Rockefeller U.S. Small-Mid Cap ETF
RSMC
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- Rockefeller U.S. Small-Mid Cap ETF (RSMC) is an exchange-traded fund that seeks to provide investment results corresponding to the performance of the Rockefeller U.S. Small-Mid Cap Index, focusing on small- and mid-cap U.S. equities with quality growth characteristics; it employs a passive management strategy, tracking the index through a representative sampling technique that holds a diversified portfolio of approximately 200-300 securities selected based on factors including earnings growth, return on equity, and low leverage. The fund offers investors exposure to U.S. companies primarily in the small- and mid-cap segments, spanning sectors such as industrials, financials, information technology, consumer discretionary, and healthcare; its holdings emphasize firms with sustainable competitive advantages, strong balance sheets, and attractive valuations. Launched in 2023 and domiciled in the United States with principal operations managed by Rockefeller Capital Management LP, headquartered in New York, New York, RSMC targets institutional and retail investors seeking enhanced returns from quality-oriented small- and mid-cap stocks relative to broad market benchmarks. In late 2024, the ETF underwent a strategic rebranding and ticker change from its prior designation to RSMC, reflecting Rockefeller Capital Management's expanded focus on thematic and factor-based ETFs; this followed a significant funding round for Rockefeller Capital Management, bolstering its asset management capabilities amid growing assets under management exceeding $100 billion. The fund continues to operate without major acquisitions or partnerships announced in the past year, maintaining its core index-tracking methodology across U.S. domestic markets exclusively.