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T. Rowe Price Capital Appreciation Equity ETF

295 hedge funds and large institutions have $4.17B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 175 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $3.42B → $4.17B (+$750M)

6% more funds holding

Funds holding: 277295 (+18)

1.56% more ownership

Funds ownership: 71.61%73.17% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
3.87%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
175
Reduced
59
Closed
12
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
$652M +$64.1M +1,752,367 +11%
LPL Financial
2
LPL Financial
California
$489M +$81.6M +2,230,501 +21%
Raymond James Financial
3
Raymond James Financial
Florida
$222M +$19.3M +526,810 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$188M +$26.7M +730,560 +17%
Wells Fargo
5
Wells Fargo
California
$124M +$25.2M +689,043 +27%
Osaic Holdings
6
Osaic Holdings
Arizona
$117M +$13.7M +375,900 +13%
Morgan Stanley
7
Morgan Stanley
New York
$115M +$10.1M +276,544 +10%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$104M +$1.48M +40,357 +1%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$96.2M -$7.74M -211,658 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$87.6M +$6.92M +189,273 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$78.3M +$73.8M +2,018,580 +3,475%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$75.7M +$7.12M +194,722 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$69.6M +$2.93M +80,062 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$68.4M -$531K -14,517 -0.8%
TI
15
TTP Investments
California
$59.2M -$3.49M -95,441 -6%
Bank of America
16
Bank of America
North Carolina
$54.5M +$8.59M +235,060 +19%
Stifel Financial
17
Stifel Financial
Missouri
$53.9M +$1.17M +32,010 +2%
CPC
18
Consolidated Planning Corp
Georgia
$51.1M -$4.75K -130 -0%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$48.7M +$10.1M +274,915 +27%
MWM
20
Modern Wealth Management
Kansas
$48.5M +$316K +8,633 +0.7%
MFIM
21
Mesirow Financial Investment Management
Illinois
$48M +$10.9M +298,603 +31%
Ameriprise
22
Ameriprise
Minnesota
$44.1M +$42.6M +1,164,191 +17,883%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$40.8M +$11.1M +304,280 +39%
MC
24
McCarthy & Cox
Ohio
$38.9M +$208K +5,697 +0.6%
LFAS
25
Level Four Advisory Services
Texas
$36.1M +$1.58M +43,266 +5%