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T. Rowe Price Capital Appreciation Equity ETF

212 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 23 funds opening new positions, 142 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.07%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
23
Increased
142
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$566K 17,009 +9,476 +126%
Bank of America
152
Bank of America
North Carolina
$563K 16,923 +16,648 +6,054%
MCA
153
MSH Capital Advisors
Arizona
$554K 16,662 +7,063 +74%
FCH
154
Freestone Capital Holdings
Washington
$552K 16,610 +100 +0.6%
PWM
155
Pinnacle Wealth Management
California
$535K 16,095 -543 -3%
LWA
156
Lowe Wealth Advisors
Maryland
$530K 15,945 +3,415 +27%
IA
157
IFG Advisory
Georgia
$508K 15,282 +3,873 +34%
EFL
158
ERn Financial LLC
Wisconsin
$506K 15,225 +904 +6%
MIM
159
Macroview Investment Management
Maryland
$494K 14,864 +399 +3%
AF
160
Apollon Financial
South Carolina
$456K 13,700 +1,000 +8%
Creative Planning
161
Creative Planning
Kansas
$450K 13,544 +2,773 +26%
AI
162
Atria Investments
North Carolina
$412K 12,377 +1,255 +11%
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$407K 12,235
ACA
164
Aptus Capital Advisors
Alabama
$407K 12,235
FFA
165
Founders Financial Alliance
North Carolina
$369K 11,084 +525 +5%
BFWM
166
Bright Futures Wealth Management
New York
$361K 10,814 +148 +1%
NCM
167
Northwest Capital Management
Oregon
$352K 10,601
CAL
168
Capital Analysts LLC
Pennsylvania
$351K 10,567 +1,717 +19%
AAS
169
Ameritas Advisory Services
Nebraska
$351K 10,548 -4,521 -30%
WIM
170
Westside Investment Management
California
$342K 10,275 +250 +2%
IWM
171
IHT Wealth Management
Illinois
$339K 10,201 +10,201 New
TBC
172
Ted Buchan & Co
California
$335K 10,082 -8,492 -46%
AWP
173
Atlas Wealth Partners
Pennsylvania
$318K 9,564 -485 -5%
GKWIM
174
Gerber Kawasaki Wealth & Investment Management
California
$317K 9,535 +1,400 +17%
RJT
175
Raymond James Trust
Florida
$313K 9,425 +795 +9%