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T. Rowe Price Capital Appreciation Equity ETF

272 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
3.65%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
39
Increased
158
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWSG
251
GPS Wealth Strategies Group
Colorado
$126K 3,573 +1,212 +51%
FCG
252
Financial Connections Group
California
$123K 3,501
AAG
253
Accordant Advisory Group
Maryland
$122K 3,450 +3,450 New
WW
254
Winnow Wealth
Texas
$122K 3,450 +3,450 New
FFA
255
Farther Finance Advisors
California
$73.5K 2,083 +88 +4%
AG
256
AmeriFlex Group
Nevada
$64.7K 1,850 -6,595 -78%
GWM
257
Geneos Wealth Management
Colorado
$56.3K 1,595 +665 +72%
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$44.1K 1,250 +41 +3%
TIM
259
Tortoise Investment Management
New York
$35.8K 1,014
GWSA
260
Global Wealth Strategies & Associates
Colorado
$28.2K 800
PWA
261
Principia Wealth Advisory
Texas
$27.8K 790 +10 +1%
LWMI
262
Legacy Wealth Management (Idaho)
Idaho
$23.9K 677
LIS
263
Legacy Investment Solutions
Idaho
$23.9K 677 +677 New
BWL
264
Bogart Wealth LLC
Virginia
$17.6K 500
FPF
265
First Pacific Financial
Washington
$16.2K 459 +459 New
VWWMG
266
Vermillion & White Wealth Management Group
Pennsylvania
$9.63K 273 +43 +19%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$8.22K 233 +233 New
US Bancorp
268
US Bancorp
Minnesota
$7.8K 221 +221 New
CIA
269
Cape Investment Advisory
Georgia
$4.87K 138
MSFP
270
Mark Sheptoff Financial Planning
Connecticut
$3.14K 89
IWP
271
IAG Wealth Partners
Wisconsin
$2.19K 62
FDW
272
Fourth Dimension Wealth
Ohio
$1.06K 30
CWC
273
Carolinas Wealth Consulting
North Carolina
-441,362 Closed
GF
274
GGM Financials
Ohio
-20,185 Closed
PWA
275
PCG Wealth Advisors
Kansas
-19,728 Closed