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TMSL positions and 1 closed out — a net gain of 25 holders — while 16 added to existing stakes and 0 trimmed.

The largest buyer was Watchman Group, adding an estimated $20.6M. The largest seller was TD Waterhouse Canada, exiting entirely with an estimated $2.35M sold.

  • 45 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $96.3M of T. Rowe Price Small-Mid Cap ETF stock for Q3 2024, up 379% quarter-over-quarter.
  • 26 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q3 2024 and 1 closed out, a net change of +25 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q3 2024 was Watchman Group, an estimated $20.6M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q3 2024 was TD Waterhouse Canada, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.