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T. Rowe Price Equity Income ETF

45 hedge funds and large institutions have $221M invested in T. Rowe Price Equity Income ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $171M → $221M (+$50.3M)

8.15% more ownership

Funds ownership: 52.07%60.22% (+8.2%)

5% more funds holding

Funds holding: 4345 (+2)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$144M +$23.4M +530,853 +20%
AWM
2
Aprio Wealth Management
Georgia
$17.7M +$17.3M +392,225 New
Jones Financial Companies
3
Jones Financial Companies
Missouri
$9.47M +$2.97M +67,322 +47%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.65M -$614K -13,926 -10%
LF
5
Lantz Financial
Illinois
$4.98M +$451K +10,212 +10%
Bank of America
6
Bank of America
North Carolina
$4.54M +$685K +15,526 +18%
LC
7
Landaas & Company
Wisconsin
$4.47M +$250K +5,668 +6%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.54M +$43.3K +981 +1%
MFG
9
Merit Financial Group
Georgia
$3.48M -$6.79K -154 -0.2%
DAS
10
Dynamic Advisor Solutions
Arizona
$2.73M -$852K -19,317 -24%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.65M +$76K +1,722 +3%
MHS
12
M Holdings Securities
Oregon
$2.2M +$2.15M +48,724 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.66M -$6.18K -140 -0.4%
ABC
14
Associated Banc-Corp
Wisconsin
$1.63M +$1.59M +36,114 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.45M +$71.3K +1,615 +5%
Stifel Financial
16
Stifel Financial
Missouri
$1.42M -$3.16M -71,649 -70%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.05M +$153K +3,477 +18%
KAS
18
Kestra Advisory Services
Texas
$908K +$9.84K +223 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$806K +$93.2K +2,112 +13%
DADC
20
D.A. Davidson & Co
Montana
$792K -$15.2K -345 -2%
TSWM
21
Triangle Securities Wealth Management
North Carolina
$790K +$87.5K +1,984 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$549K -$479K -10,851 -47%
BHFP
23
Blom & Howell Financial Planning
California
$511K +$499K +11,312 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$493K -$466K -10,563 -49%
IA
25
Integrity Alliance
Iowa
$460K +$449K +10,173 New

TEQI Hedge Fund Activity: Q4 2025 in Review

45 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Equity Income ETF (TEQI) for Q4 2025, worth a combined $221M — up 29% from $171M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TEQI positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $23.4M. The largest seller was Stifel Financial, cutting an estimated $3.16M.

  • 45 institutional investors held T. Rowe Price Equity Income ETF (TEQI) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $221M of T. Rowe Price Equity Income ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 7 funds opened new T. Rowe Price Equity Income ETF positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest T. Rowe Price Equity Income ETF buyer in Q4 2025 was T. Rowe Price Associates, an estimated $23.4M added.
  • The largest T. Rowe Price Equity Income ETF seller in Q4 2025 was Stifel Financial, an estimated $3.16M sold.

Based on aggregated 13F filings for Q4 2025.