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T. Rowe Price Capital Appreciation Equity ETF

288 hedge funds and large institutions have $4.15B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
176
American Financial Advisors
Georgia
$1.15M
FWM
177
FMA Wealth Management
Massachusetts
$1.13M
SBWIC
178
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.11M
FAM
179
Frontier Asset Management
Wyoming
$1.1M
PSCM
180
Per Stirling Capital Management
Texas
$1.04M
CWM
181
Cornerstone Wealth Management
Missouri
$1.03M
LWA
182
Lowe Wealth Advisors
Maryland
$1.02M
WA
183
Wealth Alliance
New York
$974K
SN
184
Sittner & Nelson
Oregon
$968K
OFS
185
OneAscent Financial Services
Alabama
$965K
Creative Planning
186
Creative Planning
Kansas
$943K
PFA
187
Presper Financial Architects
Ohio
$929K
MCA
188
MSH Capital Advisors
Arizona
$924K
CFP
189
Comprehensive Financial Planning
Pennsylvania
$877K
LWM
190
LongView Wealth Management
Georgia
$860K
GAM
191
Gotham Asset Management
New York
$857K
IWM
192
IHT Wealth Management
Illinois
$844K
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$829K
KWM
194
Kingsview Wealth Management
Oregon
$797K
CA
195
CoreCap Advisors
Michigan
$793K
SWP
196
Sagespring Wealth Partners
Tennessee
$790K
AF
197
Apollon Financial
South Carolina
$738K
WAM
198
WNY Asset Management
New York
$705K
HI
199
Harbour Investments
Wisconsin
$694K
WIM
200
Westside Investment Management
California
$679K