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T. Rowe Price US Equity Research ETF

123 hedge funds and large institutions have $1.76B invested in T. Rowe Price US Equity Research ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 21

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

9% more funds holding

Funds holding: 113123 (+10)

4% more capital invested

Capital invested by funds: $1.69B → $1.76B (+$69.2M)

0.86% less ownership

Funds ownership: 84.12%83.26% (-0.86%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
16
Increased
72
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVM
76
True Vision MN
Minnesota
$464K -$14.4K -338 -3%
Corient Private Wealth
77
Corient Private Wealth
Florida
$459K +$499K +11,738 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$416K +$88.8K +2,089 +27%
CAMG
79
CWA Asset Management Group
Florida
$403K -$202K -4,739 -33%
WG
80
Welch Group
Alabama
$395K
BFG
81
Berger Financial Group
Minnesota
$385K -$15.1K -356 -4%
DWM
82
Ducere Wealth Management
California
$370K +$368K +8,646 New
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$364K +$361K +8,500 New
ASN
84
Advisory Services Network
Georgia
$362K +$55.5K +1,306 +18%
FHC
85
First Heartland Consultants
Missouri
$336K -$90.5K -2,128 -21%
Osaic Holdings
86
Osaic Holdings
Arizona
$333K +$27.6K +649 +9%
FFA
87
Farther Finance Advisors
California
$332K -$182K -4,269 -35%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$316K +$8K +188 +3%
SAI
89
Savvy Advisors Inc
New York
$289K -$500K -11,764 -64%
CSP
90
Cary Street Partners
Virginia
$281K
UBS Group
91
UBS Group
Switzerland
$276K +$227K +5,340 +479%
CC
92
Commons Capital
Massachusetts
$266K -$2.52M -59,234 -90%
AMPWP
93
Alvarez & Marsal Private Wealth Partners
Florida
$260K +$259K +6,089 New
O3W
94
Omni 360 Wealth
New Jersey
$245K
FPAS
95
Focus Partners Advisor Solutions
Missouri
$242K +$241K +5,660 New
MIA
96
MainStreet Investment Advisors
Illinois
$238K -$78.7K -1,850 -25%
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$238K -$4.25K -100 -2%
BRWA
98
B. Riley Wealth Advisors
Florida
$211K +$255 +6 +0.1%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$201K +$95.2K +2,238 +91%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$178K