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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
151
GTS Securities
New York
$1.92M +$1.86M +50,932 New
OWA
152
ORBA Wealth Advisors
Illinois
$1.92M -$121K -3,304 -6%
IAN
153
Integrated Advisors Network
Texas
$1.91M +$138K +3,762 +8%
LCWP
154
Legacy Capital Wealth Partners
Arkansas
$1.91M +$72.5K +1,982 +4%
PWA
155
PCG Wealth Advisors
Kansas
$1.88M +$1.83M +49,951 New
PS
156
Principal Securities
Iowa
$1.87M +$26K +711 +1%
RIA
157
Regal Investment Advisors
Michigan
$1.87M
NL
158
NVWM LLC
Pennsylvania
$1.87M -$115K -3,134 -6%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.87M +$596K +16,300 +49%
UAG
160
United Advisor Group
Ohio
$1.85M +$1.01M +27,571 +128%
CWA
161
CJM Wealth Advisers
Virginia
$1.75M
FFS
162
Founders Financial Securities
Maryland
$1.71M +$3.91K +107 +0.2%
AF
163
Advisornet Financial
Minnesota
$1.7M +$202K +5,513 +14%
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$1.7M +$166K +4,550 +11%
PAM
165
Peak Asset Management
Colorado
$1.66M +$1.61M +44,039 New
RWA
166
Redhawk Wealth Advisors
Minnesota
$1.56M +$366 +10 +0%
SS
167
Sunbelt Securities
Texas
$1.55M -$570K -15,598 -28%
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$1.52M +$5.49K +150 +0.4%
AAP
169
Arax Advisory Partners
Colorado
$1.37M +$179K +4,895 +16%
O3W
170
Omni 360 Wealth
New Jersey
$1.37M +$103K +2,816 +8%
MFA
171
Mayflower Financial Advisors
Massachusetts
$1.34M -$79.9K -2,185 -6%
CAM
172
Cozad Asset Management
Illinois
$1.32M +$515K +14,075 +67%
WF
173
Warner Financial
Maryland
$1.31M -$1.24K -34 -0.1%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$1.2M +$1.17M +31,945 New
WWM
175
Western Wealth Management
Colorado
$1.19M +$770K +21,045 +198%