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T. Rowe Price Capital Appreciation Equity ETF

252 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, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$9.69M +$983K +30,466 +11%
AWAG
52
ARS Wealth Advisors Group
Florida
$8.68M +$4.8M +148,567 +123%
OBWG
53
Onyx Bridge Wealth Group
New York
$8.54M +$1.29M +40,007 +18%
AF
54
Allworth Financial
California
$8.36M +$12.3K +390 +0.1%
4WM
55
4J Wealth Management
Virginia
$8.12M +$145K +4,491 +2%
FFS
56
Forge Financial Services
Oklahoma
$8.11M +$330K +10,219 +4%
WA
57
Waverly Advisors
Alabama
$8.11M +$8.11M +251,264 New
KAS
58
Kestra Advisory Services
Texas
$8.06M +$6.31M +195,426 +359%
GWA
59
GGM Wealth Advisors
Maryland
$7.88M -$797K -25,092 -9%
NFG
60
Nations Financial Group
Iowa
$7.7M +$316K +9,787 +4%
HighTower Advisors
61
HighTower Advisors
Illinois
$7.37M +$1.1M +34,039 +18%
CWC
62
Carolinas Wealth Consulting
North Carolina
$7.34M +$126K +7,583 +2%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$7.24M +$948K +29,383 +15%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$7.17M +$54.7K +1,693 +0.8%
LNB
65
Ledyard National Bank
$6.94M +$6.94M +214,880 New
MIM
66
MTM Investment Management
South Carolina
$6.9M +$1.29M +39,852 +23%
MMH
67
Menora Mivtachim Holdings
Israel
$6.81M +$6.81M +211,012 New
WIA
68
World Investment Advisors
California
$6.7M +$1.5M +46,428 +29%
CFG
69
Certior Financial Group
Pennsylvania
$6.38M +$1.55M +47,938 +32%
BFA
70
Beacon Financial Advisory
Ohio
$5.71M +$662K +20,510 +13%
FSA
71
Financial Security Advisor
Virginia
$5.65M +$294K +9,099 +5%
CA
72
Carson Advisory
Georgia
$5.17M +$359K +11,116 +7%
SWA
73
Stratos Wealth Advisors
Ohio
$5.04M +$978K +30,302 +24%
VFG
74
V2 Financial group
Illinois
$4.99M -$191K -5,925 -4%
SHJ
75
Sharkey, Howes & Javer
Colorado
$4.98M