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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
PFS
126
Prospera Financial Services
Texas
$209K +$216K +5,694 New
SNBOSD
127
Security National Bank of So Dak
Iowa
$203K +$209K +5,529 New
BCM
128
Blume Capital Management
California
$183K
IA
129
IFP Advisors
Florida
$155K
WIM
130
Westside Investment Management
California
$153K +$24.6K +650 +18%
RWM
131
RMG Wealth Management
Wisconsin
$94.3K +$86.6K +2,287 New
SEP
132
Signature Equity Partners
Ohio
$72.1K +$48.5K +1,282 +187%
Morgan Stanley
133
Morgan Stanley
New York
$58K +$30.2K +798 +102%
Q1WB
134
Quest 10 Wealth Builders
Virginia
$50.6K +$35.6K +940 +214%
BlackRock
135
BlackRock
New York
$36.7K
Russell Investments Group
136
Russell Investments Group
United Kingdom
$36.2K +$37.4K +988 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$29.4K
AAP
138
Arax Advisory Partners
Colorado
$27.6K
RFP
139
Root Financial Partners
California
$25.6K
FGAM
140
Financial Gravity Asset Management
Texas
$23.9K
LAS
141
Lloyd Advisory Services
Georgia
$22K -$69.5K -1,837 -75%
KFG
142
Kingdom Financial Group
Arizona
$22K +$14.1K +372 +162%
HI
143
Harbour Investments
Wisconsin
$15.3K +$4.73K +125 +43%
FFA
144
Founders Financial Alliance
North Carolina
$12.8K
CA
145
Clearstead Advisors
Ohio
$7.3K
HNB
146
Huntington National Bank
Ohio
$5.39K
SS
147
Sunbelt Securities
Texas
$4.99K +$5.15K +136 New
TC
148
Trust Company
Kansas
$3.37K
VAI
149
Vanguard Advisers Inc
Pennsylvania
$2.05K +$2.12K +56 New
NA
150
Networth Advisors
Pennsylvania
$1.94K +$1.21K +32 +152%