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T. Rowe Price Capital Appreciation Equity ETF

254 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, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01%71.75% (+5.7%)

2% more funds holding

Funds holding: 248254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hopwood Financial Services
Virginia
$227K +$28.5K +850 +14%
SAM
227
Summit Asset Management
Tennessee
$225K -$2.68K -80 -1%
KA
228
Kovack Advisors
Florida
$222K +$231K +6,879 New
UAG
229
United Advisor Group
Ohio
$210K +$218K +6,510 New
FCG
230
Financial Connections Group
California
$113K
SPIA
231
Steward Partners Investment Advisory
New York
$104K -$16.8K -500 -13%
NCM
232
Northwest Capital Management
Oregon
$97.7K
GWSG
233
GPS Wealth Strategies Group
Colorado
$76.2K -$39.6K -1,181 -33%
FFA
234
Farther Finance Advisors
California
$64.6K +$57.5K +1,715 +613%
PMFA
235
Plante Moran Financial Advisors
Michigan
$55.1K +$57.2K +1,707 New
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$40.2K
CA
237
CoreCap Advisors
Michigan
$37.3K +$38.7K +1,154 New
TIM
238
Tortoise Investment Management
New York
$32.7K
GWM
239
Geneos Wealth Management
Colorado
$30K +$31.2K +930 New
WT
240
Washington Trust
Rhode Island
$28.2K
GWSA
241
Global Wealth Strategies & Associates
Colorado
$25.8K
PWA
242
Principia Wealth Advisory
Texas
$24.6K +$838 +25 +3%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$22.5K -$6.87K -205 -21%
LWMI
244
Legacy Wealth Management (Idaho)
Idaho
$21.9K
AssetMark Inc
245
AssetMark Inc
California
$18.4K +$19.1K +570 New
BWL
246
Bogart Wealth LLC
Virginia
$16.1K -$50.3K -1,500 -75%
BTI
247
Blue Trust Inc
Georgia
$9.65K +$10K +299 New
HBW
248
Hazlett, Burt & Watson
West Virginia
$9K +$9.05K +270 New
VWWMG
249
Vermillion & White Wealth Management Group
Pennsylvania
$7.42K +$5K +149 +184%
ME
250
McIlrath & Eck
Washington
$6.65K

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.