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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
CW
276
CreativeOne Wealth
Kansas
$258K +$259K +6,750 New
GF
277
GGM Financials
Ohio
$257K +$83.1K +2,170 +48%
LWA
278
Lantern Wealth Advisors
New York
$256K +$257K +6,701 New
PI
279
PFG Investments
New York
$255K +$256K +6,674 New
NAS
280
NWF Advisory Services
California
$250K -$40K -1,043 -14%
GPWA
281
Gaddis Premier Wealth Advisors
Oklahoma
$243K +$244K +6,362 New
AAS
282
Ameritas Advisory Services
Nebraska
$243K +$90.1K +2,352 +59%
PFG
283
Pacific Financial Group
Washington
$233K +$1.15K +30 +0.5%
AssetMark Inc
284
AssetMark Inc
California
$230K +$651 +17 +0.3%
MWM
285
Meridian Wealth Management
Kentucky
$219K +$12.6K +330 +6%
CMAI
286
Capital Management Associates Inc
Minnesota
$217K -$4.98K -130 -2%
PCG
287
Prosperity Consulting Group
Maryland
$217K
HSA
288
HBK Sorce Advisory
Pennsylvania
$215K -$8.35K -218 -4%
SIAP
289
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K +$211K +5,500 New
VPP
290
Vertex Planning Partners
Illinois
$209K +$383 +10 +0.2%
OPA
291
Old Port Advisors
Maine
$206K +$206K +5,390 New
GIA
292
Gladstone Institutional Advisory
Florida
$206K +$206K +5,384 New
SWA
293
Sax Wealth Advisors
New Jersey
$203K +$203K +5,300 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$170K -$209K -5,446 -55%
MCM
295
MidAtlantic Capital Management
Virginia
$151K +$151K +3,949 New
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$140K +$53.5K +1,397 +62%
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$138K +$138K +3,600 New
FCG
298
Financial Connections Group
California
$133K +$77 +2 +0.1%
MS
299
Monetary Solutions
Ohio
$99.6K +$99.8K +2,605 New
GWM
300
Geneos Wealth Management
Colorado
$88.1K +$11.9K +310 +16%