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T. Rowe Price US Equity Research ETF

17 hedge funds and large institutions have $38.6M invested in T. Rowe Price US Equity Research ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more capital invested

Capital invested by funds: $7.92M → $38.6M (+$30.7M)

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

42% more funds holding

Funds holding: 1217 (+5)

14.15% more ownership

Funds ownership: 8.44%22.6% (+14%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1
Provident Wealth Management
Tennessee
$19.6M +$18.5M +597,124 New
EFH
2
Eaton Financial Holdings
Florida
$3.58M +$295K +9,507 +10%
FFWM
3
Future Financial Wealth Management
Ohio
$3.55M +$3.36M +108,278 New
JJBC
4
James J. Burns & Company
New York
$2.46M +$2.35M +75,819 New
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$2.27M +$2.15M +69,225 New
GSIAS
6
Garden State Investment Advisory Services
New Jersey
$2.06M +$1.94M +62,666 New
SPC
7
Sigma Planning Corp
Michigan
$1.89M +$910K +29,328 +104%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$937K +$76.3K +2,460 +9%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$818K +$349K +11,246 +82%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$485K +$210K +6,762 +84%
MCM
11
MidAtlantic Capital Management
Virginia
$444K +$170K +5,485 +176%
Goldman Sachs
12
Goldman Sachs
New York
$369K -$1.13M -36,470 -76%
FCG
13
Financial Connections Group
California
$74K +$67.2K +2,167 +2,928%
Morgan Stanley
14
Morgan Stanley
New York
$32.8K -$31K -1,000 -50%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$32K +$29.9K +963 New
Osaic Holdings
16
Osaic Holdings
Arizona
$19.1K +$18.1K +582 New
PCMC
17
Planning Capital Management Corporation
Pennsylvania
$6.99K +$6.61K +213 New
Jane Street
18
Jane Street
New York
-$682K -23,209 Closed
RJFSA
19
Raymond James Financial Services Advisors
Florida
-$318K -10,831 Closed
KV
20
Kickstand Ventures
New York
-$201K -6,847 Closed

TSPA Hedge Fund Activity: Q1 2024 in Review

17 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price US Equity Research ETF (TSPA) for Q1 2024, worth a combined $38.6M — up 388% from $7.92M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TSPA positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Provident Wealth Management, opening a new position worth an estimated $18.5M. The largest seller was Goldman Sachs, cutting an estimated $1.13M.

  • 17 institutional investors held T. Rowe Price US Equity Research ETF (TSPA) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $38.6M of T. Rowe Price US Equity Research ETF stock for Q1 2024, up 388% quarter-over-quarter.
  • 8 funds opened new T. Rowe Price US Equity Research ETF positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest T. Rowe Price US Equity Research ETF buyer in Q1 2024 was Provident Wealth Management, an estimated $18.5M added.
  • The largest T. Rowe Price US Equity Research ETF seller in Q1 2024 was Goldman Sachs, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2024.