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T. Rowe Price Capital Appreciation Equity ETF
TCAF

254 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01% → 71.75% (+5.7%)

2% more funds holding

Funds holding: 248 → 254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
2
LPL Financial
LPL Financial
California
+$54.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$50.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.6M
5
Bank of America
Bank of America
North Carolina
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
AAG
Accordant Advisory Group
Maryland
-$9.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.32M
3
VAM
Verity Asset Management
North Carolina
-$4.02M
4
CGH
CMG Global Holdings
Texas
-$3.38M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$9.69M +$1.02M +30,466 +11%
AWAG
52
ARS Wealth Advisors Group
Florida
$8.68M +$4.98M +148,567 +123%
OBWG
53
Onyx Bridge Wealth Group
New York
$8.54M +$1.34M +40,007 +18%
AF
54
Allworth Financial
California
$8.36M +$13.1K +390 +0.1%
4WM
55
4J Wealth Management
Virginia
$8.12M +$151K +4,491 +2%
FFS
56
Forge Financial Services
Oklahoma
$8.11M +$343K +10,219 +4%
WA
57
Waverly Advisors
Alabama
$8.11M +$8.42M +251,264 New
KAS
58
Kestra Advisory Services
Texas
$8.06M +$6.55M +195,426 +359%
GWA
59
GGM Wealth Advisors
Maryland
$7.88M -$841K -25,092 -9%
NFG
60
Nations Financial Group
Iowa
$7.7M +$328K +9,787 +4%
HighTower Advisors
61
HighTower Advisors
Illinois
$7.37M +$1.14M +34,039 +18%
CWC
62
Carolinas Wealth Consulting
North Carolina
$7.34M +$254K +7,583 +2%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$7.24M +$985K +29,383 +15%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$7.17M +$56.8K +1,693 +0.8%
LNB
65
Ledyard National Bank
$6.94M +$7.2M +214,880 New
MIM
66
MTM Investment Management
South Carolina
$6.9M +$1.34M +39,852 +23%
MMH
67
Menora Mivtachim Holdings
Israel
$6.81M +$7.07M +211,012 New
WIA
68
World Investment Advisors
California
$6.7M +$1.56M +46,428 +29%
CFG
69
Certior Financial Group
Pennsylvania
$6.38M +$1.61M +47,938 +32%
BFA
70
Beacon Financial Advisory
Ohio
$5.71M +$688K +20,510 +13%
FSA
71
Financial Security Advisor
Virginia
$5.65M +$305K +9,099 +5%
CA
72
Carson Advisory
Georgia
$5.17M +$373K +11,116 +7%
SWA
73
Stratos Wealth Advisors
Ohio
$5.04M +$1.02M +30,302 +24%
VFG
74
V2 Financial group
Illinois
$4.99M -$199K -5,925 -4%
SHJ
75
Sharkey, Howes & Javer
Colorado
$4.98M – – –
1 2
3
4 5

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.