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 |
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.