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T. Rowe Price Small-Mid Cap ETF
TMSL

Overview Fund Activity

86 hedge funds and large institutions have $226M invested in T. Rowe Price Small-Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+41
Holders Change %
+91.11%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
48
Increased
30
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.1M
2
LPL Financial
2
LPL Financial
California
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$10.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$9.56M

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$4.35M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
SFG
4
Seamount Financial Group
Colorado
$382K
5
AA
5
Ancora Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.84M 57,120 +57,120 New
SPC
27
Sigma Planning Corp
Michigan
$1.83M 56,868 +56,868 New
GSIAS
28
Garden State Investment Advisory Services
New Jersey
$1.72M 53,361 +5,175 +11%
PAG
29
Private Advisor Group
New Jersey
$1.65M 51,061 +43,411 +567%
AI
30
Atria Investments
North Carolina
$1.56M 48,521 +48,521 New
EH
31
Equitable Holdings
New York
$1.56M 48,501 +48,501 New
SN
32
Sittner & Nelson
Oregon
$1.55M 47,962 +11,847 +33%
Citadel Advisors
33
Citadel Advisors
Florida
$1.47M 45,461 +34,877 +330%
Goldman Sachs
34
Goldman Sachs
New York
$1.31M 40,734 +40,734 New
GRP
35
Global Retirement Partners
California
$1.28M 39,677 +2,875 +8%
BEI
36
Benjamin Edwards Inc
Missouri
$1.26M 39,215 +39,215 New
HighTower Advisors
37
HighTower Advisors
Illinois
$1.26M 38,951 +38,951 New
PA
38
PFG Advisors
Arizona
$1.19M 36,845 +11,101 +43%
SWM
39
SFG Wealth Management
Maryland
$1.16M 35,863 +35,863 New
LCGC
40
Legacy Capital Group California
California
$1.13M 35,144 +35,144 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.1M 33,975 +8,894 +35%
EFS
42
Essex Financial Services
Connecticut
$1.05M 32,535 +5,321 +20%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$1.03M 31,932 +3,102 +11%
Brown Advisory
44
Brown Advisory
Maryland
$954K 29,600 +29,600 New
HAS
45
HBW Advisory Services
California
$788K 24,453 +2,153 +10%
AO
46
Advisor OS
Illinois
$777K 24,111 +24,111 New
DC
47
Dahring Cusmano
Michigan
$777K 24,104 +24,104 New
WIA
48
World Investment Advisors
California
$607K 18,829 +1,018 +6%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$587K 18,211 +18,211 New
KWM
50
Kingsview Wealth Management
Oregon
$579K 17,960 +17,960 New
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