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T. Rowe Price Capital Appreciation Equity ETF

272 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
3.65%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
39
Increased
158
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
176
Wealth Alliance
New York
$896K 25,392 +6,981 +38%
IA
177
IFP Advisors
Florida
$892K 25,296 +2,606 +11%
Creative Planning
178
Creative Planning
Kansas
$870K 24,673 +5,199 +27%
OFS
179
OneAscent Financial Services
Alabama
$850K 24,085 +12,982 +117%
LWM
180
LongView Wealth Management
Georgia
$804K 22,800 +3,000 +15%
GAM
181
Gotham Asset Management
New York
$802K 22,730
SN
182
Sittner & Nelson
Oregon
$789K 22,359 +3,383 +18%
UAG
183
United Advisor Group
Ohio
$763K 21,617 +15,107 +232%
CFP
184
Comprehensive Financial Planning
Pennsylvania
$753K 21,335 +900 +4%
CA
185
CoreCap Advisors
Michigan
$742K 21,023 +19,869 +1,722%
CAM
186
Cozad Asset Management
Illinois
$740K 20,978 +4,935 +31%
WAM
187
WNY Asset Management
New York
$734K 20,807 -1,868 -8%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$731K 20,733 +20,733 New
MCA
189
MSH Capital Advisors
Arizona
$701K 19,881 -1,439 -7%
SWP
190
Sagespring Wealth Partners
Tennessee
$684K 19,388 -155 -0.8%
AF
191
Apollon Financial
South Carolina
$676K 19,160 +750 +4%
WIM
192
Westside Investment Management
California
$633K 17,945 +620 +4%
TFGT
193
TS Financial Group (TSFG)
Illinois
$626K 17,737
GWA
194
Gutierrez Wealth Advisory
Arkansas
$620K 17,585 +4,979 +39%
HBW
195
Hazlett, Burt & Watson
West Virginia
$616K 17,440 +17,170 +6,359%
HI
196
Harbour Investments
Wisconsin
$612K 17,360 +819 +5%
FWA
197
Flagship Wealth Advisors
Massachusetts
$587K 16,638
PWH
198
Priebe Wealth Holdings
Minnesota
$575K 16,300 -1,500 -8%
KPWS
199
Kestra Private Wealth Services
Texas
$570K 16,147 +16,147 New
MIM
200
Macroview Investment Management
Maryland
$563K 15,972 -228 -1%