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T. Rowe Price Capital Appreciation Equity ETF

212 hedge funds and large institutions have $1.5B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.07%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
23
Increased
142
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIS
201
Legacy Investment Solutions
Idaho
$23.2K 677 +677 New
LWMI
202
Legacy Wealth Management (Idaho)
Idaho
$23.2K 677 +677 New
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$22.6K 680 +680 New
PIS
204
POM Investment Strategies
North Carolina
$22.1K 664 +119 +22%
CFD
205
Creative Financial Designs
Indiana
$20.1K 605 -1,400 -70%
IA
206
IFP Advisors
Florida
$16.6K 500
CHA
207
Carmichael Hill & Associates
Maryland
$8.71K 262 +262 New
ME
208
McIlrath & Eck
Washington
$6.85K 206
IHWM
209
Iron Horse Wealth Management
Iowa
$5.85K 176 +176 New
VWWMG
210
Vermillion & White Wealth Management Group
Pennsylvania
$2.69K 81 +27 +50%
S
211
SignatureFD
Georgia
$2.49K 75 +75 New
IWP
212
IAG Wealth Partners
Wisconsin
$1.73K 52
RIG
213
RiverFront Investment Group
Virginia
-9,594 Closed
Millennium Management
214
Millennium Management
New York
-9,409 Closed
CWS
215
Confluence Wealth Services
Pennsylvania
-8,981 Closed
LCWP
216
Legacy Capital Wealth Partners
Arkansas
-7,653 Closed
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
-6,982 Closed
RFC
218
Regions Financial Corp
Alabama
-6,621 Closed
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
-5,032 Closed
JPMorgan Chase & Co
220
JPMorgan Chase & Co
New York
-3,923 Closed
HWP
221
Highline Wealth Partners
California
-1,853 Closed
EWA
222
EverSource Wealth Advisors
Alabama
-895 Closed
TSWM
223
Tyler-Stone Wealth Management
Ohio
-410 Closed