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Capital Group Core Equity ETF

256 hedge funds and large institutions have $2.35B invested in Capital Group Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 163 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
163
Reduced
40
Closed
14
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
AL
226
ACAS LLC
California
$218K +$3.43K +100 +2%
WFAG
227
Worth Financial Advisory Group
North Carolina
$209K +$209K +6,089 New
HH
228
Hilltop Holdings
Texas
$206K +$206K +6,009 New
AI
229
Atria Investments
North Carolina
$204K +$204K +5,961 New
NCM
230
Northwest Capital Management
Oregon
$107K
TSMHT
231
Thurston Springer Miller Herd & Titak
Indiana
$96.6K +$2.06K +60 +2%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$95K
OC
233
Oarsman Capital
Wisconsin
$94.3K +$94.3K +2,750 New
MG
234
Mather Group
Illinois
$89.5K
JPMorgan Chase & Co
235
JPMorgan Chase & Co
New York
$89.5K +$80.9K +2,653 +944%
IA
236
IFP Advisors
Florida
$89.3K +$6.27K +183 +8%
CA
237
CoreCap Advisors
Michigan
$84.1K +$2.4K +70 +3%
FCA
238
FinTrust Capital Advisors
South Carolina
$81.8K +$81.8K +2,387 New
LFG
239
Larson Financial Group
Missouri
$69.8K
SIC
240
Salem Investment Counselors
North Carolina
$63.5K +$63.5K +1,847 New
NFA
241
Northwest Financial Advisors
Virginia
$60.5K +$60.5K +1,766 New
CIR
242
Clear Investment Research
Georgia
$60.3K +$137 +4 +0.2%
FP
243
Financial Perspectives
Minnesota
$52.8K
WAS
244
Winch Advisory Services
Wisconsin
$40.5K +$34 +1 +0.1%
MSFP
245
Mark Sheptoff Financial Planning
Connecticut
$40.4K -$181K -5,290 -82%
GWM
246
Geneos Wealth Management
Colorado
$35.3K +$24.3K +709 +221%
BC
247
Barrett & Company
Rhode Island
$34.1K +$34 +1 +0.1%
CAL
248
Capital Analysts LLC
Pennsylvania
$34K
ME
249
McIlrath & Eck
Washington
$30.9K
TC
250
Trust Company
Kansas
$28.8K