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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
176
Skyview Financial Group
Florida
$1.68M +$1.68M +43,976 New
RWA
177
Redhawk Wealth Advisors
Minnesota
$1.6M +$16.7K +435 +1%
OWA
178
ORBA Wealth Advisors
Illinois
$1.59M -$349K -9,122 -18%
SS
179
Sunbelt Securities
Texas
$1.57M +$6.17K +161 +0.4%
WCFA
180
Walkner Condon Financial Advisors
Wisconsin
$1.54M
OFS
181
OneAscent Financial Services
Alabama
$1.4M +$426K +11,119 +43%
ZCP
182
Z3 Capital Partners
Virginia
$1.34M +$1.34M +35,007 New
WF
183
Warner Financial
Maryland
$1.34M +$8.08K +211 +0.6%
KWM
184
Kingsview Wealth Management
Oregon
$1.33M +$526K +13,723 +65%
O3W
185
Omni 360 Wealth
New Jersey
$1.31M -$87.8K -2,293 -6%
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$1.3M +$462K +12,069 +55%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$1.3M +$1.3M +33,956 New
SN
188
Sittner & Nelson
Oregon
$1.27M +$309K +8,062 +31%
MFA
189
Mayflower Financial Advisors
Massachusetts
$1.27M -$95.8K -2,500 -7%
AAP
190
Arax Advisory Partners
Colorado
$1.26M -$103K -2,690 -8%
CA
191
COFG Advisors
Illinois
$1.24M +$1.24M +32,460 New
AWM
192
Axxcess Wealth Management
California
$1.24M +$722K +18,840 +140%
SBWIC
193
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.23M +$100K +2,621 +9%
AIM
194
Advyzon Investment Management
Illinois
$1.19M +$838K +21,881 +237%
FAM
195
Frontier Asset Management
Wyoming
$1.17M +$62.6K +1,634 +6%
AFA
196
American Financial Advisors
Georgia
$1.17M +$4.1K +107 +0.3%
FWM
197
FMA Wealth Management
Massachusetts
$1.17M +$23.8K +621 +2%
PFPG
198
Pinnacle Financial Partners (Georgia)
Georgia
$1.14M +$1.15M +29,933 New
SIM
199
Studio Investment Management
Illinois
$1.13M -$39.5K -1,031 -3%
MCA
200
MSH Capital Advisors
Arizona
$1.1M +$167K +4,369 +18%