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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
DWM
51
DKM Wealth Management
California
$518K +$535K +16,075 New
Corient Private Wealth
52
Corient Private Wealth
Florida
$490K +$506K +15,200 New
AWM
53
AE Wealth Management
Kansas
$487K +$503K +15,101 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$456K -$8.32K -250 -2%
AF
55
Advisornet Financial
Minnesota
$392K +$6.69K +201 +2%
TFS
56
Thoroughbred Financial Services
Tennessee
$384K +$397K +11,935 New
SFG
57
Seamount Financial Group
Colorado
$382K -$51.9K -1,559 -12%
MMA
58
Miracle Mile Advisors
California
$364K
MCA
59
MSH Capital Advisors
Arizona
$349K +$4.03K +121 +1%
GM
60
GeoWealth Management
Illinois
$340K +$351K +10,541 New
Mariner
61
Mariner
Kansas
$332K +$343K +10,294 New
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$325K +$335K +10,067 New
HWMO
63
Heritage Wealth Management (Ohio)
Ohio
$305K +$314K +9,444 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$293K +$239K +7,193 +382%
LCWP
65
Legacy Capital Wealth Partners
Arkansas
$286K +$295K +8,860 New
IA
66
IFG Advisory
Georgia
$265K +$274K +8,218 New
WEG
67
World Equity Group
Illinois
$243K +$251K +7,528 New
CW
68
CreativeOne Wealth
Kansas
$240K +$247K +7,430 New
P
69
&Partners
Tennessee
$211K +$215K +6,468 New
AWM
70
Axxcess Wealth Management
California
$203K -$48.3K -1,450 -19%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$155K +$160K +4,799 New
BCM
72
Blume Capital Management
California
$113K +$49.9K +1,500 +75%
RCM
73
Raleigh Capital Management
North Carolina
$101K +$104K +3,117 New
PTC
74
Private Trust Company
Ohio
$70.6K +$26K +780 +55%
CAL
75
Capital Analysts LLC
Pennsylvania
$58K +$59.6K +1,789 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.