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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

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.

Holders
203
Holders Change
+37
Holders Change %
+22.29%
% of All Funds
2.95%
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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$78.2M
2
LPL Financial
2
LPL Financial
California
$106M
3
TI
3
TTP Investments
California
$30.9M
4
LFAS
4
Level Four Advisory Services
Texas
$19.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
LODC
1
Lanham O'Dell & Company
West Virginia
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$43.2M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$1.26M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.38M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M
Name Market Value Shares Shares
Change 		Shares
Change %
GF
126
GGM Financials
Ohio
$570K 18,149 +18,149 New
KAS
127
Kestra Advisory Services
Texas
$549K 17,491 +3,750 +27%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$541K 17,229 +8,765 +104%
SWP
129
Stratos Wealth Partners
Ohio
$526K 16,750 +3,915 +31%
PWM
130
Pinnacle Wealth Management
California
$523K 16,638 +297 +2%
FCH
131
Freestone Capital Holdings
Washington
$519K 16,510 +16,510 New
CWM
132
Cornerstone Wealth Management
Missouri
$483K 15,393 +3,950 +35%
AAS
133
Ameritas Advisory Services
Nebraska
$473K 15,069 +100 +0.7%
HIA
134
Harbor Investment Advisory
Maryland
$470K 14,960 +330 +2%
MIM
135
Macroview Investment Management
Maryland
$454K 14,465 +1,419 +11%
EFL
136
ERn Financial LLC
Wisconsin
$450K 14,321 +14,321 New
BCA
137
Bay Colony Advisors
Massachusetts
$439K 13,961 +6,740 +93%
TFM
138
Trademark Financial Management
Minnesota
$432K 13,761 -810 -6%
MCM
139
MAI Capital Management
Ohio
$424K 13,494 +13,494 New
SIM
140
Studio Investment Management
Illinois
$423K 13,457 +1,263 +10%
AF
141
Apollon Financial
South Carolina
$399K 12,700 +12,700 New
LWA
142
Lowe Wealth Advisors
Maryland
$394K 12,530 +5,287 +73%
AF
143
Advisornet Financial
Minnesota
$393K 12,512 +4,129 +49%
ACA
144
Aptus Capital Advisors
Alabama
$384K 12,235 +500 +4%
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$384K 12,235 +500 +4%
SA
146
Sanctuary Advisors
Indiana
$362K 12,226 +12,226 New
IA
147
IFG Advisory
Georgia
$358K 11,409 +11,409 New
AI
148
Atria Investments
North Carolina
$349K 11,122 +11,122 New
Creative Planning
149
Creative Planning
Kansas
$338K 10,771 +796 +8%
BFWM
150
Bright Futures Wealth Management
New York
$335K 10,666 – –
4 5
6
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