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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Private Client Services
Kentucky
$265K -$50.6K -1,383 -16%
MCM
252
Marathon Capital Management
Maryland
$257K -$71.3K -1,950 -22%
CWS
253
Confluence Wealth Services
Pennsylvania
$250K +$1.02K +28 +0.4%
NEWAS
254
N.E.W. Advisory Services
Wisconsin
$246K -$809K -22,123 -77%
JCM
255
Jacobi Capital Management
Pennsylvania
$244K +$236K +6,460 New
PFG
256
Pacific Financial Group
Washington
$228K
AssetMark Inc
257
AssetMark Inc
California
$226K +$219K +5,998 New
HSA
258
HBK Sorce Advisory
Pennsylvania
$226K +$217K +5,932 New
BDFN
259
Bond & Devick Financial Network
Minnesota
$220K
CMAI
260
Capital Management Associates Inc
Minnesota
$219K
PCG
261
Prosperity Consulting Group
Maryland
$214K +$207K +5,669 New
VPP
262
Vertex Planning Partners
Illinois
$206K +$200K +5,460 New
SWP
263
Strategic Wealth Partners
Ohio
$205K +$199K +5,443 New
MWM
264
Meridian Wealth Management
Kentucky
$204K +$197K +5,398 New
FFA
265
Farther Finance Advisors
California
$172K +$91K +2,488 +119%
GF
266
GGM Financials
Ohio
$171K +$166K +4,544 New
AAG
267
Accordant Advisory Group
Maryland
$168K +$36.6K +1,000 +29%
AAS
268
Ameritas Advisory Services
Nebraska
$151K -$34.3K -939 -19%
SPIA
269
Steward Partners Investment Advisory
New York
$150K +$12.4K +339 +9%
GWSG
270
GPS Wealth Strategies Group
Colorado
$145K +$9.54K +261 +7%
FCG
271
Financial Connections Group
California
$131K
AG
272
AmeriFlex Group
Nevada
$128K +$56.1K +1,534 +83%
WANY
273
Wealthspire Advisors (New York)
New York
$97.9K +$95K +2,598 New
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$85.2K +$68.3K +1,868 +478%
GWM
275
Geneos Wealth Management
Colorado
$75.2K +$14.6K +400 +25%