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T. Rowe Price Capital Appreciation Equity ETF
TCAF
TCAF
248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
444% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 9
358% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 33
123% more capital invested
Capital invested by funds: $1.5B → $3.36B (+$1.86B)
44% more funds holding in top 10
Funds holding in top 10: 18 → 26 (+8)
16% more funds holding
Funds holding: 213 → 248 (+35)
1.51% more ownership
Funds ownership: 64.5% → 66.01% (+1.5%)
Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$78.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$67.3M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$19.5M |
| 4 |
MC
McCarthy & Cox
Marysville,
Ohio
|
+$19.4M |
| 5 |
Morgan Stanley
New York
|
+$15.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
251
Pinnacle Wealth Management
Roseville,
California
| – | -$535K | -16,095 | Closed |
|
|
BFWM
252
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$361K | -10,814 | Closed |
|
|
GKWIM
253
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$317K | -9,535 | Closed |
|
|
WCAMG
254
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$205K | -6,163 | Closed |
|
|
KFP
255
Keener Financial Planning
Keller,
Texas
| – | -$49K | -1,493 | Closed |
|
256
AssetMark Inc
Concord,
California
| – | -$48.4K | -1,457 | Closed |
|
|
S
257
SignatureFD
Atlanta,
Georgia
| – | -$2.49K | -75 | Closed |
|