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T. Rowe Price Small-Mid Cap ETF
TMSL

99 hedge funds and large institutions have $452M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

100% more capital invested

Capital invested by funds: $226M → $452M (+$227M)

15% more funds holding

Funds holding: 86 → 99 (+13)

9.34% more ownership

Funds ownership: 59.86% → 69.2% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
47
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$135M
2
LPL Financial
LPL Financial
California
+$22.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$13M
5
SFA
Souders Financial Advisors
Ohio
+$9.45M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$5.42M
2
SPC
Sigma Planning Corp
Michigan
-$1.83M
3
RSWM
Robertson Stephens Wealth Management
California
-$1.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$683K
5
Goldman Sachs
Goldman Sachs
New York
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$4.36M +$1.15M +35,509 +33%
Stifel Financial
27
Stifel Financial
Missouri
$3.95M -$5.42M -166,883 -56%
DC
28
Davenport & Co
Virginia
$3.94M +$374K +11,529 +10%
SC
29
Stephens Consulting
Michigan
$3.49M +$300K +9,249 +9%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$2.38M +$1.94M +59,724 +328%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.27M +$553K +17,028 +30%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$2.14M +$1.25M +38,344 +120%
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$1.8M +$181K +5,568 +10%
SN
34
Sittner & Nelson
Oregon
$1.69M +$246K +7,567 +16%
SPIA
35
Steward Partners Investment Advisory
New York
$1.64M +$1.75M +53,867 New
EFS
36
Essex Financial Services
Connecticut
$1.55M +$593K +18,255 +56%
AI
37
Atria Investments
North Carolina
$1.54M +$60.1K +1,851 +4%
PA
38
PFG Advisors
Arizona
$1.53M +$431K +13,262 +36%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.51M +$343K +10,554 +27%
SWM
40
SFG Wealth Management
Maryland
$1.51M +$442K +13,599 +38%
PSCM
41
Per Stirling Capital Management
Texas
$1.5M +$1.6M +49,239 New
CF
42
Centaurus Financial
California
$1.5M +$1.59M +49,034 New
EH
43
Equitable Holdings
New York
$1.42M -$62.5K -1,926 -4%
RSWM
44
Robertson Stephens Wealth Management
California
$1.21M -$1.31M -40,354 -50%
DC
45
Dahring Cusmano
Michigan
$1.13M +$426K +13,129 +54%
BEI
46
Benjamin Edwards Inc
Missouri
$1.11M -$91.3K -2,813 -7%
LCGC
47
Legacy Capital Group California
California
$1.1M +$29.2K +898 +3%
Brown Advisory
48
Brown Advisory
Maryland
$1M +$104K +3,216 +11%
OFO
49
OneAscent Family Office
Alabama
$849K +$902K +27,783 New
AO
50
Advisor OS
Illinois
$768K +$34.8K +1,071 +4%
1
2
3 4 5

TMSL Hedge Fund Activity: Q1 2025 in Review

99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q1 2025, worth a combined $452M — up 100% from $226M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TMSL positions and 9 closed out — a net gain of 14 holders — while 47 added to existing stakes and 20 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $135M. The largest seller was Stifel Financial, cutting an estimated $5.42M.

  • 99 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $452M of T. Rowe Price Small-Mid Cap ETF stock for Q1 2025, up 100% quarter-over-quarter.
  • 23 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q1 2025 and 9 closed out, a net change of +14 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $135M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q1 2025 was Stifel Financial, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2025.