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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
151
Legacy Capital Wealth Partners
Arkansas
$2.14M +$402K +10,749 +22%
IAA
152
Independent Advisor Alliance
North Carolina
$2.12M +$2.23M +59,678 New
IAN
153
Integrated Advisors Network
Texas
$2.1M -$95.4K -2,548 -4%
FFS
154
Founders Financial Securities
Maryland
$2.05M +$181K +4,847 +10%
PS
155
Principal Securities
Iowa
$2.03M +$264K +7,049 +14%
SAM
156
SVRN Asset Management
Texas
$2.02M -$1.52M -40,673 -42%
MGWM
157
Marks Group Wealth Management
Minnesota
$1.89M +$1.09M +28,994 +121%
WCG
158
Weaver Consulting Group
California
$1.84M +$27K +720 +1%
VR
159
Vision Retirement
New Jersey
$1.82M -$1.35M -35,939 -41%
NL
160
NVWM LLC
Pennsylvania
$1.79M -$2.92K -78 -0.2%
PWA
161
PCG Wealth Advisors
Kansas
$1.79M -$20.9K -558 -1%
GAFA
162
Garton & Associates Financial Advisors
Kentucky
$1.77M +$124K +3,306 +7%
AF
163
Advisornet Financial
Minnesota
$1.76M -$39K -1,043 -2%
CAM
164
Cozad Asset Management
Illinois
$1.75M +$111K +2,965 +6%
GWCM
165
Godshalk Welsh Capital Management
Pennsylvania
$1.74M +$88K +2,350 +5%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$1.74M -$498K -13,301 -21%
RIA
167
Regal Investment Advisors
Michigan
$1.72M -$46.6K -1,245 -3%
CSP
168
Cary Street Partners
Virginia
$1.66M -$180K -4,808 -9%
CWA
169
CJM Wealth Advisers
Virginia
$1.58M -$82.8K -2,211 -5%
VC
170
Vicus Capital
Pennsylvania
$1.57M +$708K +18,921 +75%
SN
171
Sittner & Nelson
Oregon
$1.55M +$364K +9,711 +29%
SEP
172
Signature Equity Partners
Ohio
$1.52M -$194K -5,181 -11%
SS
173
Sunbelt Securities
Texas
$1.46M -$9.81K -262 -0.6%
AIM
174
Advyzon Investment Management
Illinois
$1.41M +$317K +8,461 +27%
SMAM
175
Sugar Maple Asset Management
Wisconsin
$1.39M -$2.82M -75,467 -66%