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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
RFP
276
Root Financial Partners
California
$52.4K +$50.9K +1,391 New
GJIA
277
Glass Jacobson Investment Advisors
Maryland
$47.1K
BTI
278
Blue Trust Inc
Georgia
$46.7K +$45.3K +1,240 New
TIM
279
Tortoise Investment Management
New York
$38.2K
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$35.8K +$34.7K +950 New
GWSA
281
Global Wealth Strategies & Associates
Colorado
$30.2K
PWA
282
Principia Wealth Advisory
Texas
$27.5K -$2.19K -60 -8%
TWD
283
True Wealth Design
Ohio
$25.8K +$25K +684 New
LWMI
284
Legacy Wealth Management (Idaho)
Idaho
$25.5K
FGAM
285
Financial Gravity Asset Management
Texas
$24.7K +$23.9K +654 New
AFWM
286
Abich Financial Wealth Management
Virginia
$21K +$20.3K +556 New
BWL
287
Bogart Wealth LLC
Virginia
$18.9K
HFS
288
Hantz Financial Services
Michigan
$14K +$13.2K +362 New
VWWMG
289
Vermillion & White Wealth Management Group
Pennsylvania
$12.1K +$1.75K +48 +18%
US Bancorp
290
US Bancorp
Minnesota
$8.33K
KFP
291
Kerr Financial Planning
California
$3.84K +$3.66K +100 New
SGK
292
Steigerwald Gordon & Koch
Virginia
$3.77K +$3.66K +100 New
CIA
293
Cape Investment Advisory
Georgia
$3.32K -$1.83K -50 -36%
IWP
294
IAG Wealth Partners
Wisconsin
$2.34K
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$1.7K +$1.65K +45 New
DT
296
Diversified Trust
Tennessee
-$3.17M -89,748 Closed
Envestnet Portfolio Solutions
297
Envestnet Portfolio Solutions
Illinois
-$1.04M -29,395 Closed
AAS
298
Annex Advisory Services
Wisconsin
-$287K -8,121 Closed
D.E. Shaw & Co
299
D.E. Shaw & Co
New York
-$277K -7,856 Closed
SB
300
Strategic Blueprint
Georgia
-$237K -6,725 Closed