TCAL

T. Rowe Price Capital Appreciation Premium Income ETF
TCAL

Overview Fund Activity

19 hedge funds and large institutions have $14.7M invested in T. Rowe Price Capital Appreciation Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+17
Holders Change %
+850%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
Pinnacle Wealth Management
California
+$2.94M
2
Stifel Financial
Stifel Financial
Missouri
+$2.23M
3
SWA
Stratos Wealth Advisors
Ohio
+$1.03M
4
YWS
Yarger Wealth Strategies
Ohio
+$930K
5
LWA
Lowe Wealth Advisors
Maryland
+$878K

Top Sellers

1
Jane Street
Jane Street
New York
-$94.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1
Pinnacle Wealth Management
California
$2.94M +$2.94M +119,225 New
SWM
2
SK Wealth Management
Rhode Island
$2.5M +$173K +6,981 +7%
Stifel Financial
3
Stifel Financial
Missouri
$2.23M +$2.23M +90,214 New
SWA
4
Stratos Wealth Advisors
Ohio
$1.03M +$1.03M +41,854 New
YWS
5
Yarger Wealth Strategies
Ohio
$930K +$930K +37,644 New
LWA
6
Lowe Wealth Advisors
Maryland
$878K +$878K +35,553 New
NCM
7
NCM Capital Management
New Jersey
$639K +$639K +25,843 New
EFS
8
Essex Financial Services
Connecticut
$622K +$622K +25,191 New
LWM
9
Lighthouse Wealth Management
Ohio
$619K +$619K +25,057 New
Jane Street
10
Jane Street
New York
$547K -$94.7K -3,836 -15%
AGWCA
11
Annis Gardner Whiting Capital Advisors
Florida
$532K +$532K +21,541 New
4WM
12
4J Wealth Management
Virginia
$329K +$329K +13,302 New
SPIA
13
Steward Partners Investment Advisory
New York
$288K +$288K +11,665 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$263K +$263K +10,665 New
CIA
15
Concurrent Investment Advisors
Florida
$201K +$201K +8,137 New
CIAS
16
Capital Investment Advisory Services
North Carolina
$106K +$106K +4,301 New
BWL
17
Bogart Wealth LLC
Virginia
$15.1K +$15.1K +613 New
HI
18
Harbour Investments
Wisconsin
$14.8K +$14.8K +600 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$25 +$25 +1 New