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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
276
Bond & Devick Financial Network
Minnesota
$255K
SPIA
277
Steward Partners Investment Advisory
New York
$249K -$19.6K -524 -7%
MWM
278
Meridian Wealth Management
Kentucky
$244K +$42.4K +1,133 +20%
CWS
279
Confluence Wealth Services
Pennsylvania
$243K +$936 +25 +0.4%
MCM
280
Marathon Capital Management
Maryland
$243K
EWA
281
EverSource Wealth Advisors
Alabama
$243K
FFA
282
Farther Finance Advisors
California
$243K -$13.8K -370 -5%
GF
283
GGM Financials
Ohio
$239K
HSA
284
HBK Sorce Advisory
Pennsylvania
$239K +$8.61K +230 +4%
NAS
285
NWF Advisory Services
California
$229K -$3.59K -96 -1%
AAS
286
Ameritas Advisory Services
Nebraska
$226K
Citadel Advisors
287
Citadel Advisors
Florida
$223K +$234K +6,263 New
AssetMark Inc
288
AssetMark Inc
California
$221K +$6.85K +183 +3%
PCG
289
Prosperity Consulting Group
Maryland
$218K +$17.1K +457 +8%
RA
290
RFG Advisory
Alabama
$214K +$225K +6,012 New
SB
291
Strategic Blueprint
Georgia
$211K +$222K +5,927 New
BCM
292
Brookstone Capital Management
Illinois
$205K +$215K +5,757 New
SWA
293
Sax Wealth Advisors
New Jersey
$203K
CMAI
294
Capital Management Associates Inc
Minnesota
$202K
IA
295
Integrity Alliance
Iowa
$201K +$212K +5,652 New
IA
296
IFG Advisory
Georgia
$157K -$12.7M -339,700 -99%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$137K -$22.2K -592 -13%
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$127K -$936 -25 -0.7%
FCG
299
Financial Connections Group
California
$124K
GWM
300
Geneos Wealth Management
Colorado
$112K +$31.8K +850 +37%