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T. Rowe Price Capital Appreciation Equity ETF

248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

358% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 33

123% more capital invested

Capital invested by funds: $1.5B → $3.36B (+$1.86B)

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

16% more funds holding

Funds holding: 213248 (+35)

1.51% more ownership

Funds ownership: 64.5%66.01% (+1.5%)

Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
126
Wedbush Securities
California
$1.67M +$294K +8,718 +21%
TFS
127
Thoroughbred Financial Services
Tennessee
$1.66M +$692K +20,526 +70%
CFS
128
CRA Financial Services
New Jersey
$1.64M +$134K +3,969 +9%
FAM
129
Frontier Asset Management
Wyoming
$1.64M -$285K -8,448 -15%
IAA
130
Independent Advisor Alliance
North Carolina
$1.63M +$1.66M +49,117 New
EA
131
Eclectic Associates
California
$1.58M +$768K +22,790 +92%
O3W
132
Omni 360 Wealth
New Jersey
$1.56M +$320K +9,498 +25%
SWMG
133
Sard Wealth Management Group
Georgia
$1.54M +$97.2K +2,883 +7%
WCFA
134
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$178K +5,282 +13%
WCG
135
Weaver Consulting Group
California
$1.5M +$34.5K +1,022 +2%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$766K +22,718 +108%
NL
137
NVWM LLC
Pennsylvania
$1.43M -$8.36K -248 -0.6%
Truist Financial
138
Truist Financial
North Carolina
$1.43M +$252K +7,473 +21%
AW
139
Atlas Wealth
Ohio
$1.42M +$144K +4,282 +11%
Jane Street
140
Jane Street
New York
$1.4M -$25.4K -752 -2%
CWA
141
CJM Wealth Advisers
Virginia
$1.37M +$188K +5,589 +16%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$1.37M -$406K -12,031 -23%
WEG
143
World Equity Group
Illinois
$1.37M +$1.38M +41,064 New
MCM
144
MAI Capital Management
Ohio
$1.36M +$715K +21,195 +107%
RWA
145
Redhawk Wealth Advisors
Minnesota
$1.34M +$10K +298 +0.7%
GWCM
146
Godshalk Welsh Capital Management
Pennsylvania
$1.31M +$86K +2,550 +7%
SFG
147
Seamount Financial Group
Colorado
$1.29M +$427K +12,653 +48%
IA
148
IFG Advisory
Georgia
$1.28M +$781K +23,155 +152%
AF
149
Advisornet Financial
Minnesota
$1.25M +$20.4K +605 +2%
MFA
150
Mayflower Financial Advisors
Massachusetts
$1.19M +$62.9K +1,865 +5%