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T. Rowe Price Value ETF

27 hedge funds and large institutions have $414M invested in T. Rowe Price Value ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

42% more funds holding

Funds holding: 1927 (+8)

10% more capital invested

Capital invested by funds: $377M → $414M (+$37.2M)

8.36% more ownership

Funds ownership: 77.39%85.75% (+8.4%)

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$366M +$15.2M +455,652 +4%
OIA
2
OneDigital Investment Advisors
Kansas
$21.7M -$891K -26,731 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.44M +$43.7K +1,312 +0.8%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.2M +$230K +6,887 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$2.72M +$330K +9,883 +14%
LPL Financial
6
LPL Financial
California
$1.88M +$817K +24,507 +80%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.56M +$322K +9,667 +27%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.56M +$104K +3,126 +7%
Goldman Sachs
9
Goldman Sachs
New York
$1.53M +$1.5M +44,948 New
IFG
10
Independent Financial Group
California
$1.47M +$1.43M +42,964 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.34M +$1.31M +39,261 New
HFS
12
Hopwood Financial Services
Virginia
$899K +$685K +20,529 +352%
QCM
13
Quantinno Capital Management
New York
$853K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$837K -$49K -1,471 -6%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$732K -$648K -19,435 -48%
Corient Private Wealth
16
Corient Private Wealth
Florida
$729K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$543K +$531K +15,923 New
HighTower Advisors
18
HighTower Advisors
Illinois
$367K +$40K +1,200 +13%
DC
19
Dahring Cusmano
Michigan
$308K +$301K +9,029 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$242K +$171K +5,126 +260%
MCC
21
Money Concepts Capital
Florida
$215K
SWP
22
Strategic Wealth Partners
Ohio
$164K +$160K +4,805 New
HI
23
Harbour Investments
Wisconsin
$118K -$32.4K -973 -22%
Morgan Stanley
24
Morgan Stanley
New York
$98.1K
RFP
25
Root Financial Partners
California
$52.8K +$51.6K +1,547 New

TVAL Hedge Fund Activity: Q3 2025 in Review

27 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Value ETF (TVAL) for Q3 2025, worth a combined $414M — up 9.8% from $377M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TVAL positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.2M. The largest seller was OneDigital Investment Advisors, cutting an estimated $891K.

  • 27 institutional investors held T. Rowe Price Value ETF (TVAL) as of Q3 2025, up from 19 in Q2 2025.
  • Funds reported $414M of T. Rowe Price Value ETF stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 9 funds opened new T. Rowe Price Value ETF positions in Q3 2025 and 1 closed out, a net change of +8 holders.
  • The largest T. Rowe Price Value ETF buyer in Q3 2025 was T. Rowe Price Associates, an estimated $15.2M added.
  • The largest T. Rowe Price Value ETF seller in Q3 2025 was OneDigital Investment Advisors, an estimated $891K sold.

Based on aggregated 13F filings for Q3 2025.