We are live on ! Find out more
TSPA icon

T. Rowe Price US Equity Research ETF

61 hedge funds and large institutions have $843M invested in T. Rowe Price US Equity Research ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

45% more funds holding

Funds holding: 4261 (+19)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $675M → $843M (+$168M)

10.16% more ownership

Funds ownership: 70.02%80.18% (+10%)

Holders
61
Holders Change
+19
Holders Change %
+45.24%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
27
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$1.59M +$1.58M +42,688 New
CF
27
Centaurus Financial
California
$1.47M +$61.4K +1,655 +4%
DFA
28
DHK Financial Advisors
New Hampshire
$1.45M +$1.46M +39,299 New
DC
29
Dahring Cusmano
Michigan
$1.39M +$1.4M +37,638 New
Cerity Partners
30
Cerity Partners
New York
$1.39M +$1M +27,000 +255%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.35M +$807K +21,731 +148%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.34M +$1.35M +36,258 New
Jane Street
33
Jane Street
New York
$1.34M +$492K +13,263 +58%
AFA
34
Alpha Financial Advisors
North Carolina
$1.2M +$1.21M +32,565 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$287K +7,740 +33%
CCM
36
Cox Capital Management
Massachusetts
$1.14M +$1.15M +30,937 New
CAL
37
Capital Analysts LLC
Pennsylvania
$1.14M +$1.15M +30,903 New
KAS
38
Kestra Advisory Services
Texas
$1.12M +$660K +17,792 +141%
BEI
39
Benjamin Edwards Inc
Missouri
$971K +$284K +7,651 +41%
BWIA
40
Bryant Woods Investment Advisors
New York
$931K +$934K +25,171 New
SI
41
Stephens Inc
Arkansas
$663K +$666K +17,938 New
NIA
42
NBZ Investment Advisors
Tennessee
$646K +$649K +17,478 New
BFG
43
Beacon Financial Group
Texas
$594K +$705 +19 +0.1%
PFS
44
Prospera Financial Services
Texas
$537K +$539K +14,533 New
Bank of America
45
Bank of America
North Carolina
$519K +$521K +14,033 New
CFP
46
Comprehensive Financial Planning
Pennsylvania
$511K +$513K +13,833 New
BFG
47
Berger Financial Group
Minnesota
$456K -$123K -3,312 -21%
Comerica Bank
48
Comerica Bank
Texas
$385K +$81K +2,182 +27%
GFP
49
Gryphon Financial Partners
Ohio
$358K +$360K +9,695 New
CAM
50
Cozad Asset Management
Illinois
$309K +$55.7K +1,500 +22%

TSPA Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price US Equity Research ETF (TSPA) for Q4 2024, worth a combined $843M — up 25% from $675M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TSPA positions and 4 closed out — a net gain of 19 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.9M. The largest seller was Mariner, exiting entirely with an estimated $7.69M sold.

  • 61 institutional investors held T. Rowe Price US Equity Research ETF (TSPA) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $843M of T. Rowe Price US Equity Research ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 23 funds opened new T. Rowe Price US Equity Research ETF positions in Q4 2024 and 4 closed out, a net change of +19 holders.
  • The largest T. Rowe Price US Equity Research ETF buyer in Q4 2024 was Morgan Stanley, an estimated $34.9M added.
  • The largest T. Rowe Price US Equity Research ETF seller in Q4 2024 was Mariner, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2024.