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T. Rowe Price Capital Appreciation Equity ETF

248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

358% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 33

123% more capital invested

Capital invested by funds: $1.5B → $3.36B (+$1.86B)

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

16% more funds holding

Funds holding: 213248 (+35)

1.51% more ownership

Funds ownership: 64.5%66.01% (+1.5%)

Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$17.5M -$191K -5,677 -1%
OIA
27
OneDigital Investment Advisors
Kansas
$17M +$8.84M +262,236 +105%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$15.6M +$4.3M +127,535 +37%
PAG
29
Private Advisor Group
New Jersey
$15.3M +$4.13M +122,453 +36%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$14.6M +$6.44M +190,998 +77%
DWM
31
DKM Wealth Management
California
$12.7M +$12.9M +382,733 New
UBS Group
32
UBS Group
Switzerland
$12.7M +$964K +28,593 +8%
FGA
33
Fortis Group Advisors
New Jersey
$12.7M -$9.25M -274,245 -42%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$12.3M -$24.8M -735,233 -67%
Bank of America
35
Bank of America
North Carolina
$11.3M +$10.8M +321,402 +1,899%
SFA
36
Souders Financial Advisors
Ohio
$11.2M +$11.4M +336,875 New
PWP
37
Principle Wealth Partners
Connecticut
$10.4M +$1.27M +37,606 +14%
PFS
38
Prospera Financial Services
Texas
$10.3M +$2.44M +72,456 +31%
PCM
39
Parsons Capital Management
Rhode Island
$10.2M +$229K +6,782 +2%
NWMG
40
National Wealth Management Group
Ohio
$10M +$3.16M +93,825 +45%
AAG
41
Accordant Advisory Group
Maryland
$9.62M +$1.21M +35,997 +14%
ACP
42
Arcus Capital Partners
Georgia
$9.46M -$979K -29,053 -8%
AF
43
Allworth Financial
California
$9.09M +$8.9M +264,120 New
GWA
44
GGM Wealth Advisors
Maryland
$9.09M +$649K +19,257 +8%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$8.97M +$2.4M +71,333 +36%
AFP
46
Ausdal Financial Partners
Iowa
$8.73M +$7.71M +228,575 +678%
MMA
47
Miracle Mile Advisors
California
$8.7M +$1.18M +34,982 +15%
AWS
48
Atria Wealth Solutions
New York
$8.68M +$2.39M +70,941 +37%
FFS
49
Forge Financial Services
Oklahoma
$8.25M +$8.13M +241,164 New
4WM
50
4J Wealth Management
Virginia
$8.22M +$905K +26,845 +12%