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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Harfst & Associates
Wyoming
$13.2M +$629K +16,794 +5%
NWMG
52
National Wealth Management Group
Ohio
$12.6M +$116K +3,101 +0.9%
PWP
53
Principle Wealth Partners
Connecticut
$12.5M +$335K +8,944 +3%
AF
54
Allworth Financial
California
$11.1M +$673K +17,983 +6%
FFS
55
Forge Financial Services
Oklahoma
$11.1M -$183K -4,885 -2%
OBWG
56
Onyx Bridge Wealth Group
New York
$11M +$24.7K +660 +0.2%
HighTower Advisors
57
HighTower Advisors
Illinois
$10.4M +$487K +13,011 +5%
MIM
58
MTM Investment Management
South Carolina
$10.2M +$88.2K +2,357 +0.8%
AIS
59
Advocate Investing Services
Maryland
$10.1M -$11.2K -300 -0.1%
NA
60
NewEdge Advisors
Louisiana
$9.97M +$568K +15,166 +6%
WA
61
Waverly Advisors
Alabama
$9.71M -$1.02M -27,149 -9%
4WM
62
4J Wealth Management
Virginia
$9.62M -$347K -9,261 -3%
WIA
63
World Investment Advisors
California
$9.26M +$259K +6,919 +3%
NFG
64
Nations Financial Group
Iowa
$9.25M +$249K +6,661 +3%
BFA
65
Beacon Financial Advisory
Ohio
$9.13M +$308K +8,236 +3%
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$9.06M +$70K +1,871 +0.7%
MML Investors Services
67
MML Investors Services
Massachusetts
$8.99M -$1.94M -51,751 -17%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$8.82M -$819K -21,881 -5%
LNB
69
Ledyard National Bank
$8.58M +$396K +10,566 +5%
AOWM
70
Asset One Wealth Management
Washington
$8.57M +$8.26M +220,716 New
CFG
71
Certior Financial Group
Pennsylvania
$8.55M +$534K +14,264 +6%
PCM
72
Parsons Capital Management
Rhode Island
$8.08M -$3.83M -102,372 -31%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$8.08M +$213K +5,692 +3%
NCM
74
NCM Capital Management
New Jersey
$8.07M +$144K +3,852 +2%
EFS
75
Essex Financial Services
Connecticut
$8.01M +$291K +7,774 +4%