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T. Rowe Price Small-Mid Cap ETF

96 hedge funds and large institutions have $579M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AO
51
Advisor OS
Illinois
$886K
KWM
52
Kingsview Wealth Management
Oregon
$810K
HAS
53
HBW Advisory Services
California
$790K
HWMO
54
Heritage Wealth Management (Ohio)
Ohio
$785K
DWM
55
DKM Wealth Management
California
$738K
NWMG
56
National Wealth Management Group
Ohio
$708K
IA
57
IFG Advisory
Georgia
$663K
WIA
58
World Investment Advisors
California
$601K
FSA
59
Financial Security Advisor
Virginia
$591K
AF
60
Advisornet Financial
Minnesota
$583K
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$558K
AWM
62
AE Wealth Management
Kansas
$499K
SFG
63
Seamount Financial Group
Colorado
$490K
FHC
64
First Heartland Consultants
Missouri
$455K
MMA
65
Miracle Mile Advisors
California
$421K
SWA
66
Stratos Wealth Advisors
Ohio
$407K
P
67
&Partners
Tennessee
$397K
CIAS
68
Capital Investment Advisory Services
North Carolina
$366K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$355K
GM
70
GeoWealth Management
Illinois
$341K
Mariner
71
Mariner
Kansas
$339K
IWM
72
IHT Wealth Management
Illinois
$334K
TFS
73
Thoroughbred Financial Services
Tennessee
$290K
CW
74
CreativeOne Wealth
Kansas
$282K
NA
75
Nautilus Advisors
California
$274K