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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$425K +$433K +11,575 +3,198%
KA
252
KLCM Advisors
Wisconsin
$387K -$39.3K -1,049 -9%
D.E. Shaw & Co
253
D.E. Shaw & Co
New York
$383K +$403K +10,757 New
ACA
254
Aspire Capital Advisors
Washington
$378K -$11.1K -297 -3%
EGA
255
E&G Advisors
Texas
$377K
HP
256
Holistic Planning
Texas
$376K
WEG
257
World Equity Group
Illinois
$365K +$16.2K +434 +4%
JWA
258
JFS Wealth Advisors
Pennsylvania
$365K -$93.6K -2,500 -20%
GM
259
GeoWealth Management
Illinois
$361K +$15.4K +412 +4%
PFA
260
Presper Financial Architects
Ohio
$347K -$506K -13,507 -58%
MYIA
261
Mount Yale Investment Advisors
Colorado
$343K
HFS
262
Hopwood Financial Services
Virginia
$334K +$15K +400 +4%
JCM
263
Jacobi Capital Management
Pennsylvania
$334K +$57.1K +1,525 +19%
IAIM
264
International Assets Investment Management
Florida
$313K +$26.1K +698 +9%
TBC
265
Ted Buchan & Co
California
$305K -$43K -1,150 -12%
GPWA
266
Gaddis Premier Wealth Advisors
Oklahoma
$304K +$81.6K +2,179 +34%
TAM
267
Titleist Asset Management
Texas
$297K +$313K +8,356 New
Brown Advisory
268
Brown Advisory
Maryland
$285K -$37.4K -1,000 -11%
AWP
269
Atlas Wealth Partners
Pennsylvania
$284K -$1.98K -53 -0.7%
NEPWA
270
New England Private Wealth Advisors
Massachusetts
$281K
DJFS
271
Dean Jacobson Financial Services
Texas
$269K +$283K +7,562 New
RFA
272
Rollins Financial Advisors
New York
$266K -$482K -12,870 -63%
PCS
273
Private Client Services
Kentucky
$264K +$12.8K +342 +5%
PFPG
274
Pinnacle Financial Partners (Georgia)
Georgia
$259K -$848K -22,665 -76%
LWM
275
LongView Wealth Management
Georgia
$256K -$603K -16,100 -71%