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T. Rowe Price Capital Appreciation Equity ETF

166 hedge funds and large institutions have $864M invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
166
Holders Change
+43
Holders Change %
+34.96%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
51
Increased
90
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AL
76
ADE LLC
Maryland
$1.56M 51,533 +15,670 +44%
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$1.55M 51,384 +3,008 +6%
NCM
78
NCM Capital Management
New Jersey
$1.54M 50,803 +16,886 +50%
SEP
79
Southland Equity Partners
Missouri
$1.49M 49,167 +26,484 +117%
RCM
80
Rain Capital Management
Oregon
$1.47M 48,565 +25,372 +109%
LCC
81
Lincoln Capital Corp
Rhode Island
$1.43M 47,293 +47,293 New
AWS
82
Atria Wealth Solutions
New York
$1.27M 41,992 +27,130 +183%
SFC
83
Strategic Financial Concepts
Texas
$1.24M 41,084 +41,084 New
NL
84
NVWM LLC
Pennsylvania
$1.18M 39,109 +169 +0.4%
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$1.15M 38,015 +8,675 +30%
WCG
86
Weaver Consulting Group
California
$1.1M 36,438 +2,349 +7%
SWMG
87
Sard Wealth Management Group
Georgia
$1.09M 36,071 +2,265 +7%
ASN
88
Advisory Services Network
Georgia
$1.04M 34,370 +11,435 +50%
HNWAG
89
High Net Worth Advisory Group
Florida
$1.02M 33,868 +19,530 +136%
CWA
90
CJM Wealth Advisers
Virginia
$982K 32,471 +10,862 +50%
WP
91
WealthPLAN Partners
Nebraska
$954K 31,545 +1,398 +5%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$946K 31,302 +16,440 +111%
SB
93
Strategic Blueprint
Georgia
$867K 28,691 +28,691 New
MC
94
McCarthy & Cox
Ohio
$863K 28,549 +28,549 New
VAM
95
Verity Asset Management
North Carolina
$860K 28,456 +28,456 New
GWCM
96
Godshalk Welsh Capital Management
Pennsylvania
$744K 24,600 +11,150 +83%
CFS
97
CRA Financial Services
New Jersey
$724K 23,950 +12,115 +102%
TFS
98
Thoroughbred Financial Services
Tennessee
$696K 23,027 -5,921 -20%
TFGT
99
TS Financial Group (TSFG)
Illinois
$689K 22,806 -1,003 -4%
DC
100
Davenport & Co
Virginia
$681K 22,517 +14,793 +192%