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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$1.19M -$297K -8,127 -21%
SIM
177
Studio Investment Management
Illinois
$1.15M -$55.3K -1,513 -5%
AFA
178
American Financial Advisors
Georgia
$1.15M -$31.1K -850 -3%
FWM
179
FMA Wealth Management
Massachusetts
$1.13M +$25.7K +703 +2%
SBWIC
180
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.11M -$4.57K -125 -0.4%
FAM
181
Frontier Asset Management
Wyoming
$1.1M -$80.6K -2,203 -7%
PSCM
182
Per Stirling Capital Management
Texas
$1.04M
CWM
183
Cornerstone Wealth Management
Missouri
$1.03M -$41K -1,120 -4%
LWA
184
Lowe Wealth Advisors
Maryland
$1.02M +$44.4K +1,214 +5%
IA
185
IFP Advisors
Florida
$981K +$26.7K +731 +3%
WA
186
Wealth Alliance
New York
$974K +$16.3K +447 +2%
SN
187
Sittner & Nelson
Oregon
$968K +$122K +3,330 +15%
OFS
188
OneAscent Financial Services
Alabama
$965K +$55.1K +1,508 +6%
Creative Planning
189
Creative Planning
Kansas
$943K +$12.8K +349 +1%
PFA
190
Presper Financial Architects
Ohio
$929K -$4.23M -115,681 -82%
MCA
191
MSH Capital Advisors
Arizona
$924K +$169K +4,623 +23%
CFP
192
Comprehensive Financial Planning
Pennsylvania
$877K +$70.2K +1,920 +9%
SA
193
Sanctuary Advisors
Indiana
$877K +$50.1K +1,371 +6%
LWM
194
LongView Wealth Management
Georgia
$860K
GAM
195
Gotham Asset Management
New York
$857K
IWM
196
IHT Wealth Management
Illinois
$844K +$271K +7,408 +49%
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$829K +$45.6K +1,246 +6%
KWM
198
Kingsview Wealth Management
Oregon
$797K +$773K +21,128 New
CA
199
CoreCap Advisors
Michigan
$793K
SWP
200
Sagespring Wealth Partners
Tennessee
$790K +$57.3K +1,567 +8%