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T. Rowe Price Capital Appreciation Equity ETF

203 hedge funds and large institutions have $1.11B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

321% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 28

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

29% more capital invested

Capital invested by funds: $864M → $1.11B (+$250M)

22% more funds holding

Funds holding: 166203 (+37)

0.01% more ownership

Funds ownership: 68.08%68.1% (+0.01%)

Holders
203
Holders Change
+37
Holders Change %
+22.29%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
44
Increased
118
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
126
GGM Financials
Ohio
$570K +$550K +18,149 New
KAS
127
Kestra Advisory Services
Texas
$549K +$114K +3,750 +27%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$541K +$266K +8,765 +104%
SWP
129
Stratos Wealth Partners
Ohio
$526K +$119K +3,915 +31%
PWM
130
Pinnacle Wealth Management
California
$523K +$9K +297 +2%
FCH
131
Freestone Capital Holdings
Washington
$519K +$501K +16,510 New
CWM
132
Cornerstone Wealth Management
Missouri
$483K +$120K +3,950 +35%
AAS
133
Ameritas Advisory Services
Nebraska
$473K +$3.03K +100 +0.7%
HIA
134
Harbor Investment Advisory
Maryland
$470K +$10K +330 +2%
MIM
135
Macroview Investment Management
Maryland
$454K +$43K +1,419 +11%
EFL
136
ERn Financial LLC
Wisconsin
$450K +$434K +14,321 New
BCA
137
Bay Colony Advisors
Massachusetts
$439K +$204K +6,740 +93%
TFM
138
Trademark Financial Management
Minnesota
$432K -$24.6K -810 -6%
MCM
139
MAI Capital Management
Ohio
$424K +$409K +13,494 New
SIM
140
Studio Investment Management
Illinois
$423K +$38.3K +1,263 +10%
AF
141
Apollon Financial
South Carolina
$399K +$385K +12,700 New
LWA
142
Lowe Wealth Advisors
Maryland
$394K +$160K +5,287 +73%
AF
143
Advisornet Financial
Minnesota
$393K +$125K +4,129 +49%
ACA
144
Aptus Capital Advisors
Alabama
$384K +$15.2K +500 +4%
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$384K +$15.2K +500 +4%
SA
146
Sanctuary Advisors
Indiana
$362K +$371K +12,226 New
IA
147
IFG Advisory
Georgia
$358K +$346K +11,409 New
AI
148
Atria Investments
North Carolina
$349K +$337K +11,122 New
Creative Planning
149
Creative Planning
Kansas
$338K +$24.1K +796 +8%
BFWM
150
Bright Futures Wealth Management
New York
$335K