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T. Rowe Price Capital Appreciation Equity ETF

273 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+21
Holders Change %
+8.33%
% of All Funds
3.66%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
39
Increased
158
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$11.2M +$198K +5,620 +2%
ACP
52
Arcus Capital Partners
Georgia
$11M -$4.27M -120,928 -28%
HA
53
Harfst & Associates
Wyoming
$10.9M +$6.54M +185,376 +148%
IA
54
IFG Advisory
Georgia
$10.6M +$8.83M +250,259 +505%
FFS
55
Forge Financial Services
Oklahoma
$10.3M +$1.39M +38,945 +15%
MIM
56
MTM Investment Management
South Carolina
$10.2M +$2.68M +75,874 +36%
CAL
57
Capital Analysts LLC
Pennsylvania
$10M +$4.63M +131,174 +86%
OBWG
58
Onyx Bridge Wealth Group
New York
$9.84M +$507K +14,383 +5%
AF
59
Allworth Financial
California
$9.51M +$180K +5,110 +2%
WA
60
Waverly Advisors
Alabama
$9.18M +$313K +8,873 +4%
4WM
61
4J Wealth Management
Virginia
$8.98M +$99.1K +2,809 +1%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$8.48M +$572K +16,200 +7%
NFG
63
Nations Financial Group
Iowa
$8.42M +$8.11K +230 +0.1%
WIA
64
World Investment Advisors
California
$8.15M +$832K +23,571 +11%
HighTower Advisors
65
HighTower Advisors
Illinois
$8.1M +$39K +1,105 +0.5%
LNB
66
Ledyard National Bank
$7.81M +$229K +6,487 +3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$7.61M +$5.71M +161,868 +301%
CFG
68
Certior Financial Group
Pennsylvania
$7.4M +$427K +12,097 +6%
GSIAS
69
Garden State Investment Advisory Services
New Jersey
$7.29M -$542K -15,342 -7%
BFA
70
Beacon Financial Advisory
Ohio
$7.24M +$1.01M +28,526 +16%
FGA
71
Fortis Group Advisors
New Jersey
$7M -$5.52M -150,727 -44%
Corient Private Wealth
72
Corient Private Wealth
Florida
$6.76M +$3.81M +107,980 +129%
GRP
73
Global Retirement Partners
California
$6.46M +$6.46M +182,967 New
FSA
74
Financial Security Advisor
Virginia
$6.09M -$79.5K -2,254 -1%
NCM
75
NCM Capital Management
New Jersey
$5.97M +$679K +19,220 +13%