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T. Rowe Price Capital Appreciation Equity ETF

248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

358% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 33

123% more capital invested

Capital invested by funds: $1.5B → $3.36B (+$1.86B)

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

16% more funds holding

Funds holding: 213248 (+35)

1.51% more ownership

Funds ownership: 64.5%66.01% (+1.5%)

Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
226
Comprehensive Financial Planning
Pennsylvania
$82.3K +$83.3K +2,472 New
BWL
227
Bogart Wealth LLC
Virginia
$66.5K
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$40.2K -$3.94K -117 -9%
TRCT
229
Tower Research Capital (TRC)
New York
$39.3K +$39.8K +1,182 New
TIM
230
Tortoise Investment Management
New York
$33.7K +$34.2K +1,014 New
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$33K +$10.1K +301 +44%
WT
232
Washington Trust
Rhode Island
$29.1K
GWSA
233
Global Wealth Strategies & Associates
Colorado
$26.6K +$27K +800 New
PWA
234
Principia Wealth Advisory
Texas
$25.1K +$25.5K +755 New
LIS
235
Legacy Investment Solutions
Idaho
$23K
LWMI
236
Legacy Wealth Management (Idaho)
Idaho
$23K
PIS
237
POM Investment Strategies
North Carolina
$22.6K +$506 +15 +2%
CFD
238
Creative Financial Designs
Indiana
$20.2K +$101 +3 +0.5%
IA
239
IFP Advisors
Florida
$16.6K
US Bancorp
240
US Bancorp
Minnesota
$14.8K +$15K +444 New
FFA
241
Farther Finance Advisors
California
$9.32K +$9.44K +280 New
AA
242
AlphaMark Advisors
Kentucky
$9K +$9.1K +270 New
JP Morgan Chase
243
JP Morgan Chase
New York
$8.78K +$8.9K +264 New
ME
244
McIlrath & Eck
Washington
$6.85K
IHWM
245
Iron Horse Wealth Management
Iowa
$5.86K
VWWMG
246
Vermillion & White Wealth Management Group
Pennsylvania
$2.69K
MSFP
247
Mark Sheptoff Financial Planning
Connecticut
$1.96K +$1.99K +59 New
IWP
248
IAG Wealth Partners
Wisconsin
$1.73K
ZIMP
249
Zimmermann Investment Management & Planning
Pennsylvania
-$2.71M -81,488 Closed
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
-$1.7M -51,226 Closed