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T. Rowe Price Capital Appreciation Equity ETF

275 hedge funds and large institutions have $3.37B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 159 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
176
Lowe Wealth Advisors
Maryland
$909K
WA
177
Wealth Alliance
New York
$896K
IA
178
IFP Advisors
Florida
$892K
Creative Planning
179
Creative Planning
Kansas
$870K
OFS
180
OneAscent Financial Services
Alabama
$850K
LWM
181
LongView Wealth Management
Georgia
$804K
GAM
182
Gotham Asset Management
New York
$802K
SN
183
Sittner & Nelson
Oregon
$789K
UAG
184
United Advisor Group
Ohio
$763K
CFP
185
Comprehensive Financial Planning
Pennsylvania
$753K
CA
186
CoreCap Advisors
Michigan
$742K
CAM
187
Cozad Asset Management
Illinois
$740K
WAM
188
WNY Asset Management
New York
$734K
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$731K
MCA
190
MSH Capital Advisors
Arizona
$701K
SWP
191
Sagespring Wealth Partners
Tennessee
$684K
AF
192
Apollon Financial
South Carolina
$676K
WIM
193
Westside Investment Management
California
$633K
TFGT
194
TS Financial Group (TSFG)
Illinois
$626K
GWA
195
Gutierrez Wealth Advisory
Arkansas
$620K
HBW
196
Hazlett, Burt & Watson
West Virginia
$616K
HI
197
Harbour Investments
Wisconsin
$612K
FWA
198
Flagship Wealth Advisors
Massachusetts
$587K
PWH
199
Priebe Wealth Holdings
Minnesota
$575K
KPWS
200
Kestra Private Wealth Services
Texas
$570K