We are live on ! Find out more
TCAF icon

T. Rowe Price Capital Appreciation Equity ETF

248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

358% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 33

123% more capital invested

Capital invested by funds: $1.5B → $3.36B (+$1.86B)

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

16% more funds holding

Funds holding: 213248 (+35)

1.51% more ownership

Funds ownership: 64.5%66.01% (+1.5%)

Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
151
Warner Financial
Maryland
$1.19M +$176K +5,209 +17%
SIM
152
Studio Investment Management
Illinois
$1.06M +$24.1K +715 +2%
RIA
153
Regal Investment Advisors
Michigan
$1.04M +$408K +12,096 +63%
CIA
154
Concurrent Investment Advisors
Florida
$939K +$347K +10,295 +57%
FWM
155
FMA Wealth Management
Massachusetts
$929K +$3.98K +118 +0.4%
WAM
156
WNY Asset Management
New York
$892K +$138K +4,089 +18%
AAS
157
Ameritas Advisory Services
Nebraska
$883K +$539K +15,979 +151%
PSCM
158
Per Stirling Capital Management
Texas
$873K +$570K +16,918 +181%
SBWIC
159
Schaper Benz & Wise Investment Counsel
Wisconsin
$851K +$51.8K +1,537 +6%
IAN
160
Integrated Advisors Network
Texas
$846K +$122K +3,614 +17%
BCA
161
Bay Colony Advisors
Massachusetts
$845K +$135K +4,018 +19%
T. Rowe Price Associates
162
T. Rowe Price Associates
Maryland
$828K +$198K +5,859 +31%
HIA
163
Harbor Investment Advisory
Maryland
$806K +$144K +4,285 +21%
Ameriprise
164
Ameriprise
Minnesota
$765K +$775K +22,994 New
AAP
165
Arax Advisory Partners
Colorado
$759K +$3.27K +97 +0.4%
GAM
166
Gotham Asset Management
New York
$756K +$766K +22,730 New
SB
167
Strategic Blueprint
Georgia
$756K -$178K -5,287 -19%
CWM
168
Cornerstone Wealth Management
Missouri
$753K +$116K +3,439 +18%
CFG
169
CMC Financial Group
Georgia
$736K +$746K +22,119 New
MCA
170
MSH Capital Advisors
Arizona
$690K +$138K +4,079 +24%
Goldman Sachs
171
Goldman Sachs
New York
$685K +$694K +20,582 New
Creative Planning
172
Creative Planning
Kansas
$649K +$201K +5,957 +44%
GF
173
GGM Financials
Ohio
$645K +$22.8K +675 +4%
SPC
174
Sigma Planning Corp
Michigan
$642K +$651K +19,307 New
TFGT
175
TS Financial Group (TSFG)
Illinois
$630K +$1.21K +36 +0.2%