T. Rowe Price Capital Appreciation Equity ETF
TCAF
123 hedge funds and large institutions have $430M invested in T. Rowe Price Capital Appreciation Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 34 increasing their positions, 6 reducing their positions, and 6 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 6
467% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 6
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
249% more capital invested
Capital invested by funds: $123M → $430M (+$307M)
156% more funds holding
Funds holding: 48 → 123 (+75)
13.18% more ownership
Funds ownership: 52.34% → 65.51% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$24.7M |
| 3 |
TI
TTP Investments
San Jose,
California
|
+$22.4M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$2.48M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.55M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$1.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$769K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$422K |
TCAF Hedge Fund Activity: Q4 2023 in Review
123 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q4 2023, worth a combined $430M — up 249% from $123M a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new TCAF positions and 6 closed out — a net gain of 75 holders — while 34 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.5M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $2.48M.
- 123 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $430M of T. Rowe Price Capital Appreciation Equity ETF stock for Q4 2023, up 249% quarter-over-quarter.
- 81 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q4 2023 and 6 closed out, a net change of +75 holders.
- The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q4 2023 was LPL Financial, an estimated $26.5M added.
- The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q4 2023 was Sharkey, Howes & Javer, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2023.