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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
MWM
101
Mascoma Wealth Management
New Hampshire
$108K +$113K +2,644 New
CA
102
CoreCap Advisors
Michigan
$108K +$1.07K +25 +1%
TPWA
103
Twin Peaks Wealth Advisors
California
$103K +$108K +2,525 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$82.4K +$28.4K +665 +49%
PFSC
105
Peoples Financial Services Corp
Pennsylvania
$70.6K +$73.7K +1,725 New
Wells Fargo
106
Wells Fargo
California
$58K -$87.7K -2,052 -59%
CIR
107
Clear Investment Research
Georgia
$35.5K +$37K +867 New
JWA
108
JFS Wealth Advisors
Pennsylvania
$27K -$17.3K -404 -38%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$21.2K -$122K -2,853 -85%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$13K -$162K -3,791 -92%
HFS
111
Hantz Financial Services
Michigan
$11K
LFG
112
Larson Financial Group
Missouri
$8.83K
CPG
113
Cornerstone Planning Group
New Jersey
$6.96K +$6.49K +152 New
IA
114
IFP Advisors
Florida
$4.7K
JFA
115
JNBA Financial Advisors
Minnesota
$3.33K +$43 +1 +1%
PP
116
PFS Partners
New Jersey
$2.67K
NL
117
NVWM LLC
Pennsylvania
$2.66K
PA
118
Parallel Advisors
California
$2.25K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$1.35K +$1.41K +33 New
Citadel Advisors
120
Citadel Advisors
Florida
-$1.36M -31,812 Closed
Goldman Sachs
121
Goldman Sachs
New York
-$878K -20,525 Closed
Corient Private Wealth
122
Corient Private Wealth
Florida
-$459K -11,738 Closed
UBS Group
123
UBS Group
Switzerland
-$276K -6,454 Closed
CC
124
Commons Capital
Massachusetts
-$266K -6,220 Closed
BRWA
125
B. Riley Wealth Advisors
Florida
-$211K -4,929 Closed