Rockefeller Capital Management L.P. Incresed Positions in Q1 2025

Rockefeller Capital Management L.P.

  • $38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.77K
+ 2.4%
$408.78 - $448.82 $724K - $795K
75.6K $31.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.77K
+ 5.42%
$196.12 - $229.48 $543K - $635K
53.8K $10.9M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
4.11K
+ 7.18%
$52.16 - $56.68 $214K - $233K
61.4K $3.42M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
11.2K
+ 45.26%
$28.69 - $31.94 $320K - $357K
35.8K $1.05M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.79K
+ 4.42%
N/A
231K $7.29M
BWXT
Bwx Technologies, Inc.

Industrials
5.81K
+ 26.97%
$96.59 - $128.46 $561K - $746K
27.3K $2.7M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.5K
+ 16.26%
$18.55 - $18.81 $288K - $292K
111K $2.07M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
29.4K
+ 7.43%
$11.13 - $11.61 $328K - $342K
425K $4.76M
PAXS
Pimco Access Income Fund

Financial Services
14.4K
+ 19.65%
$15.31 - $16.37 $220K - $235K
87.4K $1.4M
PPLT
Abrdn Platinum ETF Trust

ETFs
3.28K
+ 26.68%
N/A
15.6K $1.4M
XLY
Select Sector Spdr Consumer Di

ETFs
28.7K
+ 14.36%
$192.6 - $233.2 $5.53M - $6.7M
229K $45.2M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
4.4K
+ 3.52%
$16.21 - $17.94 $71.3K - $78.9K
129K $2.32M
CWEN
Clearway Energy, Inc.

Utilities
3.7K
+ 8.91%
$24.63 - $30.42 $91K - $112K
45.2K $1.37M
UBS
Ubs Group Ag

Financial Services
9.13K
+ 57.07%
$30.28 - $35.78 $276K - $327K
25.1K $769K
TFLO
Ishares Treasury Floating Rate

ETFs
5.51K
+ 25.01%
$50.48 - $50.68 $278K - $279K
27.5K $1.39M
VPN
Global X Fds Data Ctr Reits &

ETFs
17.7K
+ 97.57%
N/A
35.9K $572K
AB
Alliancebernstein Holding L.P.

Financial Services
5.53K
+ 9.96%
$35.0 - $40.73 $194K - $225K
61.1K $2.34M
VOX
Vanguard Communication Service

ETFs
4.34K
+ 7.78%
$147.73 - $169.24 $641K - $735K
60.1K $8.92M
LDOS
Leidos Holdings, Inc.

Technology
4.3K
+ 12.86%
$126.82 - $161.11 $545K - $693K
37.7K $5.09M
KRP
Kimbell Royalty Partners, LP

Energy
24.7K
+ 77.09%
$13.35 - $16.45 $330K - $406K
56.7K $794K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
19.2K
+ 125.86%
$14.31 - $15.69 $275K - $302K
34.5K $498K
APA
Apa Corp

Energy
14.5K
+ 91.13%
$18.54 - $25.45 $268K - $368K
30.3K $637K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.33K
+ 22.77%
$25.77 - $27.6 $241K - $258K
50.3K $1.34M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.78K
+ 57.2%
$43.76 - $45.31 $253K - $262K
15.9K $715K
AGNC
Agnc Investment Corp.

Real Estate
21.3K
+ 13.04%
$9.12 - $10.54 $194K - $225K
185K $1.77M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
46.7K
+ 27.39%
$7.72 - $9.45 $360K - $441K
217K $1.74M
SAN
Banco Santander, S.A.

Financial Services
2.96K
+ 2.71%
$4.46 - $7.14 $13.2K - $21.1K
112K $752K
CGDV
Capital Group Divid Value ETF

ETFs
5.99K
+ 5.52%
$34.95 - $37.36 $209K - $224K
114K $4.08M
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.11K
+ 9.95%
$59.43 - $63.22 $244K - $260K
45.4K $2.75M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.1K
+ 1.13%
$29.06 - $32.62 $31.8K - $35.7K
97.7K $3.07M
BKR
Baker Hughes CO

Energy
2.98K
+ 7.94%
$41.16 - $48.85 $123K - $146K
40.6K $1.78M
GFL
Gfl Environmental Inc.

Industrials
1.7K
+ 4.04%
$41.72 - $48.8 $71K - $83.1K
43.9K $2.12M
USO
United States Oil Fund, LP

ETFs
2.32K
+ 6.85%
$70.89 - $84.34 $164K - $196K
36.2K $2.8M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
17.6K
+ 12.22%
$27.52 - $33.6 $485K - $592K
162K $4.82M
IHF
Ishares Tr

ETFs
3.25K
+ 24.6%
$47.84 - $53.21 $155K - $173K
16.5K $868K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.81K
+ 24.55%
$24.11 - $28.41 $116K - $137K
24.4K $693K
IYF
Ishares Tr

ETFs
1.38K
+ 5.19%
$107.69 - $119.37 $149K - $165K
28K $3.16M
INVH
Invitation Homes Inc.

Real Estate
5.33K
+ 49.99%
$30.28 - $34.85 $161K - $186K
16K $557K
IYK
Ishares U.S. Consumer Staples

ETFs
2.01K
+ 16.59%
$63.29 - $71.8 $127K - $144K
14.1K $1.01M
FEX
First Tr Large Cap Core Alphde

ETFs
2.78K
+ 7.46%
$99.27 - $109.89 $276K - $305K
40K $4.1M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
108
+ 0.06%
$20.96 - $23.51 $2.26K - $2.54K
193K $4.32M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.91K
+ 45.02%
$38.89 - $41.6 $191K - $204K
15.8K $640K
XCEM
Columbia ETF Tr Ii

ETFs
7.15K
+ 15.18%
$29.18 - $30.72 $209K - $220K
54.2K $1.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.34K
+ 7.7%
$53.99 - $58.43 $126K - $137K
32.8K $1.89M
BNDX
Vanguard Total International B

ETFs
4.6K
+ 4.12%
$48.33 - $49.5 $222K - $228K
116K $5.68M
IYE
Ishares Tr

ETFs
1.86K
+ 6.94%
$45.23 - $49.95 $84K - $92.8K
28.6K $1.41M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.85K
+ 15.83%
$55.23 - $64.6 $102K - $120K
13.6K $838K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.5K
+ 5.85%
$41.61 - $44.72 $104K - $112K
45.3K $1.96M
SUN
Sunoco LP

Energy
1.95K
+ 17.25%
$51.29 - $59.25 $99.9K - $115K
13.2K $768K
Activity Summary
Buys All Purchases 985 New Holdings 106 Increased Positions 879 Sells All Sells 623 Reductions 623 Sold out 0 Options Calls 0 Puts 0
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