We are live on ! Find out more
TCAF icon

T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
CMC Financial Group
Georgia
$781K +$250K +6,829 +49%
AF
202
Apollon Financial
South Carolina
$738K +$15.5K +425 +2%
WAM
203
WNY Asset Management
New York
$705K -$76.6K -2,094 -10%
HI
204
Harbour Investments
Wisconsin
$694K +$38.1K +1,041 +6%
WIM
205
Westside Investment Management
California
$679K +$2.01K +55 +0.3%
PTC
206
Private Trust Company
Ohio
$666K +$110K +3,000 +20%
TFGT
207
TS Financial Group (TSFG)
Illinois
$663K -$5.49K -150 -0.8%
GWA
208
Gutierrez Wealth Advisory
Arkansas
$663K
HBW
209
Hazlett, Burt & Watson
West Virginia
$655K -$1.17K -32 -0.2%
FHA
210
Flagship Harbor Advisors
Massachusetts
$648K +$100K +2,739 +19%
FWA
211
Flagship Wealth Advisors
Massachusetts
$627K
MIM
212
Macroview Investment Management
Maryland
$611K +$8.12K +222 +1%
AI
213
Atria Investments
North Carolina
$605K +$102K +2,776 +21%
MFG
214
Midwest Financial Group
Kansas
$596K +$163K +4,455 +39%
KNFPWM
215
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$590K +$270K +7,378 +89%
AWM
216
Apollon Wealth Management
South Carolina
$578K +$9.36K +256 +2%
P
217
&Partners
Tennessee
$573K +$16.7K +457 +3%
GWP
218
Gateway Wealth Partners
Wisconsin
$565K +$548K +14,986 New
RBFC
219
Roman Butler Fullerton & Co
Missouri
$557K +$27.1K +740 +5%
NFA
220
Northwest Financial Advisors
Virginia
$548K -$38.7K -1,058 -7%
ATC
221
Argent Trust Co
Tennessee
$545K +$24.9K +680 +5%
AWM
222
Axxcess Wealth Management
California
$509K -$2.56K -70 -0.5%
BCA
223
Bay Colony Advisors
Massachusetts
$483K +$60.4K +1,653 +15%
JWA
224
JFS Wealth Advisors
Pennsylvania
$481K
B
225
Bensler
Washington
$472K +$126K +3,445 +38%