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T. Rowe Price Capital Appreciation Equity ETF

272 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, 58 reducing their positions, and 15 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
3.65%
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
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NFA
201
Northwest Financial Advisors
Virginia
$551K 15,606 -1,205 -7%
AWM
202
Apollon Wealth Management
South Carolina
$532K 15,071 +15,071 New
IWM
203
IHT Wealth Management
Illinois
$528K 14,976 +1,022 +7%
P
204
&Partners
Tennessee
$521K 14,754 +1,580 +12%
PTC
205
Private Trust Company
Ohio
$517K 14,661 +1,873 +15%
FHA
206
Flagship Harbor Advisors
Massachusetts
$510K 14,455 +3,678 +34%
RBFC
207
Roman Butler Fullerton & Co
Missouri
$495K 13,495 +3,997 +42%
CFG
208
CMC Financial Group
Georgia
$490K 13,892 -480 -3%
ATC
209
Argent Trust Co
Tennessee
$486K 13,768 +1,923 +16%
AWM
210
Axxcess Wealth Management
California
$478K 13,560 +5,465 +68%
AI
211
Atria Investments
North Carolina
$468K 13,265 +2,111 +19%
JWA
212
JFS Wealth Advisors
Pennsylvania
$450K 12,750 +1,000 +9%
HP
213
Holistic Planning
Texas
$446K 12,649 +12,649 New
ACA
214
Aptus Capital Advisors
Alabama
$436K 12,360 -25 -0.2%
GWANC
215
Guardian Wealth Advisors (North Carolina)
North Carolina
$433K 12,285
MFG
216
Midwest Financial Group
Kansas
$400K 11,344 +2,588 +30%
BCA
217
Bay Colony Advisors
Massachusetts
$394K 11,155 +214 +2%
WWM
218
Western Wealth Management
Colorado
$375K 10,620 +10,620 New
LCAM
219
London & Capital Asset Management
United Kingdom
$356K 10,101 +10,101 New
TBC
220
Ted Buchan & Co
California
$356K 10,082
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$351K 9,936 +64 +0.6%
RFA
222
Rollins Financial Advisors
New York
$341K 9,678 +9,678 New
AQR Capital Management
223
AQR Capital Management
Connecticut
$332K 9,400 +9,400 New
B
224
Bensler
Washington
$320K 9,067 +9,067 New
MCM
225
Marathon Capital Management
Maryland
$310K 8,775 -900 -9%