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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
AO
51
Advisor OS
Illinois
$886K +$55.9K +1,820 +7%
KWM
52
Kingsview Wealth Management
Oregon
$810K +$139K +4,519 +22%
HAS
53
HBW Advisory Services
California
$790K +$30.3K +986 +4%
HWMO
54
Heritage Wealth Management (Ohio)
Ohio
$785K +$279K +9,074 +61%
DWM
55
DKM Wealth Management
California
$738K +$691K +22,511 New
NWMG
56
National Wealth Management Group
Ohio
$708K +$126K +4,106 +24%
IA
57
IFG Advisory
Georgia
$663K +$139K +4,515 +29%
WIA
58
World Investment Advisors
California
$601K -$76.8K -2,501 -12%
FSA
59
Financial Security Advisor
Virginia
$591K +$167K +5,452 +43%
AF
60
Advisornet Financial
Minnesota
$583K +$81.4K +2,650 +18%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$558K +$522K +17,003 New
AWM
62
AE Wealth Management
Kansas
$499K +$17.9K +582 +4%
SFG
63
Seamount Financial Group
Colorado
$490K +$7.28K +237 +2%
FHC
64
First Heartland Consultants
Missouri
$455K +$206K +6,712 +94%
MMA
65
Miracle Mile Advisors
California
$421K
SWA
66
Stratos Wealth Advisors
Ohio
$407K -$213K -6,926 -36%
P
67
&Partners
Tennessee
$397K +$372K +12,098 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$366K -$2.73K -89 -0.8%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$355K -$358K -11,659 -52%
GM
70
GeoWealth Management
Illinois
$341K +$491 +16 +0.2%
Mariner
71
Mariner
Kansas
$339K -$24.4K -793 -7%
IWM
72
IHT Wealth Management
Illinois
$334K +$313K +10,192 New
TFS
73
Thoroughbred Financial Services
Tennessee
$290K -$94.4K -3,075 -26%
CW
74
CreativeOne Wealth
Kansas
$282K +$5.13K +167 +2%
NA
75
Nautilus Advisors
California
$274K +$45.3K +1,475 +21%

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.