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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$38.6M +$10.2M +267,154 +36%
MFIM
27
Mesirow Financial Investment Management
Illinois
$34.6M -$14M -366,614 -29%
CCA
28
Cora Capital Advisors
New Jersey
$34.5M +$2.02M +52,612 +6%
TI
29
TTP Investments
California
$31.5M -$28.1M -733,702 -47%
PAG
30
Private Advisor Group
New Jersey
$30.1M +$5.68M +148,360 +23%
SFA
31
Souders Financial Advisors
Ohio
$28.4M +$641K +16,739 +2%
OIA
32
OneDigital Investment Advisors
Kansas
$28M -$1.02M -26,669 -4%
KAS
33
Kestra Advisory Services
Texas
$27M +$918K +23,963 +4%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$4.76M +124,134 +22%
MAM
35
McCarthy Asset Management
California
$22M +$1.32M +34,382 +6%
AL
36
ADE LLC
Maryland
$21.3M +$991K +25,883 +5%
CA
37
Cornerstone Advisory
Maryland
$20.9M +$232K +6,046 +1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$20.2M +$3.47M +90,653 +21%
BFA
39
Beaumont Financial Advisors
Massachusetts
$20.1M -$110K -2,880 -0.5%
ACP
40
Arcus Capital Partners
Georgia
$18.9M +$6.65M +173,476 +54%
SAG
41
SageView Advisory Group
California
$18.6M -$473K -12,358 -2%
AWM
42
Aprio Wealth Management
Georgia
$18.2M +$18.2M +474,940 New
AFP
43
Ausdal Financial Partners
Iowa
$18M +$2.91M +75,947 +19%
FC
44
Financial Consulate
Maryland
$16.9M -$558K -14,566 -3%
EB
45
Eastern Bank
Massachusetts
$16.6M +$638K +16,648 +4%
DWM
46
DKM Wealth Management
California
$15.7M +$1.17M +30,545 +8%
CAL
47
Capital Analysts LLC
Pennsylvania
$15M +$1.22M +31,752 +9%
MMA
48
Miracle Mile Advisors
California
$15M +$352K +9,190 +2%
MMH
49
Menora Mivtachim Holdings
Israel
$14.9M +$1.4M +36,544 +10%
DADC
50
D.A. Davidson & Co
Montana
$14.7M +$324K +8,466 +2%