T. Rowe Price Capital Appreciation Premium Income ETF
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.
475% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 4
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more capital invested
Capital invested by funds: $43.9M → $84.1M (+$40.1M)
46% more funds holding
Funds holding: 35 → 51 (+16)
7.89% more ownership
Funds ownership: 33.03% → 40.92% (+7.9%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$13.5M |
| 2 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$6.34M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.09M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$3.98M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
51
SJS Investment Consulting
Sylvania,
Ohio
| $928 | +$938 | +39 | New |
|
52
Wells Fargo
San Francisco,
California
| $5 | -$24 | -1 | Closed |
|
|
LWM
53
Lighthouse Wealth Management
Ashland,
Ohio
| – | -$821K | -33,646 | Closed |
|
|
SWM
54
SK Wealth Management
Providence,
Rhode Island
| – | -$822K | -33,635 | Closed |
|
|
KFGK
55
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$488K | -20,000 | Closed |
|
56
UBS Group
Zurich,
Switzerland
| – | -$659 | -27 | Closed |
|
TCAL Hedge Fund Activity: Q4 2025 in Review
51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) for Q4 2025, worth a combined $84.1M — up 91% from $43.9M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TCAL positions and 5 closed out — a net gain of 17 holders — while 23 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was SK Wealth Management, exiting entirely with an estimated $822K sold.
- 51 institutional investors held T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) as of Q4 2025, up from 35 in Q3 2025.
- Funds reported $84.1M of T. Rowe Price Capital Appreciation Premium Income ETF stock for Q4 2025, up 91% quarter-over-quarter.
- 22 funds opened new T. Rowe Price Capital Appreciation Premium Income ETF positions in Q4 2025 and 5 closed out, a net change of +17 holders.
- The largest T. Rowe Price Capital Appreciation Premium Income ETF buyer in Q4 2025 was LPL Financial, an estimated $13.5M added.
- The largest T. Rowe Price Capital Appreciation Premium Income ETF seller in Q4 2025 was SK Wealth Management, an estimated $822K sold.
Based on aggregated 13F filings for Q4 2025.