TCAF icon

T. Rowe Price Capital Appreciation Equity ETF

273 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, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+21
Holders Change %
+8.33%
% of All Funds
3.66%
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
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
251
GPS Wealth Strategies Group
Colorado
$126K +$42.8K +1,212 +51%
FCG
252
Financial Connections Group
California
$123K
AAG
253
Accordant Advisory Group
Maryland
$122K +$122K +3,450 New
WW
254
Winnow Wealth
Texas
$122K +$122K +3,450 New
FFA
255
Farther Finance Advisors
California
$73.5K +$3.11K +88 +4%
AG
256
AmeriFlex Group
Nevada
$64.7K -$231K -6,595 -78%
GWM
257
Geneos Wealth Management
Colorado
$56.3K +$23.5K +665 +72%
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$44.1K +$1.45K +41 +3%
TIM
259
Tortoise Investment Management
New York
$35.8K
GWSA
260
Global Wealth Strategies & Associates
Colorado
$28.2K
PWA
261
Principia Wealth Advisory
Texas
$27.8K +$352 +10 +1%
LWMI
262
Legacy Wealth Management (Idaho)
Idaho
$23.9K
LIS
263
Legacy Investment Solutions
Idaho
$23.9K +$23.9K +677 New
BWL
264
Bogart Wealth LLC
Virginia
$17.6K
FPF
265
First Pacific Financial
Washington
$16.2K +$16.2K +459 New
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$13.8K -$13.6K -385 -50%
VWWMG
267
Vermillion & White Wealth Management Group
Pennsylvania
$9.63K +$1.52K +43 +19%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$8.22K +$8.22K +233 New
US Bancorp
269
US Bancorp
Minnesota
$7.8K +$7.8K +221 New
CIA
270
Cape Investment Advisory
Georgia
$4.87K
MSFP
271
Mark Sheptoff Financial Planning
Connecticut
$3.14K
IWP
272
IAG Wealth Partners
Wisconsin
$2.19K
FDW
273
Fourth Dimension Wealth
Ohio
$1.06K
CWC
274
Carolinas Wealth Consulting
North Carolina
-$7.34M -441,362 Closed
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
-$3.8M -117,615 Closed