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Capital Group Core Equity ETF

328 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 192 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+14
Holders Change %
+4.46%
% of All Funds
4.4%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
192
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$513K +$513K +13,898 New
TCWM
227
Total Clarity Wealth Management
Illinois
$498K -$12.3K -333 -2%
NL
228
NWAM LLC
Washington
$496K +$50.6K +1,323 +11%
AWA
229
Arkadios Wealth Advisors
Georgia
$495K +$9.34K +253 +2%
TI
230
tru Independence
Oregon
$483K +$7.57K +205 +2%
WS
231
Wedbush Securities
California
$471K -$86K -2,328 -15%
CCA
232
Cravens & Co Advisors
Tennessee
$464K -$62.1K -1,681 -12%
AQR Capital Management
233
AQR Capital Management
Connecticut
$460K -$123K -3,330 -21%
SFS
234
Security Financial Services
Indiana
$458K +$458K +12,409 New
SWGC
235
Summit Wealth Group (Colorado)
Colorado
$458K +$458K +12,396 New
AC
236
AlphaCore Capital
California
$457K +$2.93K +79 +0.6%
BCA
237
Bay Colony Advisors
Massachusetts
$456K +$1.11K +30 +0.2%
CCA
238
Cypress Capital Advisors
Tennessee
$454K -$172K -4,649 -27%
Comerica Bank
239
Comerica Bank
Texas
$451K +$15.9K +431 +4%
PCIA
240
Prime Capital Investment Advisors
Kansas
$448K -$91.7K -2,482 -17%
TPF
241
Tribridge Partners Financial
Maryland
$446K +$446K +12,065 New
OWA
242
Octavia Wealth Advisors
Ohio
$438K +$8.74K +236 +2%
Ameriprise
243
Ameriprise
Minnesota
$437K -$1.76M -47,524 -80%
CL
244
CIM LLC
New York
$413K +$151K +4,084 +58%
GIA
245
Gladstone Institutional Advisory
Florida
$412K -$64.2K -1,738 -13%
WFAG
246
Worth Financial Advisory Group
North Carolina
$411K +$1.03K +28 +0.3%
EA
247
Eclectic Associates
California
$410K -$53K -1,436 -11%
CIAS
248
Capital Investment Advisory Services
North Carolina
$404K +$404K +10,936 New
TC
249
Trilogy Capital
California
$399K -$80.3K -2,175 -17%
UAG
250
United Advisor Group
Ohio
$396K +$9.42K +255 +2%