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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Carson Advisory
Georgia
$7.81M +$337K +8,998 +4%
EA
77
Eclectic Associates
California
$7.43M +$1.73M +46,144 +28%
ETC
78
Exchange Traded Concepts
Oklahoma
$7.22M +$1.29M +34,525 +21%
FSA
79
Financial Security Advisor
Virginia
$7.14M +$821K +21,928 +12%
VFG
80
V2 Financial group
Illinois
$6.96M +$470K +12,565 +7%
IA
81
IFP Advisors
Florida
$6.9M +$4.84M +129,190 +200%
WWA
82
WCG Wealth Advisors
Nevada
$6.65M -$1.26M -33,567 -15%
CWM
83
Chemistry Wealth Management
New York
$6.56M +$223K +5,964 +3%
LF
84
Lighthouse Financial
Florida
$6.26M +$1.49M +39,753 +29%
WS
85
Wedbush Securities
California
$6.11M +$1.14M +30,350 +21%
SWA
86
Stratos Wealth Advisors
Ohio
$6.08M -$1.37M -36,481 -18%
FFA
87
Founders Financial Alliance
North Carolina
$6.06M +$370K +9,887 +6%
P
88
&Partners
Tennessee
$6.02M +$5.56M +148,507 +722%
SEP
89
Southland Equity Partners
Missouri
$5.83M +$1M +26,828 +20%
KCM
90
KM Capital Management
Texas
$5.7M +$5.31M +141,741 New
PA
91
Paragon Advisors
Texas
$5.69M +$6.51K +174 +0.1%
DC
92
Davenport & Co
Virginia
$5.62M +$442K +11,797 +8%
SWP
93
Stratos Wealth Partners
Ohio
$5.54M +$950K +25,372 +19%
HI
94
Harbour Investments
Wisconsin
$5.44M +$4.83M +128,956 +542%
IWC
95
Integrated Wealth Concepts
Massachusetts
$5.4M -$247K -6,611 -4%
DM
96
Diversified Management
Wisconsin
$5.3M +$28.7K +767 +0.5%
TWM
97
Tanglewood Wealth Management
Texas
$5.22M +$258K +6,889 +5%
CF
98
Centaurus Financial
California
$5.21M +$102K +2,720 +2%
EH
99
Equitable Holdings
New York
$5.1M +$539K +14,390 +12%
HG
100
Harbor Group
New Hampshire
$5.04M +$1.5M +40,138 +40%