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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
51
ARS Wealth Advisors Group
Florida
$14.7M +$1.21M +31,560 +9%
PFS
52
Prospera Financial Services
Texas
$14M +$1.31M +34,087 +10%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$13.8M +$902K +23,551 +7%
HA
54
Harfst & Associates
Wyoming
$13.6M +$1.32M +34,417 +11%
NWMG
55
National Wealth Management Group
Ohio
$13.4M -$560K -14,609 -4%
IA
56
IFG Advisory
Georgia
$13.2M -$355K -9,269 -3%
PWP
57
Principle Wealth Partners
Connecticut
$13.1M -$19.1K -499 -0.1%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$13M +$1.44M +37,682 +13%
PCM
59
Parsons Capital Management
Rhode Island
$12.6M +$248K +6,465 +2%
FFS
60
Forge Financial Services
Oklahoma
$12.1M +$61.1K +1,596 +0.5%
OBWG
61
Onyx Bridge Wealth Group
New York
$11.8M +$650K +16,977 +6%
MML Investors Services
62
MML Investors Services
Massachusetts
$11.6M +$6.67M +174,188 +134%
WA
63
Waverly Advisors
Alabama
$11.5M +$7.97K +208 +0.1%
AF
64
Allworth Financial
California
$11.3M +$310K +8,093 +3%
AIS
65
Advocate Investing Services
Maryland
$10.9M +$10.9M +283,904 New
MIM
66
MTM Investment Management
South Carolina
$10.8M -$119K -3,117 -1%
4WM
67
4J Wealth Management
Virginia
$10.7M +$459K +11,974 +4%
HighTower Advisors
68
HighTower Advisors
Illinois
$10.6M +$945K +24,671 +10%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$10.3M +$9.06M +236,513 +95%
NA
70
NewEdge Advisors
Louisiana
$10.1M +$5.21M +135,997 +105%
WIA
71
World Investment Advisors
California
$9.68M +$398K +10,390 +4%
NFG
72
Nations Financial Group
Iowa
$9.68M +$153K +3,997 +2%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$9.65M +$231K +6,034 +2%
BFA
74
Beacon Financial Advisory
Ohio
$9.49M +$147K +3,826 +2%
LNB
75
Ledyard National Bank
$8.81M +$39.4K +1,028 +0.4%