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T. Rowe Price Capital Appreciation Equity ETF

252 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
151
Mayflower Financial Advisors
Massachusetts
$1.22M +$63.2K +1,957 +5%
AF
152
Advisornet Financial
Minnesota
$1.21M +$2.81K +87 +0.2%
Citadel Advisors
153
Citadel Advisors
Florida
$1.14M -$4.16M -129,002 -78%
WF
154
Warner Financial
Maryland
$1.12M -$34.1K -1,058 -3%
AAP
155
Arax Advisory Partners
Colorado
$1.07M +$329K +10,191 +45%
HIA
156
Harbor Investment Advisory
Maryland
$1.04M +$262K +8,123 +34%
SIM
157
Studio Investment Management
Illinois
$1.03M +$10.2K +316 +1%
CIA
158
Concurrent Investment Advisors
Florida
$1.01M +$97.1K +3,007 +11%
FWM
159
FMA Wealth Management
Massachusetts
$941K
O3W
160
Omni 360 Wealth
New Jersey
$937K -$579K -17,935 -38%
AAS
161
Avantax Advisory Services
Texas
$922K +$502K +15,539 +119%
SBWIC
162
Schaper Benz & Wise Investment Counsel
Wisconsin
$857K +$30.7K +950 +4%
CWM
163
Cornerstone Wealth Management
Missouri
$804K +$72.8K +2,254 +10%
JWCA
164
J.W. Cole Advisors
Florida
$770K +$535K +16,570 +228%
GAM
165
Gotham Asset Management
New York
$734K
IA
166
IFP Advisors
Florida
$732K +$716K +22,190 +4,438%
WAM
167
WNY Asset Management
New York
$732K -$134K -4,142 -15%
MCA
168
MSH Capital Advisors
Arizona
$688K +$18.7K +579 +3%
CFP
169
Comprehensive Financial Planning
Pennsylvania
$660K +$580K +17,963 +727%
GF
170
GGM Financials
Ohio
$652K +$26.1K +809 +4%
LWM
171
LongView Wealth Management
Georgia
$639K +$639K +19,800 New
PWA
172
PCG Wealth Advisors
Kansas
$637K -$1.19M -36,912 -65%
SWP
173
Sagespring Wealth Partners
Tennessee
$631K +$21.6K +669 +4%
ARC
174
Advisor Resource Council
Texas
$629K +$629K +19,479 New
Creative Planning
175
Creative Planning
Kansas
$629K -$872 -27 -0.1%