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T. Rowe Price Small-Mid Cap ETF
TMSL

99 hedge funds and large institutions have $452M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

100% more capital invested

Capital invested by funds: $226M → $452M (+$227M)

15% more funds holding

Funds holding: 86 → 99 (+13)

9.34% more ownership

Funds ownership: 59.86% → 69.2% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
47
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$135M
2
LPL Financial
LPL Financial
California
+$22.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$21.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$13M
5
SFA
Souders Financial Advisors
Ohio
+$9.45M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$5.42M
2
SPC
Sigma Planning Corp
Michigan
-$1.83M
3
RSWM
Robertson Stephens Wealth Management
California
-$1.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$683K
5
Goldman Sachs
Goldman Sachs
New York
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$243K +$259K +7,962 New
DADC
77
D.A. Davidson & Co
Montana
$220K +$234K +7,207 New
FHC
78
First Heartland Consultants
Missouri
$218K +$233K +7,163 New
NA
79
Nautilus Advisors
California
$209K +$223K +6,865 New
TWC
80
TD Waterhouse Canada
Ontario, Canada
$146K – – –
BCM
81
Blume Capital Management
California
$137K +$32.5K +1,000 +29%
IA
82
IFP Advisors
Florida
$129K +$137K +4,228 New
RCM
83
Raleigh Capital Management
North Carolina
$93.9K -$1.17K -36 -1%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$73K -$382K -11,750 -83%
CAL
85
Capital Analysts LLC
Pennsylvania
$51K -$3.9K -120 -7%
JWA
86
JFS Wealth Advisors
Pennsylvania
$50.8K – – –
WIM
87
Westside Investment Management
California
$45K – – –
PTC
88
Private Trust Company
Ohio
$43K -$25.3K -780 -36%
GWM
89
Geneos Wealth Management
Colorado
$32.3K +$34.4K +1,060 New
NA
90
NewEdge Advisors
Louisiana
$30.6K – – –
AAP
91
Arax Advisory Partners
Colorado
$21.7K +$23.2K +713 New
GWSG
92
GPS Wealth Strategies Group
Colorado
$16.8K – – –
Q1WB
93
Quest 10 Wealth Builders
Virginia
$13.6K – – –
BFS
94
Burkett Financial Services
South Carolina
$12.4K +$13.2K +408 New
FFA
95
Founders Financial Alliance
North Carolina
$10.7K +$11.4K +350 New
PMFA
96
Plante Moran Financial Advisors
Michigan
$10.4K +$11.1K +341 New
HI
97
Harbour Investments
Wisconsin
$8.87K – – –
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$4.56K – – –
EB
99
Eastern Bank
Massachusetts
$823 +$877 +27 New
SPC
100
Sigma Planning Corp
Michigan
– -$1.83M -56,868 Closed
1 2 3
4
5

TMSL Hedge Fund Activity: Q1 2025 in Review

99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q1 2025, worth a combined $452M — up 100% from $226M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TMSL positions and 9 closed out — a net gain of 14 holders — while 47 added to existing stakes and 20 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $135M. The largest seller was Stifel Financial, cutting an estimated $5.42M.

  • 99 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $452M of T. Rowe Price Small-Mid Cap ETF stock for Q1 2025, up 100% quarter-over-quarter.
  • 23 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q1 2025 and 9 closed out, a net change of +14 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $135M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q1 2025 was Stifel Financial, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2025.