T. Rowe Price Total Return ETF
TOTR
5 hedge funds and large institutions have $7.2M invested in T. Rowe Price Total Return ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
39% more capital invested
Capital invested by funds: $5.18M → $7.2M (+$2.02M)
6.13% more ownership
Funds ownership: 21.27% → 27.4% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$944K |
| 2 |
OAM
Occidental Asset Management
Burlingame,
California
|
+$839K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$71.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.7K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$42 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMNY
1
Landmark Wealth Management (New York)
Melville,
New York
| $5.37M | +$944K | +22,736 | +21% |
|
|
OAM
2
Occidental Asset Management
Burlingame,
California
| $1.75M | +$839K | +20,208 | +93% |
|
|
3
UBS Group
Zurich,
Switzerland
| $73.7K | +$71.7K | +1,727 | +4,318% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $13.8K | +$13.7K | +331 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $42 | +$42 | +1 | New |
|
TOTR Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Total Return ETF (TOTR) for Q1 2023, worth a combined $7.2M — up 39% from $5.18M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TOTR positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Landmark Wealth Management (New York), adding an estimated $944K.
- 5 institutional investors held T. Rowe Price Total Return ETF (TOTR) as of Q1 2023, up from 3 in Q4 2022.
- Funds reported $7.2M of T. Rowe Price Total Return ETF stock for Q1 2023, up 39% quarter-over-quarter.
- 2 funds opened new T. Rowe Price Total Return ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest T. Rowe Price Total Return ETF buyer in Q1 2023 was Landmark Wealth Management (New York), an estimated $944K added.
Based on aggregated 13F filings for Q1 2023.