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T. Rowe Price Capital Appreciation Equity ETF

166 hedge funds and large institutions have $864M invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
166
Holders Change
+43
Holders Change %
+34.96%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
51
Increased
90
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VOYA Investment Management
1
VOYA Investment Management
Georgia
$86.5M 2,861,296 +2,861,296 New
LPL Financial
2
LPL Financial
California
$70.7M 2,338,241 +1,064,135 +84%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$52.2M 1,725,991 +1,032,895 +149%
Osaic Holdings
4
Osaic Holdings
Arizona
$43.8M 1,448,605 +198,224 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.6M 1,410,141 +407,185 +41%
CPC
6
Consolidated Planning Corp
Georgia
$32.9M 1,089,849 +1,089,849 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$31.5M 1,041,706 +1,041,706 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$31.5M 1,040,630 +86,672 +9%
BFA
9
Beaumont Financial Advisors
Massachusetts
$22M 728,605 -14,778 -2%
MWM
10
Modern Wealth Management
Kansas
$19.5M 646,419 +23,661 +4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$18.1M 600,140 +600,140 New
LODC
12
Lanham O'Dell & Company
West Virginia
$17.2M 481,539 +481,539 New
MAM
13
McCarthy Asset Management
California
$16.9M 559,504 -1,079 -0.2%
PWC
14
PYA Waltman Capital
Tennessee
$16.5M 545,520 +21,939 +4%
FC
15
Financial Consulate
Maryland
$15.9M 526,692 +57,745 +12%
CCA
16
Cora Capital Advisors
New Jersey
$15.8M 524,059 +31,565 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.6M 481,471 +470,554 +4,310%
CA
18
Cornerstone Advisory
Maryland
$14M 463,858 +49,578 +12%
MFIM
19
Mesirow Financial Investment Management
Illinois
$13.7M 453,266 +278,177 +159%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$13.3M 440,074 +118,171 +37%
FGA
21
Fortis Group Advisors
New Jersey
$11.4M 376,457 +376,457 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.67M 319,828 +42,983 +16%
ACP
23
Arcus Capital Partners
Georgia
$9.46M 313,097 +48,470 +18%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$7.94M 262,683 +100,133 +62%
AAG
25
Accordant Advisory Group
Maryland
$7.53M 249,004 +249,004 New