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T. Rowe Price Capital Appreciation Equity ETF

357 hedge funds and large institutions have $5.39B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 123 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 123

21% more capital invested

Capital invested by funds: $4.47B → $5.39B (+$921M)

8% more funds holding

Funds holding: 330357 (+27)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0% less ownership

Funds ownership: 72.86%72.86% (-0%)

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
4.31%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
42
Increased
149
Reduced
123
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
301
Confluence Wealth Services
Pennsylvania
$283K +$2.41K +61 +0.9%
PCS
302
Private Client Services
Kentucky
$281K -$22.9K -580 -8%
EWA
303
EverSource Wealth Advisors
Alabama
$280K
SFG
304
SNS Financial Group
Minnesota
$268K +$257K +6,510 New
SWA
305
Sax Wealth Advisors
New Jersey
$260K +$79.2K +2,004 +38%
LA
306
Latitude Advisors
Florida
$253K +$243K +6,145 New
OWA
307
OakTrust Wealth Advisors
Connecticut
$252K +$243K +6,136 New
PCG
308
Prosperity Consulting Group
Maryland
$252K
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$247K +$237K +6,000 New
GF
310
GGM Financials
Ohio
$244K -$30.2K -765 -11%
SB
311
Strategic Blueprint
Georgia
$244K
SIC
312
Sigma Investment Counselors
Michigan
$240K +$231K +5,841 New
CMAI
313
Capital Management Associates Inc
Minnesota
$234K
MWM
314
Meridian Wealth Management
Kentucky
$231K -$49.4K -1,250 -18%
SIAP
315
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$226K +$217K +5,500 New
VPP
316
Vertex Planning Partners
Illinois
$225K +$216K +5,470 New
IA
317
Integrity Alliance
Iowa
$221K -$10.7K -271 -5%
RWM
318
Reston Wealth Management
Virginia
$210K +$202K +5,104 New
GWM
319
Geneos Wealth Management
Colorado
$203K +$70.5K +1,783 +57%
MCM
320
MidAtlantic Capital Management
Virginia
$202K +$194K +4,905 New
CA
321
Continuum Advisory
Idaho
$197K +$189K +4,783 New
APFP
322
Action Point Financial Planning
Michigan
$178K +$171K +4,324 New
EWA
323
EP Wealth Advisors
California
$143K +$138K +3,479 New
RDFA
324
Ritter Daniher Financial Advisory
Ohio
$134K -$12.6K -320 -9%
MS
325
Monetary Solutions
Ohio
$129K

TCAF Hedge Fund Activity: Q2 2026 in Review

357 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q2 2026, worth a combined $5.39B — up 21% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TCAF positions and 11 closed out — a net gain of 31 holders — while 149 added to existing stakes and 123 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $70.2M. The largest seller was Modern Wealth Management, cutting an estimated $44.7M.

  • 357 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q2 2026, up from 330 in Q1 2026.
  • Funds reported $5.39B of T. Rowe Price Capital Appreciation Equity ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 42 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q2 2026 and 11 closed out, a net change of +31 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q2 2026 was T. Rowe Price Associates, an estimated $70.2M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q2 2026 was Modern Wealth Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2026.