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T. Rowe Price Capital Appreciation Equity ETF

212 hedge funds and large institutions have $1.5B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.07%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
23
Increased
142
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIM
51
MTM Investment Management
South Carolina
$5.61M 169,238 +25,286 +18%
Morgan Stanley
52
Morgan Stanley
New York
$5.5M 165,364 +163,399 +8,315%
SHJ
53
Sharkey, Howes & Javer
Colorado
$5.29M 159,094
HighTower Advisors
54
HighTower Advisors
Illinois
$5.14M 154,477 +16,347 +12%
WIA
55
World Investment Advisors
California
$5.09M 153,160 +17,136 +13%
CA
56
Carson Advisory
Georgia
$4.87M 146,378 +15,766 +12%
FSA
57
Financial Security Advisor
Virginia
$4.78M 143,824 +16,034 +13%
Renaissance Technologies
58
Renaissance Technologies
New York
$4.78M 143,800 -25,333 -15%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$4.7M 141,453 +141,453 New
BFA
60
Beacon Financial Advisory
Ohio
$4.43M 133,294 +30,633 +30%
VAM
61
Verity Asset Management
North Carolina
$4.1M 123,035 +8,889 +8%
SEP
62
Southland Equity Partners
Missouri
$3.73M 112,104 +35,721 +47%
CWM
63
Chemistry Wealth Management
New York
$3.67M 110,360 +16,382 +17%
TWM
64
Tanglewood Wealth Management
Texas
$3.56M 107,083 +595 +0.6%
NCM
65
NCM Capital Management
New Jersey
$3.52M 105,842 +26,866 +34%
DADC
66
D.A. Davidson & Co
Montana
$3.46M 104,001 +63,341 +156%
PA
67
Paragon Advisors
Texas
$3.45M 103,673 +4,302 +4%
LWM
68
Liberty Wealth Management
California
$3.39M 102,047 -249 -0.2%
SWA
69
Stratos Wealth Advisors
Ohio
$3.37M 101,278 +21,060 +26%
CIA
70
Compass Ion Advisors
Pennsylvania
$3.12M 93,833 -3,705 -4%
SL
71
SFM LLC
New Hampshire
$3.12M 93,754 +1,921 +2%
CGH
72
CMG Global Holdings
Texas
$3.04M 91,463 +5,175 +6%
OWA
73
ORBA Wealth Advisors
Illinois
$2.99M 90,006 +90,006 New
EH
74
Equitable Holdings
New York
$2.85M 85,843 +7,320 +9%
FFN
75
Focus Financial Network
Minnesota
$2.82M 84,700 +8,388 +11%