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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
76
Certior Financial Group
Pennsylvania
$8.63M +$292K +7,613 +3%
NCM
77
NCM Capital Management
New Jersey
$8.52M +$1.7M +44,490 +25%
GSIAS
78
Garden State Investment Advisory Services
New Jersey
$8.46M +$97.2K +2,538 +1%
WWA
79
WCG Wealth Advisors
Nevada
$8.42M +$1.76M +46,022 +26%
EFS
80
Essex Financial Services
Connecticut
$8.31M +$651K +16,996 +8%
CA
81
Carson Advisory
Georgia
$8.04M +$934K +24,393 +13%
SWA
82
Stratos Wealth Advisors
Ohio
$7.92M +$409K +10,689 +5%
Corient Private Wealth
83
Corient Private Wealth
Florida
$7.55M +$124M +3,227,537 +3,255%
VFG
84
V2 Financial group
Illinois
$7M +$1.16M +30,357 +20%
FSA
85
Financial Security Advisor
Virginia
$6.83M +$248K +6,464 +4%
CWM
86
Chemistry Wealth Management
New York
$6.81M +$564K +14,711 +9%
ETC
87
Exchange Traded Concepts
Oklahoma
$6.43M +$128K +3,348 +2%
TFS
88
Thoroughbred Financial Services
Tennessee
$6.42M +$70.7K +1,846 +1%
EA
89
Eclectic Associates
California
$6.21M +$1.17M +30,627 +23%
FFA
90
Founders Financial Alliance
North Carolina
$6.13M +$327K +8,548 +6%
PA
91
Paragon Advisors
Texas
$6.11M +$1.2M +31,357 +24%
IWC
92
Integrated Wealth Concepts
Massachusetts
$6.06M +$342K +8,921 +6%
GRP
93
Global Retirement Partners
California
$5.98M -$562K -14,659 -9%
DM
94
Diversified Management
Wisconsin
$5.67M +$5.68M +148,268 New
DC
95
Davenport & Co
Virginia
$5.58M +$981K +25,603 +21%
CF
96
Centaurus Financial
California
$5.49M +$114K +2,964 +2%
WS
97
Wedbush Securities
California
$5.41M +$2.11M +55,076 +64%
TWM
98
Tanglewood Wealth Management
Texas
$5.34M +$292K +7,625 +6%
SEP
99
Southland Equity Partners
Missouri
$5.24M +$51.3K +1,339 +1%
LF
100
Lighthouse Financial
Florida
$5.2M +$643K +16,788 +14%