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TCAL

T. Rowe Price Capital Appreciation Premium Income ETF
TCAL

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

850% more funds holding

Funds holding: 2 → 19 (+17)

400% more capital invested

Capital invested by funds: $2.94M → $14.7M (+$11.8M)

7.49% more ownership

Funds ownership: 12.01% → 19.5% (+7.5%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

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

Rank Fund Capital Flow
1
PWM
Pinnacle Wealth Management
California
+$2.94M
2
Stifel Financial
Stifel Financial
Missouri
+$2.22M
3
SWA
Stratos Wealth Advisors
Ohio
+$1.03M
4
YWS
Yarger Wealth Strategies
Ohio
+$928K
5
LWA
Lowe Wealth Advisors
Maryland
+$876K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$94.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1
Pinnacle Wealth Management
California
$2.94M +$2.94M +119,225 New
SWM
2
SK Wealth Management
Rhode Island
$2.5M +$172K +6,981 +7%
Stifel Financial
3
Stifel Financial
Missouri
$2.23M +$2.22M +90,214 New
SWA
4
Stratos Wealth Advisors
Ohio
$1.03M +$1.03M +41,854 New
YWS
5
Yarger Wealth Strategies
Ohio
$930K +$928K +37,644 New
LWA
6
Lowe Wealth Advisors
Maryland
$878K +$876K +35,553 New
NCM
7
NCM Capital Management
New Jersey
$639K +$637K +25,843 New
EFS
8
Essex Financial Services
Connecticut
$622K +$621K +25,191 New
LWM
9
Lighthouse Wealth Management
Ohio
$619K +$618K +25,057 New
Jane Street
10
Jane Street
New York
$547K -$94.5K -3,836 -15%
AGWCA
11
Annis Gardner Whiting Capital Advisors
Florida
$532K +$531K +21,541 New
4WM
12
4J Wealth Management
Virginia
$329K +$328K +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

TCAL Hedge Fund Activity: Q2 2025 in Review

19 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) for Q2 2025, worth a combined $14.7M — up 400% from $2.94M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TCAL positions and 0 closed out — a net gain of 17 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Pinnacle Wealth Management, opening a new position worth an estimated $2.94M. The largest seller was Jane Street, cutting an estimated $94.5K.

  • 19 institutional investors held T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) as of Q2 2025, up from 2 in Q1 2025.
  • Funds reported $14.7M of T. Rowe Price Capital Appreciation Premium Income ETF stock for Q2 2025, up 400% quarter-over-quarter.
  • 17 funds opened new T. Rowe Price Capital Appreciation Premium Income ETF positions in Q2 2025 and 0 closed out, a net change of +17 holders.
  • The largest T. Rowe Price Capital Appreciation Premium Income ETF buyer in Q2 2025 was Pinnacle Wealth Management, an estimated $2.94M added.
  • The largest T. Rowe Price Capital Appreciation Premium Income ETF seller in Q2 2025 was Jane Street, an estimated $94.5K sold.

Based on aggregated 13F filings for Q2 2025.