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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cora Capital Advisors
New Jersey
$32M +$1.34M +36,775 +5%
PWC
27
PYA Waltman Capital
Tennessee
$31.7M +$4.28M +117,050 +16%
GVAG
28
Great Valley Advisor Group
Delaware
$29.6M +$6.95M +190,120 +32%
OIA
29
OneDigital Investment Advisors
Kansas
$28.6M -$764K -20,884 -3%
UBS Group
30
UBS Group
Switzerland
$28M +$2.33M +63,852 +9%
SFA
31
Souders Financial Advisors
Ohio
$27.3M -$55.5K -1,519 -0.2%
KAS
32
Kestra Advisory Services
Texas
$25.7M +$7.84M +214,392 +46%
PAG
33
Private Advisor Group
New Jersey
$24.1M +$2.23M +61,029 +11%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$938K +25,653 +5%
MAM
35
McCarthy Asset Management
California
$20.4M +$54.9K +1,501 +0.3%
CA
36
Cornerstone Advisory
Maryland
$20.4M +$99.9K +2,733 +0.5%
AL
37
ADE LLC
Maryland
$20M +$766K +20,950 +4%
BFA
38
Beaumont Financial Advisors
Massachusetts
$19.9M -$819K -22,406 -4%
SAG
39
SageView Advisory Group
California
$18.8M +$18.2M +498,254 New
FC
40
Financial Consulate
Maryland
$17.2M -$2.13M -58,270 -11%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$16.5M +$1.47M +40,144 +10%
EB
42
Eastern Bank
Massachusetts
$15.8M +$780K +21,326 +5%
AFP
43
Ausdal Financial Partners
Iowa
$14.9M +$1.83M +50,045 +15%
MMA
44
Miracle Mile Advisors
California
$14.4M +$880K +24,063 +7%
DWM
45
DKM Wealth Management
California
$14.3M -$273K -7,465 -2%
DADC
46
D.A. Davidson & Co
Montana
$14.2M +$2.1M +57,394 +18%
NWMG
47
National Wealth Management Group
Ohio
$13.8M +$1.47M +40,083 +12%
CAL
48
Capital Analysts LLC
Pennsylvania
$13.6M +$2.79M +76,297 +27%
MMH
49
Menora Mivtachim Holdings
Israel
$13.4M +$1.05M +28,602 +9%
IA
50
IFG Advisory
Georgia
$13.3M +$1.96M +53,595 +18%