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T. Rowe Price US Equity Research ETF

83 hedge funds and large institutions have $1.22B invested in T. Rowe Price US Equity Research ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

45% more capital invested

Capital invested by funds: $843M → $1.22B (+$376M)

36% more funds holding

Funds holding: 6183 (+22)

3.45% more ownership

Funds ownership: 80.18%83.63% (+3.5%)

Holders
83
Holders Change
+22
Holders Change %
+36.07%
% of All Funds
1.11%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
26
Increased
44
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$4.08M +$4.29M +115,913 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.05M +$1.13M +30,608 +36%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$4M +$2.27M +61,309 +116%
PSCM
29
Per Stirling Capital Management
Texas
$3.98M +$4.19M +113,165 New
FFA
30
Farther Finance Advisors
California
$3.97M +$1.81M +48,857 +77%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.82M +$1.99M +53,774 +98%
MMH
32
Menora Mivtachim Holdings
Israel
$3.73M +$3.93M +106,025 New
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$3.43M +$3.62M +97,667 New
CAL
34
Capital Analysts LLC
Pennsylvania
$3.31M +$2.34M +63,278 +205%
PFS
35
Prospera Financial Services
Texas
$3.07M +$2.7M +72,786 +501%
DFA
36
DHK Financial Advisors
New Hampshire
$2.76M +$1.46M +39,299 +100%
BWIA
37
Bryant Woods Investment Advisors
New York
$2.58M +$1.79M +48,240 +192%
LCC
38
Lincoln Capital Corp
Rhode Island
$2.31M +$114K +3,078 +5%
CC
39
Commons Capital
Massachusetts
$2.31M +$2.43M +65,677 New
DC
40
Dahring Cusmano
Michigan
$2.07M +$785K +21,195 +56%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.98M +$743K +20,071 +55%
SB
42
Strategic Blueprint
Georgia
$1.92M +$2.02M +54,496 New
HFS
43
Hopwood Financial Services
Virginia
$1.89M +$340K +9,192 +21%
Stifel Financial
44
Stifel Financial
Missouri
$1.8M +$1.89M +51,151 New
SPC
45
Sigma Planning Corp
Michigan
$1.65M -$195K -5,262 -10%
SWM
46
SK Wealth Management
Rhode Island
$1.64M +$1.87M +50,583 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.63M +$1.72M +46,365 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$431K +11,629 +38%
CF
49
Centaurus Financial
California
$1.5M +$110K +2,968 +7%
SOS
50
Silver Oak Securities
Tennessee
$1.41M -$91.8K -2,479 -6%