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T. Rowe Price Small-Mid Cap ETF

151 hedge funds and large institutions have $1.23B invested in T. Rowe Price Small-Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

295% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $949M → $1.23B (+$278M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 130151 (+21)

1.35% less ownership

Funds ownership: 81.14%79.79% (-1.4%)

Holders
151
Holders Change
+21
Holders Change %
+16.15%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
30
Increased
83
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$8.64M -$9.24M -244,083 -51%
NEWAS
27
N.E.W. Advisory Services
Wisconsin
$8.08M +$8.31M +219,389 +21,808%
DC
28
Davenport & Co
Virginia
$7.76M +$801K +21,156 +11%
DADC
29
D.A. Davidson & Co
Montana
$6.67M -$4.08M -107,834 -37%
ETC
30
Exchange Traded Concepts
Oklahoma
$6.66M +$6.87M +181,518 New
OIA
31
OneDigital Investment Advisors
Kansas
$6.37M +$630K +16,642 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.58M +$823K +21,732 +17%
SWP
33
Stratos Wealth Partners
Ohio
$5.42M +$129K +3,409 +2%
AW
34
Atlas Wealth
Ohio
$4.8M +$1.01M +26,773 +26%
FHA
35
Flagship Harbor Advisors
Massachusetts
$4.77M +$86.3K +2,280 +2%
CF
36
Centaurus Financial
California
$4.7M -$27.8K -735 -0.6%
AI
37
Atria Investments
North Carolina
$4.52M +$3.11M +82,238 +201%
PP
38
Pearl Planning
Michigan
$4.4M +$201K +5,303 +5%
SN
39
Sittner & Nelson
Oregon
$4.36M +$1.56M +41,210 +53%
EFS
40
Essex Financial Services
Connecticut
$4.33M +$476K +12,581 +12%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$3.92M +$2M +52,698 +97%
FFA
42
Farther Finance Advisors
California
$3.77M +$56.3K +1,488 +1%
VA
43
Valmark Advisers
Ohio
$3.76M +$3.88M +102,453 New
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$3.62M +$173K +4,572 +5%
LCGC
45
Legacy Capital Group California
California
$3.22M +$2M +52,832 +151%
SPIA
46
Steward Partners Investment Advisory
New York
$2.9M +$321K +8,488 +12%
NA
47
NewEdge Advisors
Louisiana
$2.89M +$129K +3,417 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.8M +$488K +12,884 +20%
RPSA
49
Richard P. Slaughter Associates
Texas
$2.3M +$2.37M +62,661 New
PA
50
PFG Advisors
Arizona
$2.05M +$73K +1,929 +4%