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T. Rowe Price Capital Appreciation Equity ETF

277 hedge funds and large institutions have $3.42B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 58

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $2.76B → $3.42B (+$652M)

9% more funds holding

Funds holding: 254277 (+23)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

0.14% less ownership

Funds ownership: 71.75%71.61% (-0.14%)

Holders
277
Holders Change
+23
Holders Change %
+9.06%
% of All Funds
3.65%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.36%
New
40
Increased
162
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$547M +$62.1M +1,894,148 +14%
LPL Financial
2
LPL Financial
California
$379M +$63.6M +1,938,623 +22%
Raymond James Financial
3
Raymond James Financial
Florida
$189M +$28.4M +865,066 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$150M -$22M -671,764 -14%
Osaic Holdings
5
Osaic Holdings
Arizona
$98.4M +$12.6M +384,217 +16%
Morgan Stanley
6
Morgan Stanley
New York
$97.9M +$50M +1,524,028 +122%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$97.5M -$723K -22,047 -0.8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$96.2M +$6.4M +195,072 +8%
Wells Fargo
9
Wells Fargo
California
$91.7M -$7.76M -236,610 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$75.3M +$9.43M +287,432 +16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$64.5M +$70K +2,134 +0.1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$63.4M +$3.14M +95,588 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$62.3M +$3.33M +101,597 +6%
TI
14
TTP Investments
California
$58.3M +$18.2M +555,277 +51%
Stifel Financial
15
Stifel Financial
Missouri
$49.3M +$20.7M +629,980 +82%
CPC
16
Consolidated Planning Corp
Georgia
$47.8M -$661K -20,150 -1%
MWM
17
Modern Wealth Management
Kansas
$45.1M +$477K +14,553 +1%
Bank of America
18
Bank of America
North Carolina
$42.7M +$3.87M +117,833 +11%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$36.3M +$11.4M +347,404 +51%
MC
20
McCarthy & Cox
Ohio
$36.2M +$343K +10,461 +1%
MFIM
21
Mesirow Financial Investment Management
Illinois
$34.3M +$2.98M +90,762 +10%
LFAS
22
Level Four Advisory Services
Texas
$32.3M +$723K +22,054 +2%
CCA
23
Cora Capital Advisors
New Jersey
$28.7M +$670K +20,423 +3%
OIA
24
OneDigital Investment Advisors
Kansas
$27.5M -$515K -15,705 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$27.4M +$2.91M +88,738 +13%

TCAF Hedge Fund Activity: Q2 2025 in Review

277 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q2 2025, worth a combined $3.42B — up 24% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TCAF positions and 16 closed out — a net gain of 24 holders — while 162 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $22M.

  • 277 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q2 2025, up from 254 in Q1 2025.
  • Funds reported $3.42B of T. Rowe Price Capital Appreciation Equity ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 40 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q2 2025 and 16 closed out, a net change of +24 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $63.6M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2025.