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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

203 hedge funds and large institutions have $1.11B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
203
Holders Change
+37
Holders Change %
+22.29%
% of All Funds
2.95%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
44
Increased
118
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$78.2M
2
LPL Financial
2
LPL Financial
California
$106M
3
TI
3
TTP Investments
California
$30.9M
4
LFAS
4
Level Four Advisory Services
Texas
$19.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
LODC
1
Lanham O'Dell & Company
West Virginia
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$43.2M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$1.26M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.38M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M
Name Market Value Shares Shares
Change 		Shares
Change %
FSA
51
Financial Security Advisor
Virginia
$4.01M 127,790 +13,739 +12%
VAM
52
Verity Asset Management
North Carolina
$3.59M 114,146 +85,690 +301%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$3.56M 113,497 +21,543 +23%
TWM
54
Tanglewood Wealth Management
Texas
$3.34M 106,488 +17,581 +20%
BFA
55
Beacon Financial Advisory
Ohio
$3.22M 102,661 +37,645 +58%
LWM
56
Liberty Wealth Management
California
$3.21M 102,296 +8,059 +9%
PA
57
Paragon Advisors
Texas
$3.12M 99,371 +18,617 +23%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$3.11M 98,964 +94,116 +1,941%
WCAMG
59
Woodard & Company Asset Management Group
North Carolina
$3.09M 98,421 -96,012 -49%
CWM
60
Chemistry Wealth Management
New York
$2.95M 93,978 +35,498 +61%
CIA
61
Compass Ion Advisors
Pennsylvania
$2.95M 97,538 – –
SL
62
SFM LLC
New Hampshire
$2.88M 91,833 +4,049 +5%
CGH
63
CMG Global Holdings
Texas
$2.71M 86,288 +8,615 +11%
Corient Private Wealth
64
Corient Private Wealth
Florida
$2.66M 84,719 +17,609 +26%
SWA
65
Stratos Wealth Advisors
Ohio
$2.52M 80,218 +10,126 +14%
NCM
66
NCM Capital Management
New Jersey
$2.48M 78,976 +28,173 +55%
EH
67
Equitable Holdings
New York
$2.47M 78,523 +3,239 +4%
FFN
68
Focus Financial Network
Minnesota
$2.44M 76,312 +13,127 +21%
SEP
69
Southland Equity Partners
Missouri
$2.4M 76,383 +27,216 +55%
HA
70
HFG Advisors
Ohio
$2.31M 73,700 +8,348 +13%
LCC
71
Lincoln Capital Corp
Rhode Island
$2.29M 72,833 +25,540 +54%
SFC
72
Sprinkle Financial Consultants
Colorado
$2.28M 72,625 +1,020 +1%
RSWM
73
Robertson Stephens Wealth Management
California
$2.19M 69,817 +69,817 New
NA
74
NewEdge Advisors
Louisiana
$2.09M 66,682 +6,706 +11%
ZIMP
75
Zimmermann Investment Management & Planning
Pennsylvania
$2.07M 66,043 +6,528 +11%
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