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T. Rowe Price Small-Mid Cap ETF

130 hedge funds and large institutions have $949M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

130% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 27

36% more capital invested

Capital invested by funds: $697M → $949M (+$251M)

20% more funds holding

Funds holding: 108130 (+22)

6.62% more ownership

Funds ownership: 74.53%81.14% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
130
Holders Change
+22
Holders Change %
+20.37%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
62
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EL
101
EWA LLC
Pennsylvania
$218K +$1.21K +34 +0.6%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$217K +$172K +4,862 +402%
WCFA
103
Walkner Condon Financial Advisors
Wisconsin
$214K +$211K +5,955 New
AWM
104
Axxcess Wealth Management
California
$203K +$201K +5,668 New
BCM
105
Blume Capital Management
California
$180K
IA
106
IFP Advisors
Florida
$152K
WIM
107
Westside Investment Management
California
$126K +$46.1K +1,300 +59%
Comerica Bank
108
Comerica Bank
Texas
$110K
RCM
109
Raleigh Capital Management
North Carolina
$97.2K +$2.8K +79 +3%
LAS
110
Lloyd Advisory Services
Georgia
$87.5K +$86.5K +2,438 New
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$62K +$61.2K +1,726 New
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$36.1K +$35.7K +1,006 New
BlackRock
113
BlackRock
New York
$35.9K +$35.5K +1,000 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$28.8K +$28.4K +802 New
Morgan Stanley
115
Morgan Stanley
New York
$28.1K
AAP
116
Arax Advisory Partners
Colorado
$27K +$26.7K +753 New
RFP
117
Root Financial Partners
California
$25K
SEP
118
Signature Equity Partners
Ohio
$24.6K +$24.3K +685 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$24K -$577K -16,255 -96%
FGAM
120
Financial Gravity Asset Management
Texas
$23.4K
GWSG
121
GPS Wealth Strategies Group
Colorado
$19.7K
JP Morgan Chase
122
JP Morgan Chase
New York
$19.1K +$18.9K +532 New
Q1WB
123
Quest 10 Wealth Builders
Virginia
$15.8K -$461 -13 -3%
FFA
124
Founders Financial Alliance
North Carolina
$12.6K
HI
125
Harbour Investments
Wisconsin
$10.4K

TMSL Hedge Fund Activity: Q4 2025 in Review

130 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q4 2025, worth a combined $949M — up 36% from $697M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TMSL positions and 6 closed out — a net gain of 22 holders — while 62 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $70.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $5.52M.

  • 130 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q4 2025, up from 108 in Q3 2025.
  • Funds reported $949M of T. Rowe Price Small-Mid Cap ETF stock for Q4 2025, up 36% quarter-over-quarter.
  • 28 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q4 2025 and 6 closed out, a net change of +22 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q4 2025 was LPL Financial, an estimated $70.4M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q4 2025 was Northwestern Mutual Wealth Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2025.