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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
MS
301
Monetary Solutions
Ohio
$111K +$19.7K +525 +20%
RF
302
Rossby Financial
Florida
$109K +$61.4K +1,639 +117%
AAG
303
Accordant Advisory Group
Maryland
$106K -$208K -5,561 -65%
AG
304
AmeriFlex Group
Nevada
$60.2K
CFM
305
Cornerstone Financial Management
Massachusetts
$56.6K
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$54.5K
RFP
307
Root Financial Partners
California
$45.4K -$4.3K -115 -8%
BTI
308
Blue Trust Inc
Georgia
$44.1K
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$41K
BlackRock
310
BlackRock
New York
$35.6K
GWSA
311
Global Wealth Strategies & Associates
Colorado
$26.7K
LWMI
312
Legacy Wealth Management (Idaho)
Idaho
$24.1K
FGAM
313
Financial Gravity Asset Management
Texas
$23.3K
PWA
314
Physician Wealth Advisors
Utah
$21.4K +$22.5K +600 New
AWM
315
Abound Wealth Management
Tennessee
$21.2K +$22.3K +596 New
BWL
316
Bogart Wealth LLC
Virginia
$17.8K
HFS
317
Hantz Financial Services
Michigan
$13K
LFG
318
Larson Financial Group
Missouri
$9.61K +$10.1K +270 New
TCM
319
Tradewinds Capital Management
Washington
$8.76K +$9.21K +246 New
TSMHT
320
Thurston Springer Miller Herd & Titak
Indiana
$7.12K
KFP
321
Kerr Financial Planning
California
$3.89K -$3.74K -100 -50%
SGK
322
Steigerwald Gordon & Koch
Virginia
$3.56K
IWP
323
IAG Wealth Partners
Wisconsin
$2.21K
VAI
324
Vanguard Advisers Inc
Pennsylvania
$1.78K +$1.87K +50 New
National Bank of Canada
325
National Bank of Canada
Quebec, Canada
$1.6K