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T. Rowe Price Capital Appreciation Equity ETF

254 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, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01%71.75% (+5.7%)

2% more funds holding

Funds holding: 248254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
151
Per Stirling Capital Management
Texas
$1.23M +$398K +11,859 +45%
MFA
152
Mayflower Financial Advisors
Massachusetts
$1.22M +$65.6K +1,957 +5%
AF
153
Advisornet Financial
Minnesota
$1.21M +$2.92K +87 +0.2%
Citadel Advisors
154
Citadel Advisors
Florida
$1.14M -$4.32M -129,002 -78%
WF
155
Warner Financial
Maryland
$1.12M -$35.5K -1,058 -3%
AAP
156
Arax Advisory Partners
Colorado
$1.07M +$342K +10,191 +45%
HIA
157
Harbor Investment Advisory
Maryland
$1.04M +$272K +8,123 +34%
SIM
158
Studio Investment Management
Illinois
$1.03M +$10.6K +316 +1%
CIA
159
Concurrent Investment Advisors
Florida
$1.01M +$101K +3,007 +11%
FWM
160
FMA Wealth Management
Massachusetts
$941K
O3W
161
Omni 360 Wealth
New Jersey
$937K -$601K -17,935 -38%
AAS
162
Avantax Advisory Services
Texas
$922K +$521K +15,539 +119%
SBWIC
163
Schaper Benz & Wise Investment Counsel
Wisconsin
$857K +$31.8K +950 +4%
CWM
164
Cornerstone Wealth Management
Missouri
$804K +$75.6K +2,254 +10%
JWCA
165
J.W. Cole Advisors
Florida
$770K +$556K +16,570 +228%
GAM
166
Gotham Asset Management
New York
$734K
IA
167
IFP Advisors
Florida
$732K +$744K +22,190 +4,438%
WAM
168
WNY Asset Management
New York
$732K -$139K -4,142 -15%
MCA
169
MSH Capital Advisors
Arizona
$688K +$19.4K +579 +3%
CFP
170
Comprehensive Financial Planning
Pennsylvania
$660K +$602K +17,963 +727%
GF
171
GGM Financials
Ohio
$652K +$27.1K +809 +4%
LWM
172
LongView Wealth Management
Georgia
$639K +$664K +19,800 New
PWA
173
PCG Wealth Advisors
Kansas
$637K -$1.24M -36,912 -65%
SWP
174
Sagespring Wealth Partners
Tennessee
$631K +$22.4K +669 +4%
ARC
175
Advisor Resource Council
Texas
$629K +$653K +19,479 New

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.