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T. Rowe Price Small-Mid Cap ETF
TMSL

45 hedge funds and large institutions have $96.3M invested in T. Rowe Price Small-Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 1

379% more capital invested

Capital invested by funds: $20.1M → $96.3M (+$76.2M)

105% more funds holding

Funds holding: 22 → 45 (+23)

28.29% more ownership

Funds ownership: 16.66% → 44.95% (+28%)

Holders
45
Holders Change
+23
Holders Change %
+104.55%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
16
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WG
Watchman Group
Texas
+$20.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.48M
3
MML Investors Services
MML Investors Services
Massachusetts
+$8.16M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.07M
5
SFA
Souders Financial Advisors
Ohio
+$4.76M

Top Sellers

1
TWC
TD Waterhouse Canada
Ontario, Canada
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1
Watchman Group
Texas
$22.5M +$20.6M +661,315 +2,058%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$9.91M +$8.48M +271,969 +817%
MML Investors Services
3
MML Investors Services
Massachusetts
$8.5M +$8.16M +261,898 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.41M +$8.07M +258,973 New
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$5.02M +$661K +21,218 +16%
SFA
6
Souders Financial Advisors
Ohio
$4.96M +$4.76M +152,670 New
LPL Financial
7
LPL Financial
California
$4.95M +$4.76M +152,630 New
FHA
8
Flagship Harbor Advisors
Massachusetts
$4.7M +$4.51M +144,798 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.33M +$3.66M +117,465 +731%
SC
10
Stephens Consulting
Michigan
$3.05M +$395K +12,660 +16%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.46M +$300K +9,613 +15%
OIA
12
OneDigital Investment Advisors
Kansas
$2.33M +$820K +26,290 +58%
RJA
13
Raymond James & Associates
Florida
$1.57M +$1.51M +48,300 New
GSIAS
14
Garden State Investment Advisory Services
New Jersey
$1.56M +$204K +6,530 +16%
GRP
15
Global Retirement Partners
California
$1.19M +$1.15M +36,802 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.18M +$210K +6,734 +23%
SN
17
Sittner & Nelson
Oregon
$1.17M +$1.13M +36,115 New
TSWM
18
Tyler-Stone Wealth Management
Ohio
$936K +$899K +28,830 New
EFS
19
Essex Financial Services
Connecticut
$883K +$112K +3,593 +15%
PA
20
PFG Advisors
Arizona
$836K +$303K +9,716 +61%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$814K +$91.1K +2,922 +13%
HAS
22
HBW Advisory Services
California
$724K +$695K +22,300 New
WIA
23
World Investment Advisors
California
$578K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$468K +$434K +13,933 +2,952%
SFG
25
Seamount Financial Group
Colorado
$435K +$45K +1,444 +12%
1
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TMSL Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q3 2024, worth a combined $96.3M — up 379% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TMSL positions and 1 closed out — a net gain of 25 holders — while 16 added to existing stakes and 0 trimmed.

The largest buyer was Watchman Group, adding an estimated $20.6M. The largest seller was TD Waterhouse Canada, exiting entirely with an estimated $2.35M sold.

  • 45 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $96.3M of T. Rowe Price Small-Mid Cap ETF stock for Q3 2024, up 379% quarter-over-quarter.
  • 26 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q3 2024 and 1 closed out, a net change of +25 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q3 2024 was Watchman Group, an estimated $20.6M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q3 2024 was TD Waterhouse Canada, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.