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T. Rowe Price Capital Appreciation Equity ETF

254 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, 165 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 42

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5.73% more ownership

Funds ownership: 66.01%71.75% (+5.7%)

2% more funds holding

Funds holding: 248254 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

18% less capital invested

Capital invested by funds: $3.36B → $2.76B (-$596M)

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
165
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
201
Aptus Capital Advisors
Alabama
$400K +$3.35K +100 +0.8%
GWANC
202
Guardian Wealth Advisors (North Carolina)
North Carolina
$397K
ATC
203
Argent Trust Co
Tennessee
$382K +$397K +11,845 New
TFM
204
Trademark Financial Management
Minnesota
$380K -$208K -6,206 -35%
HF
205
HRT Financial
New York
$380K +$395K +11,794 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$379K +$33.5K +1,000 +9%
AAS
207
Ameritas Advisory Services
Nebraska
$376K -$505K -15,056 -57%
SOS
208
Silver Oak Securities
Tennessee
$368K -$90.4K -2,697 -19%
AI
209
Atria Investments
North Carolina
$360K +$4.33K +129 +1%
OFS
210
OneAscent Financial Services
Alabama
$358K +$372K +11,103 New
BCA
211
Bay Colony Advisors
Massachusetts
$352K -$484K -14,442 -57%
FHA
212
Flagship Harbor Advisors
Massachusetts
$348K +$361K +10,777 New
BEI
213
Benjamin Edwards Inc
Missouri
$327K +$340K +10,134 New
TBC
214
Ted Buchan & Co
California
$325K
AGWCA
215
Annis Gardner Whiting Capital Advisors
Florida
$319K +$3.49K +104 +1%
MCM
216
Marathon Capital Management
Maryland
$312K +$36.9K +1,100 +13%
RBFC
217
Roman Butler Fullerton & Co
Missouri
$297K +$16.8K +500 +6%
MFG
218
Midwest Financial Group
Kansas
$283K +$37.3K +1,113 +15%
AWP
219
Atlas Wealth Partners
Pennsylvania
$277K -$4.53K -135 -2%
AG
220
AmeriFlex Group
Nevada
$273K +$134K +4,009 +90%
PCS
221
Private Client Services
Kentucky
$273K
AWM
222
Axxcess Wealth Management
California
$261K -$20.8K -620 -7%
FFA
223
Founders Financial Alliance
North Carolina
$257K -$105K -3,125 -28%
HSA
224
HBK Sorce Advisory
Pennsylvania
$248K +$258K +7,698 New
KCM
225
KM Capital Management
Texas
$244K +$253K +7,560 New

TCAF Hedge Fund Activity: Q1 2025 in Review

254 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q1 2025, worth a combined $2.76B — down 18% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAF positions and 21 closed out — a net gain of 10 holders — while 165 added to existing stakes and 42 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Accordant Advisory Group, exiting entirely with an estimated $9.62M sold.

  • 254 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q1 2025, up from 248 in Q4 2024.
  • Funds reported $2.76B of T. Rowe Price Capital Appreciation Equity ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 31 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q1 2025 and 21 closed out, a net change of +10 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q1 2025 was T. Rowe Price Associates, an estimated $456M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q1 2025 was Accordant Advisory Group, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2025.