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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Summit Asset Management
Tennessee
$472K +$202K +5,526 +79%
ACA
227
Aptus Capital Advisors
Alabama
$466K
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$463K
AGWCA
229
Annis Gardner Whiting Capital Advisors
Florida
$414K +$38.6K +1,057 +11%
HWA
230
Heritage Wealth Architects
Minnesota
$408K +$182K +4,986 +85%
KA
231
Kovack Advisors
Florida
$405K +$109K +2,985 +38%
HP
232
Holistic Planning
Texas
$401K -$73.6K -2,014 -16%
Brown Advisory
233
Brown Advisory
Maryland
$393K +$157K +4,306 +70%
VC
234
Vicus Capital
Pennsylvania
$390K +$379K +10,352 New
RFA
235
Rollins Financial Advisors
New York
$390K +$24.6K +674 +7%
LCAM
236
London & Capital Asset Management
United Kingdom
$380K -$1.13K -31 -0.3%
MYIA
237
Mount Yale Investment Advisors
Colorado
$375K +$363K +9,941 New
VAS
238
Vestmark Advisory Solutions
Massachusetts
$375K +$363K +9,941 New
Fidelity Investments
239
Fidelity Investments
Massachusetts
$373K +$362K +9,898 New
TBC
240
Ted Buchan & Co
California
$367K -$12.8K -350 -3%
EGA
241
E&G Advisors
Texas
$362K +$351K +9,600 New
AQR Capital Management
242
AQR Capital Management
Connecticut
$354K
AIM
243
Advyzon Investment Management
Illinois
$348K +$71.4K +1,952 +27%
SI
244
Stephens Inc
Arkansas
$339K +$329K +9,000 New
WEG
245
World Equity Group
Illinois
$332K +$322K +8,817 New
ACA
246
Aspire Capital Advisors
Washington
$308K +$38.4K +1,050 +15%
AWP
247
Atlas Wealth Partners
Pennsylvania
$303K -$5.49K -150 -2%
HFS
248
Hopwood Financial Services
Virginia
$291K -$29.3K -800 -9%
NAS
249
NWF Advisory Services
California
$286K -$23.5K -642 -8%
KCM
250
KM Capital Management
Texas
$285K