T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
52 hedge funds and large institutions have $85M 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, 24 increasing their positions, 4 reducing their positions, and 5 closing their positions.
1,575% more capital inflows, than outflows
Capital inflows: $46.7M | Capital outflows: $2.79M
500% more repeat investments, than reductions
Existing positions increased: 24 | 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)
44% more funds holding
Funds holding: 36 → 52 (+16)
14.68% more ownership
Funds ownership: 15.19% → 29.87% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.5M |
| 2 |
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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SK Wealth Management
Providence,
Rhode Island
|
-$822K |
| 2 |
LWM
Lighthouse Wealth Management
Ashland,
Ohio
|
-$821K |
| 3 |
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$488K |
| 4 |
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$426K |
| 5 |
Concurrent Investment Advisors
Tampa,
Florida
|
-$110K |
TCAL Hedge Fund Activity: Q4 2025 in Review
52 of the 8,294 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 $85M — up 90% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TCAL positions and 5 closed out — a net gain of 17 holders — while 24 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.
- 52 institutional investors held T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) as of Q4 2025, up from 36 in Q3 2025.
- Funds reported $85M of T. Rowe Price Capital Appreciation Premium Income ETF stock for Q4 2025, up 90% 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.