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T. Rowe Price Small-Mid Cap ETF

86 hedge funds and large institutions have $226M invested in T. Rowe Price Small-Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+41
Holders Change %
+91.11%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
30
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WG
1
Watchman Group
Texas
$24.7M 764,696 +71,241 +10%
Raymond James Financial
2
Raymond James Financial
Florida
$19.1M 591,128 +591,128 New
LPL Financial
3
LPL Financial
California
$15.9M 492,902 +340,272 +223%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$13.4M 414,160 +108,889 +36%
UBS Group
5
UBS Group
Switzerland
$10.8M 336,386 +327,554 +3,709%
Wells Fargo
6
Wells Fargo
California
$10.6M 327,417 +327,417 New
MML Investors Services
7
MML Investors Services
Massachusetts
$9.93M 307,911 +46,013 +18%
Stifel Financial
8
Stifel Financial
Missouri
$9.56M 296,457 +296,457 New
NG
9
Novem Group
New York
$6.44M 199,672 +199,672 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6M 185,993 +110,310 +146%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.92M 183,568 +50,044 +37%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$5.51M 170,970 +170,970 New
SFA
13
Souders Financial Advisors
Ohio
$5.3M 164,319 +11,649 +8%
OIA
14
OneDigital Investment Advisors
Kansas
$5.26M 163,257 +91,325 +127%
CSP
15
Cary Street Partners
Virginia
$5.06M 157,051 +157,051 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.83M 149,847 +149,847 New
AIM
17
Astor Investment Management
Illinois
$4.82M 149,360 +149,360 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$4.35M 134,982 -9,816 -7%
DC
19
Davenport & Co
Virginia
$3.8M 117,737 +117,737 New
SWP
20
Stratos Wealth Partners
Ohio
$3.47M 107,602 +107,602 New
SC
21
Stephens Consulting
Michigan
$3.4M 105,390 +11,511 +12%
AWS
22
Atria Wealth Solutions
New York
$2.95M 91,371 +91,371 New
AC
23
Asio Capital
Kentucky
$2.8M 86,703 +86,703 New
RSWM
24
Robertson Stephens Wealth Management
California
$2.59M 80,209 +80,209 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.85M 57,491 +21,024 +58%