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T. Rowe Price Capital Appreciation Equity ETF

252 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SN
176
Sittner & Nelson
Oregon
$613K +$244K +7,570 +66%
WA
177
Wealth Alliance
New York
$594K +$182K +5,641 +44%
AF
178
Apollon Financial
South Carolina
$594K +$162K +5,010 +37%
LWA
179
Lowe Wealth Advisors
Maryland
$593K +$58.1K +1,799 +11%
Ameriprise
180
Ameriprise
Minnesota
$586K -$157K -4,851 -21%
PWH
181
Priebe Wealth Holdings
Minnesota
$575K
TFGT
182
TS Financial Group (TSFG)
Illinois
$573K -$38.8K -1,200 -6%
WIM
183
Westside Investment Management
California
$559K +$53.3K +1,650 +11%
NFA
184
Northwest Financial Advisors
Virginia
$543K -$58.9K -1,825 -10%
FWA
185
Flagship Wealth Advisors
Massachusetts
$537K +$537K +16,638 New
HI
186
Harbour Investments
Wisconsin
$534K +$277K +8,588 +108%
MIM
187
Macroview Investment Management
Maryland
$523K +$35.9K +1,112 +7%
EFL
188
ERn Financial LLC
Wisconsin
$522K +$7.46K +231 +1%
CAM
189
Cozad Asset Management
Illinois
$518K +$156K +4,818 +43%
SB
190
Strategic Blueprint
Georgia
$497K -$236K -7,320 -32%
HG
191
Harbor Group
New Hampshire
$494K +$494K +15,308 New
AFA
192
American Financial Advisors
Georgia
$482K +$482K +14,941 New
CFG
193
CMC Financial Group
Georgia
$464K -$250K -7,747 -35%
IWM
194
IHT Wealth Management
Illinois
$450K +$152K +4,709 +51%
KNFPWM
195
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$425K +$425K +13,218 New
P
196
&Partners
Tennessee
$424K +$187K +5,804 +79%
PTC
197
Private Trust Company
Ohio
$413K +$10.1K +312 +3%
GWA
198
Gutierrez Wealth Advisory
Arkansas
$407K +$49.3K +1,527 +14%
ACA
199
Aptus Capital Advisors
Alabama
$400K +$3.23K +100 +0.8%
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
$397K