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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
251
Holistic Planning
Texas
$404K -$2.87K -75 -0.7%
LCAM
252
London & Capital Asset Management
United Kingdom
$386K +$1.19K +31 +0.3%
WEG
253
World Equity Group
Illinois
$376K +$38.7K +1,011 +11%
TBC
254
Ted Buchan & Co
California
$372K
GM
255
GeoWealth Management
Illinois
$371K +$372K +9,719 New
SI
256
Stephens Inc
Arkansas
$369K +$25.3K +660 +7%
MYIA
257
Mount Yale Investment Advisors
Colorado
$368K -$11.8K -307 -3%
VAS
258
Vestmark Advisory Solutions
Massachusetts
$368K -$11.8K -307 -3%
AQR Capital Management
259
AQR Capital Management
Connecticut
$359K
Brown Advisory
260
Brown Advisory
Maryland
$344K -$54.9K -1,433 -14%
HFS
261
Hopwood Financial Services
Virginia
$344K +$48.8K +1,275 +17%
AAG
262
Accordant Advisory Group
Maryland
$327K +$157K +4,100 +92%
BFS
263
Boyer Financial Services
California
$312K +$313K +8,174 New
SFGM
264
Stonebridge Financial Group (Missouri)
Missouri
$310K +$311K +8,124 New
IAIM
265
International Assets Investment Management
Florida
$308K +$308K +8,048 New
AWP
266
Atlas Wealth Partners
Pennsylvania
$307K +$38 +1 +0%
NEPWA
267
New England Private Wealth Advisors
Massachusetts
$302K +$303K +7,900 New
JCM
268
Jacobi Capital Management
Pennsylvania
$300K +$53.2K +1,388 +21%
SPIA
269
Steward Partners Investment Advisory
New York
$288K +$136K +3,541 +89%
FFA
270
Farther Finance Advisors
California
$274K +$99.1K +2,588 +57%
BDFN
271
Bond & Devick Financial Network
Minnesota
$274K +$50.2K +1,310 +22%
PCS
272
Private Client Services
Kentucky
$270K +$1.34K +35 +0.5%
MCM
273
Marathon Capital Management
Maryland
$261K
EWA
274
EverSource Wealth Advisors
Alabama
$261K +$261K +6,820 New
CWS
275
Confluence Wealth Services
Pennsylvania
$260K +$6.05K +158 +2%