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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$3.05M -$121M -3,227,575 -97%
HNWAG
127
High Net Worth Advisory Group
Florida
$3M -$144K -3,844 -4%
HIA
128
Harbor Investment Advisory
Maryland
$2.99M +$292K +7,811 +10%
BEI
129
Benjamin Edwards Inc
Missouri
$2.9M +$233K +6,212 +8%
HA
130
HFG Advisors
Ohio
$2.81M +$68.6K +1,832 +2%
WP
131
WealthPLAN Partners
Nebraska
$2.8M -$37.4K -998 -1%
AWM
132
Axxcess Wealth Management
California
$2.79M +$1.72M +46,025 +142%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$2.78M -$196K -5,241 -6%
CFS
134
CRA Financial Services
New Jersey
$2.75M +$164K +4,392 +6%
UAG
135
United Advisor Group
Ohio
$2.73M +$252K +6,742 +10%
CIA
136
Compass Ion Advisors
Pennsylvania
$2.7M -$36.2K -966 -1%
LCC
137
Lincoln Capital Corp
Rhode Island
$2.66M -$215K -5,739 -7%
SHJ
138
Sharkey, Howes & Javer
Colorado
$2.61M
IFG
139
Independent Financial Group
California
$2.6M -$185K -4,953 -6%
WWM
140
Western Wealth Management
Colorado
$2.56M +$485K +12,947 +22%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$2.43M +$41.1K +1,099 +2%
KWM
142
Kingsview Wealth Management
Oregon
$2.41M +$1.23M +32,910 +94%
RA
143
Rubicon Advisors
California
$2.41M +$642K +17,157 +34%
RSWM
144
Robertson Stephens Wealth Management
California
$2.39M +$37 +1 +0%
SF
145
Summit Financial
New Jersey
$2.39M +$73.8K +1,972 +3%
SFG
146
Seamount Financial Group
Colorado
$2.3M +$73.3K +1,957 +3%
SWMG
147
Sard Wealth Management Group
Georgia
$2.29M +$4.72K +126 +0.2%
JWCA
148
J.W. Cole Advisors
Florida
$2.28M +$245K +6,554 +11%
PAM
149
Peak Asset Management
Colorado
$2.2M +$98.8K +2,639 +4%
HH
150
Hilltop Holdings
Texas
$2.2M -$10.6K -283 -0.5%