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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
51
ARS Wealth Advisors Group
Florida
$13.3M +$1.17M +31,877 +10%
PWP
52
Principle Wealth Partners
Connecticut
$12.9M +$317K +8,656 +3%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$12.7M +$662K +18,105 +6%
PFS
54
Prospera Financial Services
Texas
$12.5M -$211K -5,771 -2%
PCM
55
Parsons Capital Management
Rhode Island
$12.2M +$96.2K +2,631 +0.8%
ACP
56
Arcus Capital Partners
Georgia
$12.1M +$349K +9,538 +3%
HA
57
Harfst & Associates
Wyoming
$12.1M +$381K +10,432 +3%
FFS
58
Forge Financial Services
Oklahoma
$12M +$904K +24,717 +9%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$11.4M -$2.41M -65,962 -18%
WA
60
Waverly Advisors
Alabama
$11.3M +$1.45M +39,522 +15%
OBWG
61
Onyx Bridge Wealth Group
New York
$11M +$481K +13,167 +5%
AF
62
Allworth Financial
California
$10.8M +$626K +17,115 +6%
MIM
63
MTM Investment Management
South Carolina
$10.8M -$109K -2,977 -1%
4WM
64
4J Wealth Management
Virginia
$10.1M +$480K +13,117 +5%
HighTower Advisors
65
HighTower Advisors
Illinois
$9.57M +$890K +24,335 +11%
NFG
66
Nations Financial Group
Iowa
$9.4M +$383K +10,472 +4%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$9.34M +$1.17M +32,089 +15%
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$9.3M +$226K +6,191 +3%
BFA
69
Beacon Financial Advisory
Ohio
$9.21M +$1.43M +39,054 +19%
WIA
70
World Investment Advisors
California
$9.16M +$433K +11,849 +5%
LNB
71
Ledyard National Bank
$8.65M +$294K +8,032 +4%
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$8.24M +$436K +11,913 +6%
CFG
73
Certior Financial Group
Pennsylvania
$8.23M +$315K +8,606 +4%
EFS
74
Essex Financial Services
Connecticut
$7.56M +$1.94M +53,137 +36%
SWA
75
Stratos Wealth Advisors
Ohio
$7.41M +$1.33M +36,466 +23%