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T. Rowe Price Small-Mid Cap ETF

96 hedge funds and large institutions have $587M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

30% more capital invested

Capital invested by funds: $452M → $587M (+$134M)

1.44% more ownership

Funds ownership: 69.2%70.63% (+1.4%)

3% less funds holding

Funds holding: 9996 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
12
Increased
49
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$4.28M +$37.9K +1,234 +1%
CF
27
Centaurus Financial
California
$4.22M +$2.45M +79,764 +163%
FFA
28
Farther Finance Advisors
California
$3.8M -$1.82M -59,239 -34%
SC
29
Stephens Consulting
Michigan
$3.6M -$147K -4,802 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.49M +$982K +31,977 +43%
GRP
31
Global Retirement Partners
California
$3.04M +$2.85M +92,806 New
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$3M +$2.81M +91,540 New
EFS
33
Essex Financial Services
Connecticut
$2.6M +$875K +28,493 +56%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$2.21M -$92.7K -3,017 -4%
GSIAS
35
Garden State Investment Advisory Services
New Jersey
$2.15M +$201K +6,541 +11%
SN
36
Sittner & Nelson
Oregon
$2.06M +$220K +7,160 +13%
GLA
37
Good Life Advisors
Pennsylvania
$2.01M +$1.57M +51,177 +507%
SPIA
38
Steward Partners Investment Advisory
New York
$1.82M +$48.8K +1,589 +3%
AW
39
Atlas Wealth
Ohio
$1.67M +$1.55M +50,574 New
PA
40
PFG Advisors
Arizona
$1.6M -$45.3K -1,475 -3%
AI
41
Atria Investments
North Carolina
$1.59M -$62.6K -2,038 -4%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.54M -$77.7K -2,531 -5%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.46M -$8.27M -269,310 -86%
DC
44
Dahring Cusmano
Michigan
$1.37M +$139K +4,527 +12%
LCGC
45
Legacy Capital Group California
California
$1.21M +$22.5K +732 +2%
RSWM
46
Robertson Stephens Wealth Management
California
$1.1M -$195K -6,338 -16%
Brown Advisory
47
Brown Advisory
Maryland
$1.08M
EH
48
Equitable Holdings
New York
$1.07M -$427K -13,899 -30%
BEI
49
Benjamin Edwards Inc
Missouri
$1.06M -$126K -4,091 -11%
OFO
50
OneAscent Family Office
Alabama
$911K

TMSL Hedge Fund Activity: Q2 2025 in Review

96 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q2 2025, worth a combined $587M — up 30% from $452M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TMSL and 12 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 49 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $34.4M. The largest seller was MML Investors Services, cutting an estimated $8.27M.

  • 96 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q2 2025, down from 99 in Q1 2025.
  • Funds reported $587M of T. Rowe Price Small-Mid Cap ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 12 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q2 2025 and 15 closed out, a net change of -3 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q2 2025 was T. Rowe Price Associates, an estimated $34.4M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q2 2025 was MML Investors Services, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2025.