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T. Rowe Price Small-Mid Cap ETF

99 hedge funds and large institutions have $452M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

100% more capital invested

Capital invested by funds: $226M → $452M (+$227M)

15% more funds holding

Funds holding: 8699 (+13)

9.34% more ownership

Funds ownership: 59.86%69.2% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
47
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$127M +$135M +4,169,160 New
LPL Financial
2
LPL Financial
California
$35.8M +$22.1M +681,312 +138%
Raymond James Financial
3
Raymond James Financial
Florida
$30.3M +$13M +401,627 +68%
WG
4
Watchman Group
Texas
$23.4M +$92.7K +2,854 +0.4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.1M +$21.7M +667,295 +1,168%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$16.7M +$4.33M +133,190 +32%
SFA
7
Souders Financial Advisors
Ohio
$13.9M +$9.45M +290,989 +177%
UBS Group
8
UBS Group
Switzerland
$10.7M +$432K +13,298 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.56M +$192K +5,905 +2%
Wells Fargo
10
Wells Fargo
California
$9.46M -$551K -16,965 -5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$9.34M +$4.4M +135,342 +79%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.42M +$8.97M +276,237 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.21M +$1.73M +53,138 +29%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.11M +$1.53M +47,020 +25%
Corient Private Wealth
15
Corient Private Wealth
Florida
$6.96M +$6.92M +213,190 +1,403%
PAG
16
Private Advisor Group
New Jersey
$6.93M +$5.72M +176,213 +345%
AC
17
Asio Capital
Kentucky
$6.85M +$4.49M +138,188 +159%
NG
18
Novem Group
New York
$6.37M +$304K +9,358 +5%
FFA
19
Farther Finance Advisors
California
$5.35M +$5.69M +175,217 New
AWS
20
Atria Wealth Solutions
New York
$5M +$2.36M +72,678 +80%
OIA
21
OneDigital Investment Advisors
Kansas
$4.86M -$124K -3,820 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.82M +$269K +8,272 +6%
CSP
23
Cary Street Partners
Virginia
$4.74M -$48.1K -1,482 -0.9%
FHA
24
Flagship Harbor Advisors
Massachusetts
$4.7M +$629K +19,363 +14%
AIM
25
Astor Investment Management
Illinois
$4.46M -$97.9K -3,014 -2%

TMSL Hedge Fund Activity: Q1 2025 in Review

99 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Small-Mid Cap ETF (TMSL) for Q1 2025, worth a combined $452M — up 100% from $226M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TMSL positions and 9 closed out — a net gain of 14 holders — while 47 added to existing stakes and 20 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $135M. The largest seller was Stifel Financial, cutting an estimated $5.42M.

  • 99 institutional investors held T. Rowe Price Small-Mid Cap ETF (TMSL) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $452M of T. Rowe Price Small-Mid Cap ETF stock for Q1 2025, up 100% quarter-over-quarter.
  • 23 funds opened new T. Rowe Price Small-Mid Cap ETF positions in Q1 2025 and 9 closed out, a net change of +14 holders.
  • The largest T. Rowe Price Small-Mid Cap ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $135M added.
  • The largest T. Rowe Price Small-Mid Cap ETF seller in Q1 2025 was Stifel Financial, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2025.