We are live on ! Find out more
TSPA icon

T. Rowe Price US Equity Research ETF

119 hedge funds and large institutions have $1.71B invested in T. Rowe Price US Equity Research ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less capital invested

Capital invested by funds: $1.76B → $1.71B (-$42.5M)

1.21% less ownership

Funds ownership: 83.26%82.05% (-1.2%)

3% less funds holding

Funds holding: 123119 (-4)

Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
1.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
13
Increased
58
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$399K +$417K +9,751 New
SWM
77
SK Wealth Management
Rhode Island
$396K -$267K -6,241 -40%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$392K -$5.98K -140 -1%
WG
79
Welch Group
Alabama
$378K
BFG
80
Berger Financial Group
Minnesota
$368K
SIAP
81
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$367K +$20.3K +475 +6%
AO
82
Advisor OS
Illinois
$357K +$373K +8,739 New
DWM
83
Ducere Wealth Management
California
$354K
FFA
84
Farther Finance Advisors
California
$352K +$32.6K +764 +10%
Bank of America
85
Bank of America
North Carolina
$347K -$385K -9,006 -51%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$319K +$17.7K +414 +6%
ACA
87
Aptus Capital Advisors
Alabama
$291K -$235K -5,491 -44%
CAMG
88
CWA Asset Management Group
Florida
$279K -$110K -2,584 -27%
SAI
89
Savvy Advisors Inc
New York
$276K
CSP
90
Cary Street Partners
Virginia
$268K
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$262K +$273K +6,400 New
AMPWP
92
Alvarez & Marsal Private Wealth Partners
Florida
$249K
FPAS
93
Focus Partners Advisor Solutions
Missouri
$236K +$5.08K +119 +2%
O3W
94
Omni 360 Wealth
New Jersey
$233K +$1.71K +40 +0.7%
MIA
95
MainStreet Investment Advisors
Illinois
$224K -$4.27K -100 -2%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$224K -$4.27K -100 -2%
MT
97
Midwest Trust
Kansas
$202K +$211K +4,932 New
HI
98
Harbour Investments
Wisconsin
$186K +$194K +4,541 New
FCG
99
Financial Connections Group
California
$153K
AWM
100
AE Wealth Management
Kansas
$119K -$19.6K -459 -14%