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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$4.99M +$281K +7,518 +6%
SFC
102
Sprinkle Financial Consultants
Colorado
$4.83M +$338K +9,026 +7%
WA
103
Wealth Alliance
New York
$4.77M +$3.12M +83,289 +164%
TFS
104
Thoroughbred Financial Services
Tennessee
$4.66M -$1.39M -37,164 -22%
CIAS
105
Capital Investment Advisory Services
North Carolina
$4.44M +$753K +20,129 +19%
SPC
106
Sigma Planning Corp
Michigan
$4.26M +$282K +7,537 +7%
ASN
107
Advisory Services Network
Georgia
$4.23M -$417K -11,139 -9%
AW
108
Atlas Wealth
Ohio
$4.18M -$658K -17,580 -13%
PAMG
109
Patton Albertson Miller Group
Tennessee
$4.16M -$115K -3,076 -3%
CAG
110
Centerpoint Advisory Group
Kansas
$4.04M +$54.7K +1,462 +1%
SFC
111
Strategic Financial Concepts
Texas
$4.02M +$4.27M +114,084 New
AWM
112
AE Wealth Management
Kansas
$3.99M +$2.39M +63,980 +133%
LWM
113
Liberty Wealth Management
California
$3.97M +$31K +827 +0.7%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$3.93M +$1.85M +49,546 +81%
MCM
115
MAI Capital Management
Ohio
$3.88M +$237K +6,322 +6%
MFG
116
Merit Financial Group
Georgia
$3.79M +$10.3K +276 +0.3%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$3.66M +$1.5M +40,082 +64%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$3.49M +$3.67M +98,129 New
IWM
119
IHT Wealth Management
Illinois
$3.47M +$370K +9,887 +11%
Truist Financial
120
Truist Financial
North Carolina
$3.41M -$49K -1,308 -1%
CIA
121
Concurrent Investment Advisors
Florida
$3.36M +$176K +4,709 +5%
SL
122
SFM LLC
New Hampshire
$3.29M -$72.7K -1,941 -2%
KPWS
123
Kestra Private Wealth Services
Texas
$3.23M +$121K +3,223 +4%
WWA
124
Wingate Wealth Advisors
Massachusetts
$3.21M +$71.8K +1,917 +2%
FFN
125
Focus Financial Network
Minnesota
$3.07M -$1.46M -38,968 -31%