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T. Rowe Price Capital Appreciation Equity ETF

293 hedge funds and large institutions have $4.16B 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, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Marathon Capital Management
Maryland
$257K
CWS
252
Confluence Wealth Services
Pennsylvania
$250K
NEWAS
253
N.E.W. Advisory Services
Wisconsin
$246K
JCM
254
Jacobi Capital Management
Pennsylvania
$244K
PFG
255
Pacific Financial Group
Washington
$228K
AssetMark Inc
256
AssetMark Inc
California
$226K
HSA
257
HBK Sorce Advisory
Pennsylvania
$226K
BDFN
258
Bond & Devick Financial Network
Minnesota
$220K
CMAI
259
Capital Management Associates Inc
Minnesota
$219K
PCG
260
Prosperity Consulting Group
Maryland
$214K
VPP
261
Vertex Planning Partners
Illinois
$206K
SWP
262
Strategic Wealth Partners
Ohio
$205K
MWM
263
Meridian Wealth Management
Kentucky
$204K
FFA
264
Farther Finance Advisors
California
$172K
GF
265
GGM Financials
Ohio
$171K
AAG
266
Accordant Advisory Group
Maryland
$168K
AAS
267
Ameritas Advisory Services
Nebraska
$151K
SPIA
268
Steward Partners Investment Advisory
New York
$150K
GWSG
269
GPS Wealth Strategies Group
Colorado
$145K
FCG
270
Financial Connections Group
California
$131K
AG
271
AmeriFlex Group
Nevada
$128K
WANY
272
Wealthspire Advisors (New York)
New York
$97.9K
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$85.2K
GWM
274
Geneos Wealth Management
Colorado
$75.2K
RFP
275
Root Financial Partners
California
$52.4K