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T. Rowe Price Capital Appreciation Equity ETF

166 hedge funds and large institutions have $864M invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
166
Holders Change
+43
Holders Change %
+34.96%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
51
Increased
90
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.22M 238,704 +160,302 +204%
EB
27
Eastern Bank
Massachusetts
$6.92M 229,069 +229,069 New
Renaissance Technologies
28
Renaissance Technologies
New York
$6.85M 226,700 +162,850 +255%
PWP
29
Principle Wealth Partners
Connecticut
$6.62M 219,050 +40,109 +22%
RWA
30
Redhawk Wealth Advisors
Minnesota
$6.33M 209,467 -5,418 -3%
4WM
31
4J Wealth Management
Virginia
$6.19M 204,651 +11,193 +6%
WCAMG
32
Woodard & Company Asset Management Group
North Carolina
$5.88M 194,433 +48,556 +33%
GRP
33
Global Retirement Partners
California
$5.68M 187,817 +5,254 +3%
PCM
34
Parsons Capital Management
Rhode Island
$5.68M 187,783 +16,595 +10%
GWA
35
GGM Wealth Advisors
Maryland
$5.6M 185,863 +167,910 +935%
RJA
36
Raymond James & Associates
Florida
$5.55M 183,569 +153,326 +507%
NWMG
37
National Wealth Management Group
Ohio
$5.49M 181,631 +122,468 +207%
MML Investors Services
38
MML Investors Services
Massachusetts
$5.18M 171,348 -2,960 -2%
SHJ
39
Sharkey, Howes & Javer
Colorado
$4.81M 159,094 -172 -0.1%
MIM
40
MTM Investment Management
South Carolina
$4.32M 142,916 +800 +0.6%
PAG
41
Private Advisor Group
New Jersey
$4.18M 138,371 +76,659 +124%
Stifel Financial
42
Stifel Financial
Missouri
$3.98M 131,636 +63,171 +92%
KFGK
43
Keystone Financial Group (Kentucky)
Kentucky
$3.74M 123,606 +34,260 +38%
OBWG
44
Onyx Bridge Wealth Group
New York
$3.47M 117,456 +98,611 +523%
FSA
45
Financial Security Advisor
Virginia
$3.45M 114,051 +25,115 +28%
GSIAS
46
Garden State Investment Advisory Services
New Jersey
$3.44M 113,893 +44,825 +65%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.22M 106,661 +8,339 +8%
OIA
48
OneDigital Investment Advisors
Kansas
$3.2M 105,751 +68,782 +186%
CIAS
49
Capital Investment Advisory Services
North Carolina
$3.19M 105,479 +14,897 +16%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$3.17M 105,022 +43,490 +71%