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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

247 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 150 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
247
Holders Change
+35
Holders Change %
+16.51%
% of All Funds
3.29%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
49
Increased
150
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.37B
2
Raymond James Financial
2
Raymond James Financial
Florida
$150M
3
LPL Financial
3
LPL Financial
California
$238M
4
Wells Fargo
4
Wells Fargo
California
$83.9M
5
MWM
5
Modern Wealth Management
Kansas
$42M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$12.3M
2
FGA
2
Fortis Group Advisors
New Jersey
$12.7M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$90.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$0
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.37B 41,189 +24,180 +142%
LPL Financial
2
LPL Financial
California
$238M 7,155,924 +2,339,777 +49%
Raymond James Financial
3
Raymond James Financial
Florida
$150M 4,514,985 +4,514,985 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$114M 3,425,021 +409,145 +14%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$90.6M 2,723,630 -84,317 -3%
Wells Fargo
6
Wells Fargo
California
$83.9M 2,521,439 +1,995,987 +380%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$79.2M 2,381,694 +103,446 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$68.6M 2,063,148 +123,233 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$52.8M 1,588,085 +263,894 +20%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$50.2M 1,508,718 +345,452 +30%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$49.1M 1,476,639 +384,190 +35%
CPC
12
Consolidated Planning Corp
Georgia
$47M 1,411,815 +368,586 +35%
MWM
13
Modern Wealth Management
Kansas
$42M 1,263,344 +578,414 +84%
TI
14
TTP Investments
California
$35.7M 1,074,442 +26,690 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$33.4M 1,003,647 +22,940 +2%
MC
16
McCarthy & Cox
Ohio
$27.5M 825,596 +574,200 +228%
LFAS
17
Level Four Advisory Services
Texas
$25.1M 754,423 +52,783 +8%
MFIM
18
Mesirow Financial Investment Management
Illinois
$24.7M 741,600 +111,482 +18%
Stifel Financial
19
Stifel Financial
Missouri
$24.3M 729,988 +241,097 +49%
CCA
20
Cora Capital Advisors
New Jersey
$22.2M 668,387 +42,999 +7%
Morgan Stanley
21
Morgan Stanley
New York
$20.8M 626,063 +460,699 +279%
BFA
22
Beaumont Financial Advisors
Massachusetts
$19.7M 593,108 -19,867 -3%
PWC
23
PYA Waltman Capital
Tennessee
$19.7M 591,037 +20,790 +4%
CA
24
Cornerstone Advisory
Maryland
$19.2M 561,204 -33,543 -6%
MAM
25
McCarthy Asset Management
California
$18.5M 556,086 -21,746 -4%
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