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T. Rowe Price Capital Appreciation Equity ETF

254 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01%71.75% (+5.7%)

2% more funds holding

Funds holding: 248254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Cape Investment Advisory
Georgia
$4.46K +$4.63K +138 New
MSFP
252
Mark Sheptoff Financial Planning
Connecticut
$2.87K +$1.01K +30 +51%
IWP
253
IAG Wealth Partners
Wisconsin
$2K +$335 +10 +19%
FDW
254
Fourth Dimension Wealth
Ohio
$968 +$1.01K +30 New
AAG
255
Accordant Advisory Group
Maryland
-$9.62M -289,212 Closed
VAM
256
Verity Asset Management
North Carolina
-$4.02M -121,491 Closed
CGH
257
CMG Global Holdings
Texas
-$3.38M -98,162 Closed
Renaissance Technologies
258
Renaissance Technologies
New York
-$3.12M -93,900 Closed
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
-$1.68M -50,399 Closed
IAA
260
Independent Advisor Alliance
North Carolina
-$1.63M -49,117 Closed
Jane Street
261
Jane Street
New York
-$1.4M -42,029 Closed
WEG
262
World Equity Group
Illinois
-$1.37M -41,064 Closed
Goldman Sachs
263
Goldman Sachs
New York
-$685K -20,582 Closed
FCH
264
Freestone Capital Holdings
Washington
-$562K -16,890 Closed
CFGS
265
Concourse Financial Group Securities
Alabama
-$442K -12,824 Closed
PFWA
266
Paces Ferry Wealth Advisors
Georgia
-$297K -8,938 Closed
CWM
267
Congress Wealth Management
Massachusetts
-$242K -7,284 Closed
PFG
268
Pacific Financial Group
Washington
-$202K -6,057 Closed
MCM
269
MidAtlantic Capital Management
Virginia
-$153K -4,611 Closed
TRCT
270
Tower Research Capital (TRC)
New York
-$39.3K -1,182 Closed
PIS
271
POM Investment Strategies
North Carolina
-$22.6K -679 Closed
CFD
272
Creative Financial Designs
Indiana
-$20.2K -608 Closed
US Bancorp
273
US Bancorp
Minnesota
-$14.8K -444 Closed
JP Morgan Chase
274
JP Morgan Chase
New York
-$8.78K -264 Closed
IHWM
275
Iron Horse Wealth Management
Iowa
-$5.86K -176 Closed

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.