TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
TCAL
51 hedge funds and large institutions have $84.1M invested in T. Rowe Price Capital Appreciation Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
46% more funds holding
Funds holding: 35 → 51 (+16)
7.89% more ownership
Funds ownership: 33.03% → 40.92% (+7.9%)
Holders
51
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$13.5M | |
| 2 | +$6.34M | |
| 3 | +$4.09M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$3.98M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.32M |
Top Sellers
| 1 | -$822K | |
| 2 | -$821K | |
| 3 | -$488K | |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$426K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
51
SJS Investment Consulting
Sylvania,
Ohio
| $928 |
|
|||
52
Wells Fargo
San Francisco,
California
| $5 |
|
|||
|
LWM
53
Lighthouse Wealth Management
Ashland,
Ohio
| – |
|
|||
|
SWM
54
SK Wealth Management
Providence,
Rhode Island
| – |
|
|||
|
KFGK
55
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – |
|
|||
56
UBS Group
Zurich,
Switzerland
| – |
|