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T. Rowe Price US Equity Research ETF

83 hedge funds and large institutions have $1.22B invested in T. Rowe Price US Equity Research ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

45% more capital invested

Capital invested by funds: $843M → $1.22B (+$376M)

36% more funds holding

Funds holding: 6183 (+22)

3.45% more ownership

Funds ownership: 80.18%83.63% (+3.5%)

Holders
83
Holders Change
+22
Holders Change %
+36.07%
% of All Funds
1.11%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
26
Increased
44
Reduced
8
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
$334M
M&T Bank
2
M&T Bank
New York
$173M +$171M +4,605,821 +1,484%
Morgan Stanley
3
Morgan Stanley
New York
$143M +$26.2M +707,687 +21%
AF
4
Allworth Financial
California
$110M +$2.5M +67,571 +2%
PWM
5
Provident Wealth Management
Tennessee
$48.7M +$563K +15,209 +1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$43.9M +$42.8M +1,155,482 +1,252%
GWM
7
Geneos Wealth Management
Colorado
$33.6M +$35.4M +954,731 +411,522%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$33.4M +$20.7M +557,959 +143%
AFA
9
Alpha Financial Advisors
North Carolina
$30.5M +$30.9M +834,196 +2,562%
FNT
10
First National Trust
Pennsylvania
$28.3M +$11.8M +319,473 +66%
PAM
11
Prodigy Asset Management
Nebraska
$22M +$1.11M +30,048 +5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$21.7M -$1.01M -27,269 -4%
EFH
13
Eaton Financial Holdings
Florida
$18.4M +$1.04M +28,053 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$11.8M +$12.5M +336,418 New
KAS
15
Kestra Advisory Services
Texas
$11.7M +$11.2M +301,851 +992%
ETC
16
Exchange Traded Concepts
Oklahoma
$9.43M +$437K +11,802 +5%
JJBC
17
James J. Burns & Company
New York
$9.25M +$389K +10,517 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$8.55M +$9.01M +243,284 New
PWM
19
Perigon Wealth Management
California
$8.48M +$8.93M +241,131 New
JP Morgan Chase
20
JP Morgan Chase
New York
$7.29M +$7.61M +205,596 +11,960%
RFA
21
Rollins Financial Advisors
New York
$7.28M +$1.06M +28,685 +16%
NIA
22
NBZ Investment Advisors
Tennessee
$6.73M +$6.44M +174,022 +996%
IFG
23
Independent Financial Group
California
$6.38M +$1.84M +49,556 +38%
GSIAS
24
Garden State Investment Advisory Services
New Jersey
$5.08M +$834K +22,527 +18%
FFWM
25
Future Financial Wealth Management
Ohio
$4.25M +$71.9K +1,941 +2%