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T. Rowe Price Capital Appreciation Equity ETF

213 hedge funds and large institutions have $1.5B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 32

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $1.11B → $1.5B (+$391M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 203213 (+10)

3.6% less ownership

Funds ownership: 68.1%64.5% (-3.6%)

Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
3.06%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
24
Increased
142
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
151
Trademark Financial Management
Minnesota
$568K +$106K +3,310 +24%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$566K +$304K +9,476 +126%
Bank of America
153
Bank of America
North Carolina
$563K +$533K +16,648 +6,054%
MCA
154
MSH Capital Advisors
Arizona
$554K +$226K +7,063 +74%
FCH
155
Freestone Capital Holdings
Washington
$552K +$3.2K +100 +0.6%
PWM
156
Pinnacle Wealth Management
California
$535K -$17.4K -543 -3%
LWA
157
Lowe Wealth Advisors
Maryland
$530K +$109K +3,415 +27%
IA
158
IFG Advisory
Georgia
$508K +$124K +3,873 +34%
EFL
159
ERn Financial LLC
Wisconsin
$506K +$29K +904 +6%
MIM
160
Macroview Investment Management
Maryland
$494K +$12.8K +399 +3%
AF
161
Apollon Financial
South Carolina
$456K +$32K +1,000 +8%
Creative Planning
162
Creative Planning
Kansas
$450K +$88.8K +2,773 +26%
AI
163
Atria Investments
North Carolina
$412K +$40.2K +1,255 +11%
ACA
164
Aptus Capital Advisors
Alabama
$407K
GWANC
165
Guardian Wealth Advisors (North Carolina)
North Carolina
$407K
FFA
166
Founders Financial Alliance
North Carolina
$369K +$16.8K +525 +5%
BFWM
167
Bright Futures Wealth Management
New York
$361K +$4.74K +148 +1%
NCM
168
Northwest Capital Management
Oregon
$352K
CAL
169
Capital Analysts LLC
Pennsylvania
$351K +$55K +1,717 +19%
AAS
170
Ameritas Advisory Services
Nebraska
$351K -$145K -4,521 -30%
WIM
171
Westside Investment Management
California
$342K +$8.01K +250 +2%
IWM
172
IHT Wealth Management
Illinois
$339K +$327K +10,201 New
TBC
173
Ted Buchan & Co
California
$335K -$272K -8,492 -46%
AWP
174
Atlas Wealth Partners
Pennsylvania
$318K -$15.5K -485 -5%
GKWIM
175
Gerber Kawasaki Wealth & Investment Management
California
$317K +$44.8K +1,400 +17%