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T. Rowe Price Capital Appreciation Equity ETF

212 hedge funds and large institutions have $1.5B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.07%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
23
Increased
142
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PSCM
176
Per Stirling Capital Management
Texas
$310K 9,336 +2,167 +30%
SN
177
Sittner & Nelson
Oregon
$304K 9,144 +9,144 New
RBFC
178
Roman Butler Fullerton & Co
Missouri
$301K 8,986 +1,586 +21%
AAS
179
Avantax Advisory Services
Texas
$298K 8,954 +8,954 New
PTC
180
Private Trust Company
Ohio
$287K 8,635 +4,505 +109%
MCM
181
Marathon Capital Management
Maryland
$285K 8,575 +8,575 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$283K 8,500 +8,500 New
PCS
183
Private Client Services
Kentucky
$280K 8,407 -30 -0.4%
MFG
184
Midwest Financial Group
Kansas
$257K 7,743 -451 -6%
AWM
185
Axxcess Wealth Management
California
$252K 7,580 +7,580 New
CFGS
186
Concourse Financial Group Securities
Alabama
$220K 6,608 +1,992 +43%
AGWCA
187
Annis Gardner Whiting Capital Advisors
Florida
$213K 6,419 +4,952 +338%
WCAMG
188
Woodard & Company Asset Management Group
North Carolina
$205K 6,163 -92,258 -94%
Comerica Bank
189
Comerica Bank
Texas
$159K 4,773 +4,773 New
MCM
190
MidAtlantic Capital Management
Virginia
$153K 4,597 -139 -3%
SPIA
191
Steward Partners Investment Advisory
New York
$123K 3,710 +3,210 +642%
HI
192
Harbour Investments
Wisconsin
$117K 3,513 +1,093 +45%
FCG
193
Financial Connections Group
California
$116K 3,501
GWSG
194
GPS Wealth Strategies Group
Colorado
$114K 3,429
AFS
195
Annapolis Financial Services
Maryland
$82.3K 2,475
BWL
196
Bogart Wealth LLC
Virginia
$66.5K 2,000
KFP
197
Keener Financial Planning
Texas
$49K 1,493 +1,493 New
AssetMark Inc
198
AssetMark Inc
California
$48.4K 1,457 +1,457 New
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$44.1K 1,326 -75 -5%
WT
200
Washington Trust
Rhode Island
$29.1K 875