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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
126
HighPoint Advisor Group
Illinois
$3.33M +$3.33M +87,053 New
VR
127
Vision Retirement
New Jersey
$3.33M +$3.33M +87,052 New
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$3.19M +$86.1K +2,248 +3%
LCC
129
Lincoln Capital Corp
Rhode Island
$3.07M +$48K +1,253 +2%
WP
130
WealthPLAN Partners
Nebraska
$3.05M +$85.6K +2,234 +3%
IFG
131
Independent Financial Group
California
$2.98M +$217K +5,670 +8%
HA
132
HFG Advisors
Ohio
$2.94M -$18.5K -482 -0.6%
CIA
133
Compass Ion Advisors
Pennsylvania
$2.94M -$94.2K -2,459 -3%
HIA
134
Harbor Investment Advisory
Maryland
$2.91M +$386K +10,088 +15%
BEI
135
Benjamin Edwards Inc
Missouri
$2.87M +$255K +6,667 +10%
SHJ
136
Sharkey, Howes & Javer
Colorado
$2.8M -$2.81M -73,235 -50%
CFS
137
CRA Financial Services
New Jersey
$2.79M +$247K +6,455 +10%
FGA
138
Fortis Group Advisors
New Jersey
$2.77M -$4.4M -114,770 -61%
UAG
139
United Advisor Group
Ohio
$2.68M +$798K +20,833 +42%
RSWM
140
Robertson Stephens Wealth Management
California
$2.57M +$11.3K +296 +0.4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$2.57M +$448K +11,708 +21%
HFG
142
Harborfront Financial Group
Michigan
$2.55M +$2.56M +66,740 New
SF
143
Summit Financial
New Jersey
$2.5M +$15.8K +412 +0.6%
IA
144
IFP Advisors
Florida
$2.47M +$1.48M +38,618 +148%
SWMG
145
Sard Wealth Management Group
Georgia
$2.45M +$65.2K +1,703 +3%
SFG
146
Seamount Financial Group
Colorado
$2.4M +$322K +8,395 +15%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$2.4M +$1.18M +30,780 +96%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$2.38M -$5.75K -150 -0.2%
HH
149
Hilltop Holdings
Texas
$2.37M -$30.1K -785 -1%
IAN
150
Integrated Advisors Network
Texas
$2.35M +$421K +10,984 +22%