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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$720K +$134K +3,500 +23%
SAM
227
Summit Asset Management
Tennessee
$714K +$237K +6,187 +49%
HBW
228
Hazlett, Burt & Watson
West Virginia
$681K +$20K +522 +3%
GWA
229
Gutierrez Wealth Advisory
Arkansas
$675K +$3.26K +85 +0.5%
HWMO
230
Heritage Wealth Management (Ohio)
Ohio
$664K +$665K +17,361 New
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$659K -$2.32M -60,626 -78%
FWA
232
Flagship Wealth Advisors
Massachusetts
$636K
AI
233
Atria Investments
North Carolina
$613K +$306 +8 +0%
MC
234
McCarthy & Cox
Ohio
$608K -$38.9M -1,016,207 -98%
Renaissance Technologies
235
Renaissance Technologies
New York
$608K -$1.29M -33,600 -68%
B
236
Bensler
Washington
$580K +$102K +2,656 +21%
JKA
237
Jones Kertz & Associates
Minnesota
$575K +$576K +15,047 New
BCA
238
Bay Colony Advisors
Massachusetts
$573K +$83.2K +2,172 +17%
AGWCA
239
Annis Gardner Whiting Capital Advisors
Florida
$561K +$142K +3,694 +34%
ATC
240
Argent Trust Co
Tennessee
$557K +$4.98K +130 +0.9%
RBFC
241
Roman Butler Fullerton & Co
Missouri
$550K +$2.95K +77 +0.5%
MIM
242
Macroview Investment Management
Maryland
$499K -$120K -3,130 -19%
JWA
243
JFS Wealth Advisors
Pennsylvania
$487K
ACA
244
Aptus Capital Advisors
Alabama
$473K +$345 +9 +0.1%
KA
245
Kovack Advisors
Florida
$471K +$60.8K +1,587 +15%
GWANC
246
Guardian Wealth Advisors (North Carolina)
North Carolina
$470K +$345 +9 +0.1%
KA
247
KLCM Advisors
Wisconsin
$456K +$457K +11,935 New
HWA
248
Heritage Wealth Architects
Minnesota
$426K +$9.31K +243 +2%
ACA
249
Aspire Capital Advisors
Washington
$418K +$105K +2,754 +34%
EGA
250
E&G Advisors
Texas
$405K +$38.3K +1,000 +10%