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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$258M +$44.1M +1,164,996 +20%
LPL Financial
2
LPL Financial
California
$145M -$13.1M -345,136 -8%
Raymond James Financial
3
Raymond James Financial
Florida
$119M +$55.9M +1,476,471 +84%
Ameriprise
4
Ameriprise
Minnesota
$54.5M +$38.2M +1,009,365 +208%
Wells Fargo
5
Wells Fargo
California
$48.3M +$34.6M +912,968 +226%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$39M +$6.33M +167,075 +19%
UBS Group
7
UBS Group
Switzerland
$34.8M +$14.9M +392,286 +71%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$34.2M +$14.7M +387,541 +68%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$32.5M +$1.06M +27,893 +3%
WG
10
Watchman Group
Texas
$29.7M -$30.6K -809 -0.1%
KCM
11
Kendall Capital Management
Maryland
$27.2M +$1.86M +49,224 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M +$2M +52,726 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.7M +$18.4M +487,300 +306%
Bank of America
14
Bank of America
North Carolina
$20.3M +$14.7M +388,232 +235%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$19.3M -$14.2M -375,343 -42%
PAG
16
Private Advisor Group
New Jersey
$19.1M +$1.69M +44,688 +9%
AC
17
Asio Capital
Kentucky
$18.5M +$1.46M +38,556 +8%
CWM
18
CMH Wealth Management
New Hampshire
$18.5M +$88.6K +2,339 +0.5%
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$15.9M +$11.5M +304,229 +235%
HAG
20
HighPoint Advisor Group
Illinois
$13.8M -$7.64M -201,811 -35%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$13.3M +$600K +15,855 +5%
SFA
22
Souders Financial Advisors
Ohio
$13M +$360K +9,511 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$11M -$348K -9,186 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$9.87M +$5.4M +142,694 +113%
BFG
25
Bleakley Financial Group
New Jersey
$8.94M +$2.01M +52,988 +28%