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T. Rowe Price Equity Income ETF

37 hedge funds and large institutions have $148M invested in T. Rowe Price Equity Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
19
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$101M +$11.3M +270,000 +13%
Stifel Financial
2
Stifel Financial
Missouri
$9.79M +$1.98M +47,366 +25%
DAS
3
Dynamic Advisor Solutions
Arizona
$5.2M +$5.2M +124,218 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.88M +$475K +11,339 +11%
LF
5
Lantz Financial
Illinois
$3.62M +$305K +7,289 +9%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$3.58M +$306K +7,297 +9%
Bank of America
7
Bank of America
North Carolina
$3.3M +$386K +9,217 +13%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$2.78M +$1.17M +28,280 +73%
LC
9
Landaas & Company
Wisconsin
$1.96M +$1.65M +39,301 +517%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.78M +$489K +11,690 +38%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.21M -$44.9K -1,072 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.18M +$1.14M +27,263 +3,174%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$879K +$71K +1,695 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$846K +$7.49K +179 +0.9%
DADC
15
D.A. Davidson & Co
Montana
$737K +$69.2K +1,653 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$730K +$74.7K +1,782 +11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$713K -$187K -4,458 -21%
NA
18
NewEdge Advisors
Louisiana
$616K +$616K +14,716 New
WA
19
Waverly Advisors
Alabama
$612K -$45.3K -1,081 -7%
KAS
20
Kestra Advisory Services
Texas
$505K +$84.8K +2,026 +20%
TSWM
21
Triangle Securities Wealth Management
North Carolina
$288K +$288K +6,867 New
LPL Financial
22
LPL Financial
California
$287K +$287K +6,848 New
BDFN
23
Bond & Devick Financial Network
Minnesota
$271K
OC
24
Oarsman Capital
Wisconsin
$260K +$42 +1 +0%
JWCA
25
J.W. Cole Advisors
Florida
$254K +$254K +6,058 New