T. Rowe Price Capital Appreciation Equity ETF
TCAF
248 hedge funds and large institutions have $1.99B invested in T. Rowe Price Capital Appreciation Equity ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 33 reducing their positions, and 9 closing their positions.
444% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 9
358% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 33
44% more funds holding in top 10
Funds holding in top 10: 18 → 26 (+8)
32% more capital invested
Capital invested by funds: $1.5B → $1.99B (+$487M)
16% more funds holding
Funds holding: 213 → 248 (+35)
1.51% more ownership
Funds ownership: 64.5% → 66.01% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$78.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$67.3M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$19.5M |
| 4 |
MC
McCarthy & Cox
Marysville,
Ohio
|
+$19.4M |
| 5 |
Morgan Stanley
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$24.8M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$9.25M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$2.84M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$2.71M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.7M |
TCAF Hedge Fund Activity: Q4 2024 in Review
248 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q4 2024, worth a combined $1.99B — up 32% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new TCAF positions and 9 closed out — a net gain of 40 holders — while 151 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $78.9M. The largest seller was Janney Montgomery Scott, cutting an estimated $24.8M.
- 248 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q4 2024, up from 213 in Q3 2024.
- Funds reported $1.99B of T. Rowe Price Capital Appreciation Equity ETF stock for Q4 2024, up 32% quarter-over-quarter.
- 49 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q4 2024 and 9 closed out, a net change of +40 holders.
- The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $78.9M added.
- The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2024.