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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

48 hedge funds and large institutions have $123M invested in T. Rowe Price Capital Appreciation Equity ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
48
Holders Change
+37
Holders Change %
+336.36%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
8
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$32.5M
2
PWC
2
PYA Waltman Capital
Tennessee
$12.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.8M
4
CA
4
Cornerstone Advisory
Maryland
$7.52M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.32M

Top Sellers

1
Jane Street
1
Jane Street
New York
$684K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$286K
Name Market Value Shares Shares
Change 		Shares
Change %
TBC
26
Ted Buchan & Co
California
$564K 22,713 +2,706 +14%
WCG
27
Weaver Consulting Group
California
$513K 20,691 +20,691 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$510K 20,563 +20,563 New
NCM
29
NCM Capital Management
New Jersey
$487K 19,617 +19,617 New
AFP
30
Ausdal Financial Partners
Iowa
$450K 18,151 +18,151 New
PAG
31
Private Advisor Group
New Jersey
$426K 17,161 +17,161 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$422K 16,991 +8,028 +90%
SEP
33
Southland Equity Partners
Missouri
$367K 14,777 +14,777 New
SWA
34
Stratos Wealth Advisors
Ohio
$357K 14,382 +14,382 New
MAM
35
McCarthy Asset Management
California
$347K 13,998 +6,011 +75%
TWM
36
Tanglewood Wealth Management
Texas
$319K 12,876 +12,876 New
4WM
37
4J Wealth Management
Virginia
$316K 12,755 +12,755 New
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$310K 12,480 +12,480 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$286K 11,517 -12 -0.1%
CIAS
40
Capital Investment Advisory Services
North Carolina
$226K 9,104 +9,104 New
Mariner
41
Mariner
Kansas
$202K 8,125 +8,125 New
AF
42
Advisornet Financial
Minnesota
$78.8K 3,175 +3,175 New
FCG
43
Financial Connections Group
California
$74K 3,000 +3,000 New
SCA
44
Stonebridge Capital Advisors
Minnesota
$60.8K 2,450 +2,450 New
PA
45
Parallel Advisors
California
$50K 2,015 +2,015 New
CFD
46
Creative Financial Designs
Indiana
$49.6K 2,000 +2,000 New
HIA
47
Harbor Investment Advisory
Maryland
$44.5K 1,795 +1,795 New
CAL
48
Capital Analysts LLC
Pennsylvania
$1K 25 +25 New
KAS
49
Kestra Advisory Services
Texas
– – -25,085 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2