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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
201
Per Stirling Capital Management
Texas
$880K -$106K -2,819 -10%
BAM
202
Belpointe Asset Management
Nevada
$862K +$906K +24,210 New
FCA
203
Fortis Capital Advisors
Kansas
$862K +$906K +24,210 New
SA
204
Sanctuary Advisors
Indiana
$843K +$15.3K +410 +2%
PTC
205
Private Trust Company
Ohio
$837K -$27K -720 -3%
PFG
206
Pacific Financial Group
Washington
$835K +$651K +17,382 +286%
MFG
207
Midwest Financial Group
Kansas
$823K +$97.8K +2,614 +13%
HWMO
208
Heritage Wealth Management (Ohio)
Ohio
$811K +$204K +5,440 +31%
GAM
209
Gotham Asset Management
New York
$809K
TFGT
210
TS Financial Group (TSFG)
Illinois
$805K
FSA
211
Fort Sheridan Advisors
Illinois
$791K +$832K +22,237 New
Jane Street
212
Jane Street
New York
$771K +$811K +21,672 New
VAS
213
Vestmark Advisory Solutions
Massachusetts
$762K +$441K +11,772 +122%
CFG
214
CMC Financial Group
Georgia
$752K +$18.3K +489 +2%
IWA
215
Independent Wealth Advisors
North Carolina
$749K -$222K -5,930 -22%
AF
216
Apollon Financial
South Carolina
$749K +$34.8K +930 +5%
CA
217
CoreCap Advisors
Michigan
$748K
OWA
218
ORBA Wealth Advisors
Illinois
$739K -$784K -20,941 -50%
DC
219
Dahring Cusmano
Michigan
$725K -$1.22M -32,701 -62%
AWM
220
Apollon Wealth Management
South Carolina
$724K +$57.1K +1,526 +8%
HBW
221
Hazlett, Burt & Watson
West Virginia
$724K +$90.7K +2,424 +14%
SWP
222
Sagespring Wealth Partners
Tennessee
$699K -$84.4K -2,256 -10%
FGA
223
Fortis Group Advisors
New Jersey
$690K -$2.06M -55,074 -76%
SAM
224
Summit Asset Management
Tennessee
$685K +$20.7K +554 +3%
GIA
225
Gladstone Institutional Advisory
Florida
$646K +$478K +12,780 +237%