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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
76
Fortis Group Advisors
New Jersey
$7.24M -$130K -3,544 -2%
CA
77
Carson Advisory
Georgia
$7.01M +$762K +20,836 +13%
NCM
78
NCM Capital Management
New Jersey
$6.73M +$342K +9,359 +6%
WWA
79
WCG Wealth Advisors
Nevada
$6.57M +$1.67M +45,580 +35%
FSA
80
Financial Security Advisor
Virginia
$6.49M -$16.9K -463 -0.3%
GRP
81
Global Retirement Partners
California
$6.45M -$435K -11,909 -7%
TFS
82
Thoroughbred Financial Services
Tennessee
$6.26M +$2.75M +75,283 +83%
ETC
83
Exchange Traded Concepts
Oklahoma
$6.22M -$30.6K -837 -0.5%
CWM
84
Chemistry Wealth Management
New York
$6.16M +$308K +8,435 +5%
VFG
85
V2 Financial group
Illinois
$5.76M +$48.6K +1,330 +0.9%
FFA
86
Founders Financial Alliance
North Carolina
$5.73M +$5.23M +143,149 +1,644%
IWC
87
Integrated Wealth Concepts
Massachusetts
$5.64M +$907K +24,799 +20%
SHJ
88
Sharkey, Howes & Javer
Colorado
$5.52M
CF
89
Centaurus Financial
California
$5.3M +$174K +4,770 +4%
SEP
90
Southland Equity Partners
Missouri
$5.12M +$45K +1,232 +0.9%
TWM
91
Tanglewood Wealth Management
Texas
$4.98M +$167K +4,566 +4%
EA
92
Eclectic Associates
California
$4.98M +$1.18M +32,212 +32%
MML Investors Services
93
MML Investors Services
Massachusetts
$4.9M +$488K +13,338 +11%
PAMG
94
Patton Albertson Miller Group
Tennessee
$4.9M -$424K -11,596 -8%
NA
95
NewEdge Advisors
Louisiana
$4.86M +$1.46M +39,870 +45%
PA
96
Paragon Advisors
Texas
$4.84M -$405K -11,082 -8%
ASN
97
Advisory Services Network
Georgia
$4.78M -$97.7K -2,671 -2%
AW
98
Atlas Wealth
Ohio
$4.59M +$1.08M +29,632 +32%
FFN
99
Focus Financial Network
Minnesota
$4.59M +$388K +10,609 +10%
DC
100
Davenport & Co
Virginia
$4.54M +$565K +15,462 +15%