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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
Redhawk Wealth Advisors
Minnesota
$636K -$897K -23,954 -57%
WIM
227
Westside Investment Management
California
$633K +$665K +17,775 New
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$624K +$10.1K +271 +2%
AQR Capital Management
229
AQR Capital Management
Connecticut
$604K +$283K +7,570 +81%
JKA
230
Jones Kertz & Associates
Minnesota
$601K +$68.9K +1,840 +12%
WAM
231
WNY Asset Management
New York
$594K +$625K +16,693 New
NEWAS
232
N.E.W. Advisory Services
Wisconsin
$590K -$1.39M -37,258 -69%
FWA
233
Flagship Wealth Advisors
Massachusetts
$587K
SFGM
234
Stonebridge Financial Group (Missouri)
Missouri
$584K +$311K +8,299 +102%
ATC
235
Argent Trust Co
Tennessee
$579K +$63.6K +1,700 +12%
IWM
236
Immaculate Wealth Management
Arizona
$578K +$608K +16,250 New
AI
237
Atria Investments
North Carolina
$567K -$4.12K -110 -0.7%
B
238
Bensler
Washington
$542K +$2.21K +59 +0.4%
NFA
239
Northwest Financial Advisors
Virginia
$538K +$566K +15,118 New
AGWCA
240
Annis Gardner Whiting Capital Advisors
Florida
$531K +$8.95K +239 +2%
RBFC
241
Roman Butler Fullerton & Co
Missouri
$530K
BA
242
Ballast Advisors
Minnesota
$516K +$543K +14,497 New
BCA
243
Bay Colony Advisors
Massachusetts
$507K -$27.6K -737 -5%
MIM
244
Macroview Investment Management
Maryland
$455K -$10.5K -280 -2%
HWA
245
Heritage Wealth Architects
Minnesota
$451K +$15.3K +409 +4%
ZIC
246
ZWJ Investment Counsel
Georgia
$449K +$472K +12,606 New
ACA
247
Aptus Capital Advisors
Alabama
$442K +$1.87K +50 +0.4%
KA
248
Kovack Advisors
Florida
$439K -$1.87K -50 -0.4%
GWA
249
Gutierrez Wealth Advisory
Arkansas
$439K -$200K -5,339 -30%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K