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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
226
Larson Financial Group
Missouri
$65.6K
CIR
227
Clear Investment Research
Georgia
$56.6K +$129 +4 +0.2%
FP
228
Financial Perspectives
Minnesota
$49.7K
WAS
229
Winch Advisory Services
Wisconsin
$38K +$64 +2 +0.2%
BC
230
Barrett & Company
Rhode Island
$32.1K +$32.1K +994 New
CAL
231
Capital Analysts LLC
Pennsylvania
$32K -$274K -8,563 -90%
ME
232
McIlrath & Eck
Washington
$29K +$29K +900 New
TC
233
Trust Company
Kansas
$27.1K +$27.1K +840 New
AI
234
Arvest Investments
Arkansas
$13.2K +$13.2K +409 New
ATPW
235
Ashton Thomas Private Wealth
Arizona
$12.1K +$12.1K +374 New
HBW
236
Hazlett, Burt & Watson
West Virginia
$12K +$12K +375 New
IWP
237
IAG Wealth Partners
Wisconsin
$11.4K
GWM
238
Geneos Wealth Management
Colorado
$10.4K +$10.4K +321 New
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$8.57K +$8.57K +281 New
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$4.35K -$47K -1,458 -92%
OWA
241
Opal Wealth Advisors
New York
$2.61K +$2.61K +81 New
FFA
242
Farther Finance Advisors
California
$2.13K +$2.13K +66 New
FPF
243
First Pacific Financial
Washington
$1.71K
FHC
244
First Heartland Consultants
Missouri
$838 +$23 +717 +3%
HFA
245
Hershey Financial Advisers
Pennsylvania
$290 +$290 +9 New
SIAS
246
Summit Investment Advisory Services
Minnesota
-$17.8M -571,128 Closed
LNC
247
Lincoln National Corp
Pennsylvania
-$10.1M -322,800 Closed
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
-$9.74M -312,680 Closed
CBFP
249
Cedar Brook Financial Partners
Ohio
-$1.77M -56,751 Closed
Citadel Advisors
250
Citadel Advisors
Florida
-$833K -26,745 Closed