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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
SWM
101
SilverOak Wealth Management
Minnesota
$377K +$389K +10,271 New
KA
102
Kovack Advisors
Florida
$343K +$351K +9,270 New
TFS
103
Thoroughbred Financial Services
Tennessee
$341K
NA
104
Nautilus Advisors
California
$335K -$36.4K -961 -10%
TA
105
TPG Advisors
Illinois
$331K +$66.5K +1,756 +24%
RCM
106
Raleigh Capital Management
North Carolina
$306K +$213K +5,639 +208%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$295K +$305K +8,053 New
KAS
108
Kestra Advisory Services
Texas
$291K +$61.9K +1,636 +26%
SWA
109
Stratos Wealth Advisors
Ohio
$290K +$19.8K +524 +7%
AFP
110
Ausdal Financial Partners
Iowa
$285K +$294K +7,777 New
RMF
111
Red Mountain Financial
Colorado
$284K +$293K +7,738 New
LKBC
112
L.K. Benson & Company
Maryland
$273K
BPFA
113
Barnes Pettey Financial Advisors
Mississippi
$270K +$278K +7,355 New
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$268K +$47.9K +1,265 +21%
MGIA
115
Moneta Group Investment Advisors
Missouri
$259K -$32K -845 -11%
AQR Capital Management
116
AQR Capital Management
Connecticut
$259K
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$256K +$38.4K +1,015 +17%
SNBOSCI
118
Security National Bank of Sioux City Iowa
Iowa
$254K +$263K +6,939 New
NWWA
119
New Wave Wealth Advisors
Arkansas
$253K +$261K +6,889 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$251K +$259K +6,851 New
AAS
121
Ameritas Advisory Services
Nebraska
$239K +$246K +6,508 New
DJFS
122
Dean Jacobson Financial Services
Texas
$227K -$4.54K -120 -2%
EL
123
EWA LLC
Pennsylvania
$223K
HBS
124
Howard Bailey Securities
Indiana
$220K +$227K +5,993 New
SPC
125
Sigma Planning Corp
Michigan
$219K +$226K +5,963 New