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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
101
Lighthouse Financial
Florida
$4.5M +$722K +19,736 +20%
EH
102
Equitable Holdings
New York
$4.48M +$698K +19,102 +19%
SFC
103
Sprinkle Financial Consultants
Colorado
$4.45M +$118K +3,227 +3%
SFC
104
Strategic Financial Concepts
Texas
$4.29M +$301K +8,234 +8%
LWM
105
Liberty Wealth Management
California
$4.16M +$16.9K +462 +0.4%
SWP
106
Stratos Wealth Partners
Ohio
$4.14M +$244K +6,683 +6%
VFPW
107
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.08M +$255K +6,978 +7%
HF
108
HRT Financial
New York
$4.05M +$3.93M +107,525 New
CAG
109
Centerpoint Advisory Group
Kansas
$3.98M +$291K +7,966 +8%
MFG
110
Merit Financial Group
Georgia
$3.95M +$811K +22,185 +27%
SL
111
SFM LLC
New Hampshire
$3.74M -$104K -2,844 -3%
Corient Private Wealth
112
Corient Private Wealth
Florida
$3.74M +$121K +3,302 +3%
SPC
113
Sigma Planning Corp
Michigan
$3.68M +$289K +7,897 +9%
SMAM
114
Sugar Maple Asset Management
Wisconsin
$3.58M -$146K -3,980 -4%
CIAS
115
Capital Investment Advisory Services
North Carolina
$3.45M +$84.1K +2,300 +3%
Truist Financial
116
Truist Financial
North Carolina
$3.38M +$285K +7,797 +10%
WWA
117
Wingate Wealth Advisors
Massachusetts
$3.32M -$30.2K -825 -0.9%
KPWS
118
Kestra Private Wealth Services
Texas
$3.3M +$2.61M +71,277 +441%
WS
119
Wedbush Securities
California
$3.26M +$435K +11,910 +16%
HNWAG
120
High Net Worth Advisory Group
Florida
$3.19M +$418K +11,421 +16%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$3.06M +$120K +3,276 +4%
HG
122
Harbor Group
New Hampshire
$3.05M +$1.47M +40,147 +99%
CIA
123
Compass Ion Advisors
Pennsylvania
$2.99M -$11.4K -313 -0.4%
LCC
124
Lincoln Capital Corp
Rhode Island
$2.98M +$73.1K +2,000 +3%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$2.94M +$2.85M +77,880 New