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T. Rowe Price Capital Appreciation Equity ETF

252 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
226
Kovack Advisors
Florida
$222K +$222K +6,879 New
UAG
227
United Advisor Group
Ohio
$210K +$210K +6,510 New
FCG
228
Financial Connections Group
California
$113K
SPIA
229
Steward Partners Investment Advisory
New York
$104K -$16.1K -500 -13%
NCM
230
Northwest Capital Management
Oregon
$97.7K
GWSG
231
GPS Wealth Strategies Group
Colorado
$76.2K -$38.1K -1,181 -33%
FFA
232
Farther Finance Advisors
California
$64.6K +$55.6K +1,715 +613%
PMFA
233
Plante Moran Financial Advisors
Michigan
$55.1K +$55.1K +1,707 New
GJIA
234
Glass Jacobson Investment Advisors
Maryland
$40.2K
CA
235
CoreCap Advisors
Michigan
$37.3K +$37.3K +1,154 New
TIM
236
Tortoise Investment Management
New York
$32.7K
GWM
237
Geneos Wealth Management
Colorado
$30K +$30K +930 New
WT
238
Washington Trust
Rhode Island
$28.2K
GWSA
239
Global Wealth Strategies & Associates
Colorado
$25.8K
PWA
240
Principia Wealth Advisory
Texas
$24.6K +$788 +25 +3%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$22.5K -$5.94K -205 -21%
LWMI
242
Legacy Wealth Management (Idaho)
Idaho
$21.9K
AssetMark Inc
243
AssetMark Inc
California
$18.4K +$18.4K +570 New
BWL
244
Bogart Wealth LLC
Virginia
$16.1K -$48.4K -1,500 -75%
BTI
245
Blue Trust Inc
Georgia
$9.65K +$9.65K +299 New
HBW
246
Hazlett, Burt & Watson
West Virginia
$9K +$9K +270 New
VWWMG
247
Vermillion & White Wealth Management Group
Pennsylvania
$7.42K +$4.81K +149 +184%
ME
248
McIlrath & Eck
Washington
$6.65K
CIA
249
Cape Investment Advisory
Georgia
$4.46K +$4.46K +138 New
MSFP
250
Mark Sheptoff Financial Planning
Connecticut
$2.87K +$968 +30 +51%