We are live on ! Find out more
TCAF icon

T. Rowe Price Capital Appreciation Equity ETF

248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

358% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 33

123% more capital invested

Capital invested by funds: $1.5B → $3.36B (+$1.86B)

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

16% more funds holding

Funds holding: 213248 (+35)

1.51% more ownership

Funds ownership: 64.5%66.01% (+1.5%)

Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
76
Verity Asset Management
North Carolina
$4.02M -$52.1K -1,544 -1%
TWM
77
Tanglewood Wealth Management
Texas
$4.01M +$456K +13,531 +13%
AWAG
78
ARS Wealth Advisors Group
Florida
$4.01M +$4.06M +120,379 New
PA
79
Paragon Advisors
Texas
$3.9M +$456K +13,532 +13%
FFN
80
Focus Financial Network
Minnesota
$3.73M +$926K +27,464 +32%
LWM
81
Liberty Wealth Management
California
$3.7M +$307K +9,102 +9%
PAMG
82
Patton Albertson Miller Group
Tennessee
$3.54M +$2.93M +86,882 +448%
OWA
83
ORBA Wealth Advisors
Illinois
$3.43M +$446K +13,219 +15%
CGH
84
CMG Global Holdings
Texas
$3.38M +$226K +6,699 +7%
SL
85
SFM LLC
New Hampshire
$3.32M +$203K +6,030 +6%
Renaissance Technologies
86
Renaissance Technologies
New York
$3.12M -$1.68M -49,900 -35%
SFC
87
Strategic Financial Concepts
Texas
$3.11M +$674K +19,993 +27%
EFS
88
Essex Financial Services
Connecticut
$3.07M +$894K +26,510 +40%
CIA
89
Compass Ion Advisors
Pennsylvania
$3.06M -$63.2K -1,874 -2%
CAG
90
Centerpoint Advisory Group
Kansas
$3.01M +$3.05M +90,485 New
GLA
91
Good Life Advisors
Pennsylvania
$2.98M +$202K +5,987 +7%
Corient Private Wealth
92
Corient Private Wealth
Florida
$2.9M +$474K +14,070 +17%
WWA
93
Wingate Wealth Advisors
Massachusetts
$2.83M +$2.86M +84,939 New
EH
94
Equitable Holdings
New York
$2.81M -$49K -1,454 -2%
MFG
95
Merit Financial Group
Georgia
$2.8M +$2.84M +84,302 New
SFC
96
Sprinkle Financial Consultants
Colorado
$2.75M +$334K +9,897 +14%
SWP
97
Stratos Wealth Partners
Ohio
$2.69M +$826K +24,491 +44%
IWC
98
Integrated Wealth Concepts
Massachusetts
$2.66M +$391K +11,598 +17%
LF
99
Lighthouse Financial
Florida
$2.65M +$2.69M +79,717 New
DC
100
Davenport & Co
Virginia
$2.55M +$314K +9,300 +14%