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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

252 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, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$439M
2
LPL Financial
2
LPL Financial
California
$284M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$159M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59M
5
Bank of America
5
Bank of America
North Carolina
$35.3M

Top Sellers

1
AAG
1
Accordant Advisory Group
Maryland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.14M
3
VAM
3
Verity Asset Management
North Carolina
$0
4
CGH
4
CMG Global Holdings
Texas
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
126
CRA Financial Services
New Jersey
$1.84M +$248K +7,687 +16%
TFS
127
Thoroughbred Financial Services
Tennessee
$1.79M +$176K +5,467 +11%
CSP
128
Cary Street Partners
Virginia
$1.75M +$61.3K +1,900 +4%
SS
129
Sunbelt Securities
Texas
$1.75M -$81.3K -2,518 -4%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1.73M -$223K -6,914 -11%
SWMG
131
Sard Wealth Management Group
Georgia
$1.71M +$215K +6,668 +14%
PS
132
Principal Securities
Iowa
$1.68M – – –
NL
133
NVWM LLC
Pennsylvania
$1.67M +$276K +8,557 +20%
MCM
134
MAI Capital Management
Ohio
$1.67M +$342K +10,582 +26%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$1.64M +$312K +9,653 +23%
LCWP
136
Legacy Capital Wealth Partners
Arkansas
$1.6M +$1.6M +49,660 New
IA
137
IFG Advisory
Georgia
$1.6M +$358K +11,098 +29%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$1.6M +$269K +8,340 +20%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$143K +4,433 +10%
CWA
140
CJM Wealth Advisers
Virginia
$1.53M +$202K +6,243 +15%
WCG
141
Weaver Consulting Group
California
$1.47M +$23.1K +716 +2%
WCFA
142
Walkner Condon Financial Advisors
Wisconsin
$1.45M -$10.5K -325 -0.7%
RIA
143
Regal Investment Advisors
Michigan
$1.45M +$441K +13,670 +44%
SFG
144
Seamount Financial Group
Colorado
$1.44M +$192K +5,961 +15%
IAN
145
Integrated Advisors Network
Texas
$1.39M +$566K +17,533 +69%
FAM
146
Frontier Asset Management
Wyoming
$1.36M -$231K -7,146 -15%
AW
147
Atlas Wealth
Ohio
$1.35M -$29.8K -923 -2%
RWA
148
Redhawk Wealth Advisors
Minnesota
$1.34M +$39.7K +1,230 +3%
GWCM
149
Godshalk Welsh Capital Management
Pennsylvania
$1.27M +$4.84K +150 +0.4%
PSCM
150
Per Stirling Capital Management
Texas
$1.23M +$383K +11,859 +45%
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