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T. Rowe Price US Equity Research ETF

61 hedge funds and large institutions have $843M invested in T. Rowe Price US Equity Research ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

45% more funds holding

Funds holding: 4261 (+19)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $675M → $843M (+$168M)

10.16% more ownership

Funds ownership: 70.02%80.18% (+10%)

Holders
61
Holders Change
+19
Holders Change %
+45.24%
% of All Funds
0.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
27
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
1
National Pension Service
South Korea
$352M
Morgan Stanley
2
Morgan Stanley
New York
$124M +$34.9M +939,553 +39%
AF
3
Allworth Financial
California
$120M +$11.5M +308,567 +11%
PWM
4
Provident Wealth Management
Tennessee
$50.6M +$2.36M +63,681 +5%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$23.9M -$922K -24,850 -4%
PAM
6
Prodigy Asset Management
Nebraska
$22M +$22.1M +595,076 New
EFH
7
Eaton Financial Holdings
Florida
$18.3M +$8.6M +231,780 +88%
FNT
8
First National Trust
Pennsylvania
$18M +$18.1M +486,467 New
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$14.4M +$3.67M +98,875 +34%
M&T Bank
10
M&T Bank
New York
$11.5M +$11.5M +310,271 New
ETC
11
Exchange Traded Concepts
Oklahoma
$9.47M +$9.51M +256,272 New
JJBC
12
James J. Burns & Company
New York
$9.34M +$1.01M +27,128 +12%
RFA
13
Rollins Financial Advisors
New York
$6.59M +$1.49M +40,038 +29%
Two Sigma Investments
14
Two Sigma Investments
New York
$5.88M -$178K -4,787 -3%
IFG
15
Independent Financial Group
California
$4.87M +$2.86M +76,963 +140%
GSIAS
16
Garden State Investment Advisory Services
New Jersey
$4.51M +$214K +5,774 +5%
FFWM
17
Future Financial Wealth Management
Ohio
$4.4M +$256K +6,893 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$3.41M +91,733 +16,179%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.12M +$3.14M +84,490 New
FFA
20
Farther Finance Advisors
California
$2.35M +$2.36M +63,575 New
LCC
21
Lincoln Capital Corp
Rhode Island
$2.32M +$59.5K +1,604 +3%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.03M +$2.03M +54,779 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.96M +$1.64M +44,215 +503%
SPC
24
Sigma Planning Corp
Michigan
$1.93M +$116K +3,121 +6%
HFS
25
Hopwood Financial Services
Virginia
$1.65M +$1.65M +44,531 New

TSPA Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price US Equity Research ETF (TSPA) for Q4 2024, worth a combined $843M — up 25% from $675M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TSPA positions and 4 closed out — a net gain of 19 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.9M. The largest seller was Mariner, exiting entirely with an estimated $7.69M sold.

  • 61 institutional investors held T. Rowe Price US Equity Research ETF (TSPA) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $843M of T. Rowe Price US Equity Research ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 23 funds opened new T. Rowe Price US Equity Research ETF positions in Q4 2024 and 4 closed out, a net change of +19 holders.
  • The largest T. Rowe Price US Equity Research ETF buyer in Q4 2024 was Morgan Stanley, an estimated $34.9M added.
  • The largest T. Rowe Price US Equity Research ETF seller in Q4 2024 was Mariner, an estimated $7.69M sold.

Based on aggregated 13F filings for Q4 2024.