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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 %
FWM
101
FMA Wealth Management
Massachusetts
$660K 21,846 +1,251 +6%
WF
102
Warner Financial
Maryland
$658K 21,764 +10,623 +95%
IGWM
103
ICA Group Wealth Management
Colorado
$642K 21,241 -57 -0.3%
NFA
104
Northwest Financial Advisors
Virginia
$629K 20,815 +2,275 +12%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$624K 20,645 +18,945 +1,114%
TBC
106
Ted Buchan & Co
California
$617K 20,419 -900 -4%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$614K 20,315 +20,315 New
EFS
108
Essex Financial Services
Connecticut
$599K 19,808 +7,626 +63%
AFP
109
Ausdal Financial Partners
Iowa
$594K 19,648 +1,497 +8%
WS
110
Wedbush Securities
California
$544K 18,000 +18,000 New
GLA
111
Good Life Advisors
Pennsylvania
$538K 17,786 +17,786 New
PWM
112
Pinnacle Wealth Management
California
$494K 16,341 -1,910 -10%
Millennium Management
113
Millennium Management
New York
$487K 16,109 +16,109 New
IWC
114
Integrated Wealth Concepts
Massachusetts
$467K 15,449 +7,031 +84%
AAS
115
Ameritas Advisory Services
Nebraska
$448K 14,969 +14,969 New
HIA
116
Harbor Investment Advisory
Maryland
$442K 14,630 +8,060 +123%
TFM
117
Trademark Financial Management
Minnesota
$440K 14,571 -3,170 -18%
IAN
118
Integrated Advisors Network
Texas
$430K 14,216 +14,216 New
KAS
119
Kestra Advisory Services
Texas
$415K 13,741 +3,763 +38%
MIM
120
Macroview Investment Management
Maryland
$394K 13,046 +896 +7%
SWP
121
Stratos Wealth Partners
Ohio
$388K 12,835 +3,779 +42%
SBWIC
122
Schaper Benz & Wise Investment Counsel
Wisconsin
$384K 12,701 +12,701 New
SIM
123
Studio Investment Management
Illinois
$369K 12,194 +12,194 New
GWANC
124
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K 11,735 +11,735 New
ACA
125
Aptus Capital Advisors
Alabama
$355K 11,735 +11,735 New