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T. Rowe Price Capital Appreciation Equity ETF

275 hedge funds and large institutions have $3.37B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 159 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Souders Financial Advisors
Ohio
$25.6M
PWC
27
PYA Waltman Capital
Tennessee
$25.5M
UBS Group
28
UBS Group
Switzerland
$24M
GVAG
29
Great Valley Advisor Group
Delaware
$21M
PAG
30
Private Advisor Group
New Jersey
$20.4M
BFA
31
Beaumont Financial Advisors
Massachusetts
$19.4M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$19.1M
MAM
33
McCarthy Asset Management
California
$19M
CA
34
Cornerstone Advisory
Maryland
$19M
FC
35
Financial Consulate
Maryland
$18.2M
AL
36
ADE LLC
Maryland
$18M
KAS
37
Kestra Advisory Services
Texas
$16.5M
EB
38
Eastern Bank
Massachusetts
$14M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$14M
DWM
40
DKM Wealth Management
California
$13.7M
AWS
41
Atria Wealth Solutions
New York
$13.5M
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$13M
MMA
43
Miracle Mile Advisors
California
$12.6M
AFP
44
Ausdal Financial Partners
Iowa
$12.2M
PFS
45
Prospera Financial Services
Texas
$11.9M
PWP
46
Principle Wealth Partners
Connecticut
$11.8M
NWMG
47
National Wealth Management Group
Ohio
$11.5M
MMH
48
Menora Mivtachim Holdings
Israel
$11.5M
PCM
49
Parsons Capital Management
Rhode Island
$11.3M
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$11.3M