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T. Rowe Price Capital Appreciation Equity ETF

123 hedge funds and large institutions have $430M invested in T. Rowe Price Capital Appreciation Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 34 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 6

467% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 6

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

249% more capital invested

Capital invested by funds: $123M → $430M (+$307M)

156% more funds holding

Funds holding: 48123 (+75)

13.18% more ownership

Funds ownership: 52.34%65.51% (+13%)

Holders
123
Holders Change
+75
Holders Change %
+156.25%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
81
Increased
34
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
FMA Wealth Management
Massachusetts
$569K +$534K +20,595 New
OBWG
77
Onyx Bridge Wealth Group
New York
$521K +$488K +18,845 New
NFA
78
Northwest Financial Advisors
Virginia
$512K +$480K +18,540 New
GWA
79
GGM Wealth Advisors
Maryland
$504K +$465K +17,953 New
PWM
80
Pinnacle Wealth Management
California
$504K +$473K +18,251 New
SWA
81
Stratos Wealth Advisors
Ohio
$502K +$97.8K +3,774 +26%
AFP
82
Ausdal Financial Partners
Iowa
$502K
TFM
83
Trademark Financial Management
Minnesota
$490K +$460K +17,741 New
AWS
84
Atria Wealth Solutions
New York
$411K +$385K +14,862 New
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$411K +$385K +14,862 New
HNWAG
86
High Net Worth Advisory Group
Florida
$396K +$372K +14,338 New
Northern Trust
87
Northern Trust
Illinois
$375K +$351K +13,562 New
GWCM
88
Godshalk Welsh Capital Management
Pennsylvania
$372K +$348K +13,450 New
EFS
89
Essex Financial Services
Connecticut
$337K +$316K +12,182 New
MIM
90
Macroview Investment Management
Maryland
$336K +$315K +12,150 New
CFS
91
CRA Financial Services
New Jersey
$327K +$307K +11,835 New
WF
92
Warner Financial
Maryland
$308K +$289K +11,141 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$302K +$283K +10,917 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$293K +$275K +10,601 New
NCM
95
Northwest Capital Management
Oregon
$293K +$275K +10,601 New
BAM
96
Belpointe Asset Management
Nevada
$282K +$264K +10,194 New
CAL
97
Capital Analysts LLC
Pennsylvania
$280K +$262K +10,111 +40,444%
KAS
98
Kestra Advisory Services
Texas
$276K +$259K +9,978 New
CWM
99
Cornerstone Wealth Management
Missouri
$262K +$246K +9,489 New
SWP
100
Stratos Wealth Partners
Ohio
$250K +$235K +9,056 New