T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
35 hedge funds and large institutions have $43.9M invested in T. Rowe Price Capital Appreciation Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
199% more capital invested
Capital invested by funds: $14.7M → $43.9M (+$29.2M)
84% more funds holding
Funds holding: 19 → 35 (+16)
13.53% more ownership
Funds ownership: 19.5% → 33.03% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.3M |
| 2 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$9.31M |
| 3 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$2.49M |
| 4 |
4WM
4J Wealth Management
Alexandria,
Virginia
|
+$1.27M |
| 5 |
NCM
NCM Capital Management
Ramsey,
New Jersey
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Pinnacle Wealth Management
Roseville,
California
|
-$2.94M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.85M |
| 3 |
SWM
SK Wealth Management
Providence,
Rhode Island
|
-$1.66M |
| 4 |
Jane Street
New York
|
-$547K |
| 5 |
AGWCA
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $355K | +$359K | +14,573 | New |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| $336K | +$339K | +13,787 | New |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $130K | +$131K | +5,310 | New |
|
|
CIAS
29
Capital Investment Advisory Services
Raleigh,
North Carolina
| $127K | +$22.6K | +919 | +21% |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $49.6K | +$50.1K | +2,033 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $22K | +$22.2K | +900 | New |
|
|
BWL
32
Bogart Wealth LLC
Mclean,
Virginia
| $20K | +$5.12K | +208 | +34% |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $14.6K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| $659 | +$665 | +27 | New |
|
35
Wells Fargo
San Francisco,
California
| $17 | +$25 | +1 | New |
|
|
PWM
36
Pinnacle Wealth Management
Roseville,
California
| – | -$2.94M | -119,225 | Closed |
|
|
37
Jane Street
New York
| – | -$547K | -22,160 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
TCAL Hedge Fund Activity: Q3 2025 in Review
35 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) for Q3 2025, worth a combined $43.9M — up 199% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TCAL positions and 3 closed out — a net gain of 16 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $11.3M. The largest seller was Pinnacle Wealth Management, exiting entirely with an estimated $2.94M sold.
- 35 institutional investors held T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) as of Q3 2025, up from 19 in Q2 2025.
- Funds reported $43.9M of T. Rowe Price Capital Appreciation Premium Income ETF stock for Q3 2025, up 199% quarter-over-quarter.
- 19 funds opened new T. Rowe Price Capital Appreciation Premium Income ETF positions in Q3 2025 and 3 closed out, a net change of +16 holders.
- The largest T. Rowe Price Capital Appreciation Premium Income ETF buyer in Q3 2025 was LPL Financial, an estimated $11.3M added.
- The largest T. Rowe Price Capital Appreciation Premium Income ETF seller in Q3 2025 was Pinnacle Wealth Management, an estimated $2.94M sold.
Based on aggregated 13F filings for Q3 2025.