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T. Rowe Price Capital Appreciation Equity ETF

252 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
201
Argent Trust Co
Tennessee
$382K +$382K +11,845 New
TFM
202
Trademark Financial Management
Minnesota
$380K -$200K -6,206 -35%
HF
203
HRT Financial
New York
$380K +$380K +11,794 New
JWA
204
JFS Wealth Advisors
Pennsylvania
$379K +$32.3K +1,000 +9%
AAS
205
Ameritas Advisory Services
Nebraska
$376K -$493K -15,056 -57%
SOS
206
Silver Oak Securities
Tennessee
$368K -$86.8K -2,697 -19%
AI
207
Atria Investments
North Carolina
$360K +$4.16K +129 +1%
OFS
208
OneAscent Financial Services
Alabama
$358K +$358K +11,103 New
BCA
209
Bay Colony Advisors
Massachusetts
$352K -$465K -14,442 -57%
FHA
210
Flagship Harbor Advisors
Massachusetts
$348K +$348K +10,777 New
BEI
211
Benjamin Edwards Inc
Missouri
$327K +$327K +10,134 New
TBC
212
Ted Buchan & Co
California
$325K
AGWCA
213
Annis Gardner Whiting Capital Advisors
Florida
$319K +$3.36K +104 +1%
MCM
214
Marathon Capital Management
Maryland
$312K +$35.5K +1,100 +13%
RBFC
215
Roman Butler Fullerton & Co
Missouri
$297K +$15.6K +500 +6%
MFG
216
Midwest Financial Group
Kansas
$283K +$35.9K +1,113 +15%
AWP
217
Atlas Wealth Partners
Pennsylvania
$277K -$4.35K -135 -2%
AG
218
AmeriFlex Group
Nevada
$273K +$129K +4,009 +90%
PCS
219
Private Client Services
Kentucky
$273K
AWM
220
Axxcess Wealth Management
California
$261K -$20K -620 -7%
FFA
221
Founders Financial Alliance
North Carolina
$257K -$101K -3,125 -28%
HSA
222
HBK Sorce Advisory
Pennsylvania
$248K +$248K +7,698 New
KCM
223
KM Capital Management
Texas
$244K +$244K +7,560 New
HFS
224
Hopwood Financial Services
Virginia
$227K +$27.4K +850 +14%
SAM
225
Summit Asset Management
Tennessee
$225K -$2.58K -80 -1%