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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
HWMO
51
Heritage Wealth Management (Ohio)
Ohio
$1.95M +$155K +4,087 +8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.94M +$821K +21,686 +70%
P
53
&Partners
Tennessee
$1.75M +$620K +16,370 +52%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.73M +$1.76M +46,550 +6,979%
AWM
55
AE Wealth Management
Kansas
$1.71M +$1.2M +31,602 +212%
GSWM
56
Golden State Wealth Management
California
$1.65M +$366K +9,667 +27%
DC
57
Dahring Cusmano
Michigan
$1.57M -$32.7K -865 -2%
EH
58
Equitable Holdings
New York
$1.56M +$301K +7,957 +23%
Goldman Sachs
59
Goldman Sachs
New York
$1.33M +$1.37M +36,195 New
DWM
60
DKM Wealth Management
California
$1.27M +$262K +6,922 +25%
KWM
61
Kingsview Wealth Management
Oregon
$1.23M -$41.4K -1,093 -3%
Brown Advisory
62
Brown Advisory
Maryland
$1.22M
TP
63
Thayer Partners
Pennsylvania
$1.2M +$236K +6,223 +24%
GM
64
GeoWealth Management
Illinois
$1.19M +$726K +19,180 +144%
SW
65
StrongBox Wealth
Missouri
$1.15M +$849K +22,434 +251%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.12M +$354K +9,341 +44%
CAL
67
Capital Analysts LLC
Pennsylvania
$1.11M +$512K +13,511 +81%
AWM
68
Axxcess Wealth Management
California
$1.08M +$904K +23,883 +421%
OWM
69
Omnitrust Wealth Management
Florida
$1.08M +$756K +19,968 +209%
BEI
70
Benjamin Edwards Inc
Missouri
$1.07M +$189K +5,005 +21%
IWM
71
IHT Wealth Management
Illinois
$1.05M +$700K +18,479 +181%
OFO
72
OneAscent Family Office
Alabama
$1.02M
BFA
73
Beacon Financial Advisory
Ohio
$997K +$1.03M +27,198 New
Stifel Financial
74
Stifel Financial
Missouri
$945K -$277K -7,313 -22%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$942K +$640K +16,903 +192%