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T. Rowe Price Capital Appreciation Equity ETF

248 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 9

358% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 33

123% more capital invested

Capital invested by funds: $1.5B → $3.36B (+$1.86B)

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

16% more funds holding

Funds holding: 213248 (+35)

1.51% more ownership

Funds ownership: 64.5%66.01% (+1.5%)

Holders
248
Holders Change
+35
Holders Change %
+16.43%
% of All Funds
3.27%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
49
Increased
151
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Sagespring Wealth Partners
Tennessee
$628K +$636K +18,874 New
NFA
177
Northwest Financial Advisors
Virginia
$620K +$674 +20 +0.1%
SA
178
Sanctuary Advisors
Indiana
$617K -$2.9K -86 -0.5%
TFM
179
Trademark Financial Management
Minnesota
$598K +$30.7K +912 +5%
PWH
180
Priebe Wealth Holdings
Minnesota
$592K
FCH
181
Freestone Capital Holdings
Washington
$562K +$9.44K +280 +2%
LWA
182
Lowe Wealth Advisors
Maryland
$551K +$21.2K +628 +4%
EFL
183
ERn Financial LLC
Wisconsin
$531K +$24.3K +722 +5%
WIM
184
Westside Investment Management
California
$522K +$182K +5,400 +53%
MIM
185
Macroview Investment Management
Maryland
$502K +$7.55K +224 +2%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$496K -$1.19M -35,201 -70%
SOS
187
Silver Oak Securities
Tennessee
$471K +$476K +14,119 New
AF
188
Apollon Financial
South Carolina
$446K -$10.1K -300 -2%
CFGS
189
Concourse Financial Group Securities
Alabama
$442K +$210K +6,216 +94%
AAS
190
Avantax Advisory Services
Texas
$433K +$137K +4,065 +45%
WA
191
Wealth Alliance
New York
$425K +$430K +12,770 New
PTC
192
Private Trust Company
Ohio
$415K +$129K +3,841 +44%
ACA
193
Aptus Capital Advisors
Alabama
$409K +$1.69K +50 +0.4%
GWANC
194
Guardian Wealth Advisors (North Carolina)
North Carolina
$409K +$1.69K +50 +0.4%
SN
195
Sittner & Nelson
Oregon
$379K +$76.3K +2,262 +25%
CAM
196
Cozad Asset Management
Illinois
$373K +$378K +11,225 New
FFA
197
Founders Financial Alliance
North Carolina
$369K
GWA
198
Gutierrez Wealth Advisory
Arkansas
$369K +$373K +11,079 New
AI
199
Atria Investments
North Carolina
$367K -$45.6K -1,352 -11%
JWA
200
JFS Wealth Advisors
Pennsylvania
$358K +$75.9K +2,250 +26%