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T. Rowe Price Capital Appreciation Equity ETF

273 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+21
Holders Change %
+8.33%
% of All Funds
3.66%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
39
Increased
158
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HH
126
Hilltop Holdings
Texas
$2.22M -$14.8K -419 -0.7%
CFS
127
CRA Financial Services
New Jersey
$2.21M +$200K +5,673 +10%
BEI
128
Benjamin Edwards Inc
Missouri
$2.19M +$1.83M +51,885 +512%
CIA
129
Concurrent Investment Advisors
Florida
$2.17M +$1.07M +30,209 +97%
Comerica Bank
130
Comerica Bank
Texas
$2.14M -$33.9K -962 -2%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$2.11M +$313K +8,865 +17%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$2.06M -$39.3K -1,115 -2%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$2.05M +$2.05M +58,087 New
SWMG
134
Sard Wealth Management Group
Georgia
$2.04M +$176K +4,996 +9%
CGH
135
CMG Global Holdings
Texas
$1.93M +$1.93M +52,636 New
OWA
136
ORBA Wealth Advisors
Illinois
$1.91M -$1.74M -49,320 -48%
SS
137
Sunbelt Securities
Texas
$1.88M +$83.8K +2,518 +5%
NL
138
NVWM LLC
Pennsylvania
$1.86M +$36.5K +1,035 +2%
CSP
139
Cary Street Partners
Virginia
$1.84M -$72.3K -2,050 -4%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$1.84M +$134K +3,792 +8%
WCG
141
Weaver Consulting Group
California
$1.8M +$189K +5,352 +12%
RIA
142
Regal Investment Advisors
Michigan
$1.75M +$163K +4,611 +10%
PS
143
Principal Securities
Iowa
$1.73M -$52K -1,474 -3%
LCWP
144
Legacy Capital Wealth Partners
Arkansas
$1.71M -$37.9K -1,073 -2%
MCM
145
MAI Capital Management
Ohio
$1.71M -$108K -3,067 -6%
SFG
146
Seamount Financial Group
Colorado
$1.66M +$83.7K +2,373 +5%
IAN
147
Integrated Advisors Network
Texas
$1.65M +$136K +3,843 +9%
HIA
148
Harbor Investment Advisory
Maryland
$1.64M +$500K +14,160 +44%
CWA
149
CJM Wealth Advisers
Virginia
$1.64M -$30.9K -875 -2%
FFS
150
Founders Financial Securities
Maryland
$1.6M +$1.6M +45,358 New