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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$2.33M +$27.9K +729 +1%
PAM
152
Peak Asset Management
Colorado
$2.26M +$583K +15,207 +35%
WWM
153
Western Wealth Management
Colorado
$2.25M +$1.04M +27,196 +86%
NEWAS
154
N.E.W. Advisory Services
Wisconsin
$2.06M +$1.81M +47,302 +725%
DC
155
Dahring Cusmano
Michigan
$2.03M -$604K -15,757 -23%
Comerica Bank
156
Comerica Bank
Texas
$2.02M -$354K -9,232 -15%
CSP
157
Cary Street Partners
Virginia
$1.96M -$18.7K -488 -0.9%
WCG
158
Weaver Consulting Group
California
$1.95M -$460 -12 -0%
PWA
159
PCG Wealth Advisors
Kansas
$1.94M +$31.4K +821 +2%
WA
160
Wealth Alliance
New York
$1.94M +$953K +24,876 +96%
RA
161
Rubicon Advisors
California
$1.93M +$1.94M +50,602 New
AF
162
Advisornet Financial
Minnesota
$1.93M +$206K +5,377 +12%
NL
163
NVWM LLC
Pennsylvania
$1.93M +$32.1K +837 +2%
FFS
164
Founders Financial Securities
Maryland
$1.92M +$181K +4,738 +10%
JWCA
165
J.W. Cole Advisors
Florida
$1.91M +$222K +5,807 +11%
PS
166
Principal Securities
Iowa
$1.91M +$7.93K +207 +0.4%
RIA
167
Regal Investment Advisors
Michigan
$1.9M +$306 +8 +0%
LCWP
168
Legacy Capital Wealth Partners
Arkansas
$1.88M -$50.1K -1,308 -3%
CGH
169
CMG Global Holdings
Texas
$1.86M -$84.5K -2,207 -4%
AWM
170
AE Wealth Management
Kansas
$1.84M +$1.84M +48,137 New
SEP
171
Signature Equity Partners
Ohio
$1.83M +$1.83M +47,767 New
GWCM
172
Godshalk Welsh Capital Management
Pennsylvania
$1.78M +$57.5K +1,500 +3%
CWA
173
CJM Wealth Advisers
Virginia
$1.78M +$345 +9 +0%
GAFA
174
Garton & Associates Financial Advisors
Kentucky
$1.77M +$1.77M +46,323 New
CAM
175
Cozad Asset Management
Illinois
$1.76M +$425K +11,095 +32%