TCAF icon

T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

203 hedge funds and large institutions have $1.11B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
203
Holders Change
+37
Holders Change %
+22.29%
% of All Funds
2.95%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
44
Increased
118
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$78.2M
2
LPL Financial
2
LPL Financial
California
$106M
3
TI
3
TTP Investments
California
$30.9M
4
LFAS
4
Level Four Advisory Services
Texas
$19.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
LODC
1
Lanham O'Dell & Company
West Virginia
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$43.2M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$1.26M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.38M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
26
Arcus Capital Partners
Georgia
$9.97M 317,511 +4,414 +1%
Stifel Financial
27
Stifel Financial
Missouri
$9.75M 310,398 +178,762 +136%
PCM
28
Parsons Capital Management
Rhode Island
$8.2M 261,021 +73,238 +39%
PAG
29
Private Advisor Group
New Jersey
$8.15M 259,364 +120,993 +87%
AAG
30
Accordant Advisory Group
Maryland
$7.92M 252,201 +3,197 +1%
PWP
31
Principle Wealth Partners
Connecticut
$7.84M 249,697 +30,647 +14%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$7.21M 229,691 +124,669 +119%
EB
33
Eastern Bank
Massachusetts
$7.21M 229,431 +362 +0.2%
GWA
34
GGM Wealth Advisors
Maryland
$7.12M 226,831 +40,968 +22%
4WM
35
4J Wealth Management
Virginia
$6.7M 213,439 +8,788 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$6.11M 194,655 -125,173 -39%
NWMG
37
National Wealth Management Group
Ohio
$6.09M 193,873 +12,242 +7%
GRP
38
Global Retirement Partners
California
$6M 191,109 +3,292 +2%
CWC
39
Carolinas Wealth Consulting
North Carolina
$5.98M 366,789 +89,233 +32%
Renaissance Technologies
40
Renaissance Technologies
New York
$5.31M 169,133 -57,567 -25%
OIA
41
OneDigital Investment Advisors
Kansas
$5.21M 166,019 +60,268 +57%
AWS
42
Atria Wealth Solutions
New York
$5.08M 161,769 +119,777 +285%
GSIAS
43
Garden State Investment Advisory Services
New Jersey
$5.08M 161,719 +47,826 +42%
MMA
44
Miracle Mile Advisors
California
$5.02M 159,962 +84,157 +111%
SHJ
45
Sharkey, Howes & Javer
Colorado
$5M 159,094 – –
OBWG
46
Onyx Bridge Wealth Group
New York
$4.98M 158,447 +40,991 +35%
MIM
47
MTM Investment Management
South Carolina
$4.52M 143,952 +1,036 +0.7%
HighTower Advisors
48
HighTower Advisors
Illinois
$4.34M 138,130 +31,469 +30%
WIA
49
World Investment Advisors
California
$4.27M 136,024 +49,335 +57%
CA
50
Carson Advisory
Georgia
$4.1M 130,612 +44,164 +51%
1
2
3 4 5