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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$2.92M +$83.8K +2,291 +3%
HA
127
HFG Advisors
Ohio
$2.92M +$79.8K +2,183 +3%
Mariner
128
Mariner
Kansas
$2.86M -$482K -13,186 -15%
IFG
129
Independent Financial Group
California
$2.73M -$126K -3,447 -5%
CIA
130
Concurrent Investment Advisors
Florida
$2.72M +$391K +10,686 +17%
DC
131
Dahring Cusmano
Michigan
$2.59M -$185K -5,059 -7%
BEI
132
Benjamin Edwards Inc
Missouri
$2.58M +$237K +6,480 +10%
RSWM
133
Robertson Stephens Wealth Management
California
$2.53M -$133K -3,649 -5%
CFS
134
CRA Financial Services
New Jersey
$2.51M +$140K +3,837 +6%
HIA
135
Harbor Investment Advisory
Maryland
$2.49M +$713K +19,505 +42%
SF
136
Summit Financial
New Jersey
$2.45M +$2.37M +64,887 New
HH
137
Hilltop Holdings
Texas
$2.37M -$3.04K -83 -0.1%
SWMG
138
Sard Wealth Management Group
Georgia
$2.35M +$164K +4,476 +8%
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$2.35M +$94.8K +2,593 +4%
Comerica Bank
140
Comerica Bank
Texas
$2.34M +$56K +1,532 +3%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$2.27M +$64.2K +1,756 +3%
Jane Street
142
Jane Street
New York
$2.12M +$1.1M +30,026 +115%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$127K +3,469 +7%
Citadel Advisors
144
Citadel Advisors
Florida
$2.07M +$476K +13,029 +31%
SFG
145
Seamount Financial Group
Colorado
$2.05M +$264K +7,218 +15%
MCM
146
MAI Capital Management
Ohio
$2.02M +$188K +5,138 +11%
CGH
147
CMG Global Holdings
Texas
$1.97M -$36.6K -1,000 -2%
CSP
148
Cary Street Partners
Virginia
$1.96M -$8.04K -220 -0.4%
JWCA
149
J.W. Cole Advisors
Florida
$1.94M +$281K +7,684 +18%
WCG
150
Weaver Consulting Group
California
$1.93M +$3.99K +109 +0.2%