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T. Rowe Price Capital Appreciation Equity ETF

273 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, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+21
Holders Change %
+8.33%
% of All Funds
3.66%
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
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFA
201
Northwest Financial Advisors
Virginia
$551K -$42.5K -1,205 -7%
AWM
202
Apollon Wealth Management
South Carolina
$532K +$532K +15,071 New
IWM
203
IHT Wealth Management
Illinois
$528K +$36.1K +1,022 +7%
P
204
&Partners
Tennessee
$521K +$55.7K +1,580 +12%
PTC
205
Private Trust Company
Ohio
$517K +$66.1K +1,873 +15%
FHA
206
Flagship Harbor Advisors
Massachusetts
$510K +$130K +3,678 +34%
RBFC
207
Roman Butler Fullerton & Co
Missouri
$495K +$147K +3,997 +42%
CFG
208
CMC Financial Group
Georgia
$490K -$16.9K -480 -3%
ATC
209
Argent Trust Co
Tennessee
$486K +$67.8K +1,923 +16%
AWM
210
Axxcess Wealth Management
California
$478K +$193K +5,465 +68%
AI
211
Atria Investments
North Carolina
$468K +$74.5K +2,111 +19%
JWA
212
JFS Wealth Advisors
Pennsylvania
$450K +$35.3K +1,000 +9%
HP
213
Holistic Planning
Texas
$446K +$446K +12,649 New
ACA
214
Aptus Capital Advisors
Alabama
$436K -$882 -25 -0.2%
GWANC
215
Guardian Wealth Advisors (North Carolina)
North Carolina
$433K
MFG
216
Midwest Financial Group
Kansas
$400K +$91.3K +2,588 +30%
BCA
217
Bay Colony Advisors
Massachusetts
$394K +$7.55K +214 +2%
WWM
218
Western Wealth Management
Colorado
$375K +$375K +10,620 New
LCAM
219
London & Capital Asset Management
United Kingdom
$356K +$356K +10,101 New
TBC
220
Ted Buchan & Co
California
$356K
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$351K +$2.26K +64 +0.6%
RFA
222
Rollins Financial Advisors
New York
$341K +$341K +9,678 New
AQR Capital Management
223
AQR Capital Management
Connecticut
$332K +$332K +9,400 New
B
224
Bensler
Washington
$320K +$320K +9,067 New
MCM
225
Marathon Capital Management
Maryland
$310K -$31.8K -900 -9%