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T. Rowe Price Capital Appreciation Equity ETF

273 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, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+21
Holders Change %
+8.33%
% of All Funds
3.66%
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
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
176
Wealth Alliance
New York
$896K +$246K +6,981 +38%
IA
177
IFP Advisors
Florida
$892K +$91.9K +2,606 +11%
Creative Planning
178
Creative Planning
Kansas
$870K +$183K +5,199 +27%
OFS
179
OneAscent Financial Services
Alabama
$850K +$458K +12,982 +117%
LWM
180
LongView Wealth Management
Georgia
$804K +$106K +3,000 +15%
GAM
181
Gotham Asset Management
New York
$802K
SN
182
Sittner & Nelson
Oregon
$789K +$119K +3,383 +18%
UAG
183
United Advisor Group
Ohio
$763K +$533K +15,107 +232%
CFP
184
Comprehensive Financial Planning
Pennsylvania
$753K +$31.8K +900 +4%
CA
185
CoreCap Advisors
Michigan
$742K +$701K +19,869 +1,722%
CAM
186
Cozad Asset Management
Illinois
$740K +$174K +4,935 +31%
WAM
187
WNY Asset Management
New York
$734K -$65.9K -1,868 -8%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$731K +$731K +20,733 New
MCA
189
MSH Capital Advisors
Arizona
$701K -$50.8K -1,439 -7%
SWP
190
Sagespring Wealth Partners
Tennessee
$684K -$5.47K -155 -0.8%
AF
191
Apollon Financial
South Carolina
$676K +$26.5K +750 +4%
WIM
192
Westside Investment Management
California
$633K +$21.9K +620 +4%
TFGT
193
TS Financial Group (TSFG)
Illinois
$626K
GWA
194
Gutierrez Wealth Advisory
Arkansas
$620K +$176K +4,979 +39%
HBW
195
Hazlett, Burt & Watson
West Virginia
$616K +$606K +17,170 +6,359%
HI
196
Harbour Investments
Wisconsin
$612K +$28.9K +819 +5%
FWA
197
Flagship Wealth Advisors
Massachusetts
$587K
PWH
198
Priebe Wealth Holdings
Minnesota
$575K -$52.9K -1,500 -8%
KPWS
199
Kestra Private Wealth Services
Texas
$570K +$570K +16,147 New
MIM
200
Macroview Investment Management
Maryland
$563K -$8.04K -228 -1%