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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
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$884K +$269K +7,100 +42%
AF
77
Advisornet Financial
Minnesota
$849K +$4.01K +106 +0.5%
CW
78
CreativeOne Wealth
Kansas
$837K +$566K +14,960 +190%
AO
79
Advisor OS
Illinois
$784K +$809K +21,378 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$748K +$31.2K +825 +4%
RSWM
81
Robertson Stephens Wealth Management
California
$731K -$342K -9,031 -31%
LFAS
82
Level Four Advisory Services
Texas
$692K +$715K +18,878 New
FFS
83
Founders Financial Securities
Maryland
$691K +$675K +17,823 New
FHC
84
First Heartland Consultants
Missouri
$665K +$217K +5,739 +46%
WIA
85
World Investment Advisors
California
$631K -$156K -4,123 -19%
FSA
86
Financial Security Advisor
Virginia
$608K +$1.06K +28 +0.2%
UAG
87
United Advisor Group
Ohio
$582K +$183K +4,837 +44%
PS
88
Principal Securities
Iowa
$556K +$574K +15,165 New
SFG
89
Seamount Financial Group
Colorado
$555K -$568 -15 -0.1%
CIAS
90
Capital Investment Advisory Services
North Carolina
$537K +$58.3K +1,539 +12%
LCWP
91
Legacy Capital Wealth Partners
Arkansas
$530K +$313K +8,272 +134%
MMA
92
Miracle Mile Advisors
California
$502K +$32.7K +865 +7%
NWMG
93
National Wealth Management Group
Ohio
$497K -$16.8K -445 -3%
GIA
94
Gladstone Institutional Advisory
Florida
$491K +$507K +13,403 New
SFG
95
SageGuard Financial Group
Tennessee
$491K +$507K +13,379 New
WWM
96
Western Wealth Management
Colorado
$489K +$113K +2,973 +29%
BFS
97
Bradley Foster & Sargent
Connecticut
$465K +$191K +5,032 +66%
Mariner
98
Mariner
Kansas
$461K +$37.5K +990 +9%
FAM
99
Frontier Asset Management
Wyoming
$416K -$16.1K -426 -4%
MCA
100
MSH Capital Advisors
Arizona
$392K -$59K -1,558 -13%