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T. Rowe Price Capital Appreciation Equity ETF

254 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01%71.75% (+5.7%)

2% more funds holding

Funds holding: 248254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M +$226K +6,751 +13%
CFS
127
CRA Financial Services
New Jersey
$1.84M +$258K +7,687 +16%
TFS
128
Thoroughbred Financial Services
Tennessee
$1.79M +$183K +5,467 +11%
CSP
129
Cary Street Partners
Virginia
$1.75M +$63.7K +1,900 +4%
SS
130
Sunbelt Securities
Texas
$1.75M -$84.4K -2,518 -4%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.73M -$232K -6,914 -11%
SWMG
132
Sard Wealth Management Group
Georgia
$1.71M +$224K +6,668 +14%
PS
133
Principal Securities
Iowa
$1.68M
NL
134
NVWM LLC
Pennsylvania
$1.67M +$287K +8,557 +20%
MCM
135
MAI Capital Management
Ohio
$1.67M +$355K +10,582 +26%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$1.64M +$324K +9,653 +23%
LCWP
137
Legacy Capital Wealth Partners
Arkansas
$1.6M +$1.66M +49,660 New
IA
138
IFG Advisory
Georgia
$1.6M +$372K +11,098 +29%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$1.6M +$280K +8,340 +20%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$149K +4,433 +10%
CWA
141
CJM Wealth Advisers
Virginia
$1.53M +$209K +6,243 +15%
WCG
142
Weaver Consulting Group
California
$1.47M +$24K +716 +2%
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
$1.45M -$10.9K -325 -0.7%
RIA
144
Regal Investment Advisors
Michigan
$1.45M +$458K +13,670 +44%
SFG
145
Seamount Financial Group
Colorado
$1.44M +$200K +5,961 +15%
IAN
146
Integrated Advisors Network
Texas
$1.39M +$588K +17,533 +69%
FAM
147
Frontier Asset Management
Wyoming
$1.36M -$240K -7,146 -15%
AW
148
Atlas Wealth
Ohio
$1.35M -$30.9K -923 -2%
RWA
149
Redhawk Wealth Advisors
Minnesota
$1.34M +$41.2K +1,230 +3%
GWCM
150
Godshalk Welsh Capital Management
Pennsylvania
$1.27M +$5.03K +150 +0.4%

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.