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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
WWA
101
WCG Wealth Advisors
Nevada
$2.51M +$383K +11,351 +18%
HA
102
HFG Advisors
Ohio
$2.47M -$33.3K -987 -1%
DC
103
Dahring Cusmano
Michigan
$2.46M +$2.5M +74,039 New
IFG
104
Independent Financial Group
California
$2.43M +$240K +7,130 +11%
HA
105
Harfst & Associates
Wyoming
$2.42M +$1.82M +53,986 +287%
NA
106
NewEdge Advisors
Louisiana
$2.42M +$78.1K +2,316 +3%
LCC
107
Lincoln Capital Corp
Rhode Island
$2.37M +$27.8K +825 +1%
WP
108
WealthPLAN Partners
Nebraska
$2.28M +$217K +6,425 +10%
AL
109
ADE LLC
Maryland
$2.22M +$414K +12,285 +23%
HNWAG
110
High Net Worth Advisory Group
Florida
$2.22M +$264K +7,820 +13%
RSWM
111
Robertson Stephens Wealth Management
California
$2.22M +$9.57K +284 +0.4%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$2.02M +$19.9K +590 +1%
ASN
113
Advisory Services Network
Georgia
$1.97M +$419K +12,434 +27%
CF
114
Centaurus Financial
California
$1.91M +$1.94M +57,492 New
SS
115
Sunbelt Securities
Texas
$1.89M -$104K -3,080 -5%
PWA
116
PCG Wealth Advisors
Kansas
$1.88M +$398K +11,799 +26%
CIAS
117
Capital Investment Advisory Services
North Carolina
$1.87M +$245K +7,279 +15%
CAL
118
Capital Analysts LLC
Pennsylvania
$1.81M +$1.48M +43,983 +416%
KAS
119
Kestra Advisory Services
Texas
$1.81M +$1.1M +32,729 +151%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$1.76M +$607K +18,005 +52%
CSP
121
Cary Street Partners
Virginia
$1.74M +$1.76M +52,241 New
MML Investors Services
122
MML Investors Services
Massachusetts
$1.74M -$20.2K -599 -1%
Mariner
123
Mariner
Kansas
$1.72M +$140K +4,161 +9%
PS
124
Principal Securities
Iowa
$1.68M +$263K +7,792 +18%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$1.68M -$859K -25,469 -34%