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T. Rowe Price Small-Mid Cap ETF

108 hedge funds and large institutions have $697M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
GM
76
GeoWealth Management
Illinois
$346K
IWC
77
Integrated Wealth Concepts
Massachusetts
$330K
TFS
78
Thoroughbred Financial Services
Tennessee
$327K
SWA
79
Stratos Wealth Advisors
Ohio
$320K
CAL
80
Capital Analysts LLC
Pennsylvania
$306K
CW
81
CreativeOne Wealth
Kansas
$289K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$274K
MGIA
83
Moneta Group Investment Advisors
Missouri
$263K
LCWP
84
Legacy Capital Wealth Partners
Arkansas
$229K
DJFS
85
Dean Jacobson Financial Services
Texas
$224K
TA
86
TPG Advisors
Illinois
$221K
EL
87
EWA LLC
Pennsylvania
$213K
AQR Capital Management
88
AQR Capital Management
Connecticut
$202K
BFS
89
Bradley Foster & Sargent
Connecticut
$200K
BCM
90
Blume Capital Management
California
$176K
TWC
91
TD Waterhouse Canada
Ontario, Canada
$168K
Bank of America
92
Bank of America
North Carolina
$167K
ASN
93
Advisory Services Network
Georgia
$165K
IA
94
IFP Advisors
Florida
$149K
Comerica Bank
95
Comerica Bank
Texas
$108K
RCM
96
Raleigh Capital Management
North Carolina
$92.5K
WIM
97
Westside Investment Management
California
$77.9K
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$42.4K
SWP
99
Strategic Wealth Partners
Ohio
$41.3K
NA
100
NewEdge Advisors
Louisiana
$35.3K