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T. Rowe Price Small-Mid Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 4

650% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 4

135% more capital invested

Capital invested by funds: $96.3M → $226M (+$130M)

91% more funds holding

Funds holding: 4586 (+41)

14.92% more ownership

Funds ownership: 44.95%59.86% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+41
Holders Change %
+91.11%
% of All Funds
1.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$1.9M +57,120 New
SPC
27
Sigma Planning Corp
Michigan
$1.83M +$1.89M +56,868 New
GSIAS
28
Garden State Investment Advisory Services
New Jersey
$1.72M +$172K +5,175 +11%
PAG
29
Private Advisor Group
New Jersey
$1.65M +$1.45M +43,411 +567%
AI
30
Atria Investments
North Carolina
$1.56M +$1.62M +48,521 New
EH
31
Equitable Holdings
New York
$1.56M +$1.61M +48,501 New
SN
32
Sittner & Nelson
Oregon
$1.55M +$394K +11,847 +33%
Citadel Advisors
33
Citadel Advisors
Florida
$1.47M +$1.16M +34,877 +330%
Goldman Sachs
34
Goldman Sachs
New York
$1.31M +$1.36M +40,734 New
GRP
35
Global Retirement Partners
California
$1.28M +$95.7K +2,875 +8%
BEI
36
Benjamin Edwards Inc
Missouri
$1.26M +$1.31M +39,215 New
HighTower Advisors
37
HighTower Advisors
Illinois
$1.26M +$1.3M +38,951 New
PA
38
PFG Advisors
Arizona
$1.19M +$370K +11,101 +43%
SWM
39
SFG Wealth Management
Maryland
$1.16M +$1.19M +35,863 New
LCGC
40
Legacy Capital Group California
California
$1.13M +$1.17M +35,144 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.1M +$296K +8,894 +35%
EFS
42
Essex Financial Services
Connecticut
$1.05M +$177K +5,321 +20%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$1.03M +$103K +3,102 +11%
Brown Advisory
44
Brown Advisory
Maryland
$954K +$985K +29,600 New
HAS
45
HBW Advisory Services
California
$788K +$71.7K +2,153 +10%
AO
46
Advisor OS
Illinois
$777K +$803K +24,111 New
DC
47
Dahring Cusmano
Michigan
$777K +$803K +24,104 New
WIA
48
World Investment Advisors
California
$607K +$33.9K +1,018 +6%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$587K +$606K +18,211 New
KWM
50
Kingsview Wealth Management
Oregon
$579K +$598K +17,960 New

TMSL Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q4 2024, worth a combined $226M — up 135% from $96.3M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TMSL positions and 4 closed out — a net gain of 44 holders — while 30 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.3M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $5.02M sold.

  • 86 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $226M of T. Rowe Price Small-Mid Cap ETF stock for Q4 2024, up 135% quarter-over-quarter.
  • 48 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q4 2024 and 4 closed out, a net change of +44 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $11.3M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2024.