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T. Rowe Price Capital Appreciation Equity ETF

288 hedge funds and large institutions have $4.15B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
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
GWSA
276
Global Wealth Strategies & Associates
Colorado
$30.2K
TWD
277
True Wealth Design
Ohio
$25.8K
LWMI
278
Legacy Wealth Management (Idaho)
Idaho
$25.5K
FGAM
279
Financial Gravity Asset Management
Texas
$24.7K
AFWM
280
Abich Financial Wealth Management
Virginia
$21K
BWL
281
Bogart Wealth LLC
Virginia
$18.9K
HFS
282
Hantz Financial Services
Michigan
$14K
VWWMG
283
Vermillion & White Wealth Management Group
Pennsylvania
$12.1K
US Bancorp
284
US Bancorp
Minnesota
$8.33K
KFPC
285
KERR FINANCIAL PLANNING Corp
California
$3.84K
SGK
286
Steigerwald Gordon & Koch
Virginia
$3.77K
IWP
287
IAG Wealth Partners
Wisconsin
$2.34K
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$1.7K
DT
289
Diversified Trust
Tennessee
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
AAS
291
Annex Advisory Services
Wisconsin
D.E. Shaw & Co
292
D.E. Shaw & Co
New York
SB
293
Strategic Blueprint
Georgia
XT
294
XTX Topco
Cayman Islands
AIA
295
AssuredPartners Investment Advisors
Florida
WW
296
Winnow Wealth
Texas
FPF
297
First Pacific Financial
Washington
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
MSFP
299
Mark Sheptoff Financial Planning
Connecticut
FDW
300
Fourth Dimension Wealth
Ohio