We are live on ! Find out more
TCAF icon

T. Rowe Price Capital Appreciation Equity ETF
TCAF

254 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01% → 71.75% (+5.7%)

2% more funds holding

Funds holding: 248 → 254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
2
LPL Financial
LPL Financial
California
+$54.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$50.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.6M
5
Bank of America
Bank of America
North Carolina
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
AAG
Accordant Advisory Group
Maryland
-$9.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.32M
3
VAM
Verity Asset Management
North Carolina
-$4.02M
4
CGH
CMG Global Holdings
Texas
-$3.38M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Compass Ion Advisors
Pennsylvania
$2.89M -$83K -2,477 -3%
EH
102
Equitable Holdings
New York
$2.88M +$161K +4,808 +6%
LF
103
Lighthouse Financial
Florida
$2.86M +$295K +8,807 +11%
GLA
104
Good Life Advisors
Pennsylvania
$2.85M -$39.3K -1,172 -1%
Mariner
105
Mariner
Kansas
$2.85M +$1.22M +36,408 +70%
SWP
106
Stratos Wealth Partners
Ohio
$2.83M +$234K +6,971 +9%
SFC
107
Sprinkle Financial Consultants
Colorado
$2.82M +$154K +4,600 +6%
NA
108
NewEdge Advisors
Louisiana
$2.74M +$416K +12,407 +17%
Corient Private Wealth
109
Corient Private Wealth
Florida
$2.7M -$366K -10,903 -12%
SPC
110
Sigma Planning Corp
Michigan
$2.57M +$2.02M +60,162 +312%
Truist Financial
111
Truist Financial
North Carolina
$2.45M +$1.1M +32,876 +77%
IFG
112
Independent Financial Group
California
$2.43M +$73.6K +2,194 +3%
LCC
113
Lincoln Capital Corp
Rhode Island
$2.41M +$115K +3,419 +5%
DC
114
Dahring Cusmano
Michigan
$2.39M +$4.46K +133 +0.2%
HA
115
HFG Advisors
Ohio
$2.39M -$5.63K -168 -0.2%
WP
116
WealthPLAN Partners
Nebraska
$2.38M +$178K +5,313 +8%
HNWAG
117
High Net Worth Advisory Group
Florida
$2.38M +$226K +6,739 +10%
RSWM
118
Robertson Stephens Wealth Management
California
$2.36M +$221K +6,579 +10%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.35M +$2.44M +72,815 New
EA
120
Eclectic Associates
California
$2.33M +$825K +24,608 +52%
SMAM
121
Sugar Maple Asset Management
Wisconsin
$2.2M +$2.29M +68,270 New
WS
122
Wedbush Securities
California
$2.15M +$554K +16,522 +33%
HH
123
Hilltop Holdings
Texas
$2.05M +$2.13M +63,422 New
CIAS
124
Capital Investment Advisory Services
North Carolina
$2.04M +$233K +6,944 +12%
Comerica Bank
125
Comerica Bank
Texas
$1.99M +$1.77M +52,807 +599%
3 4
5
6 7

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.