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Capital Group Core Equity ETF

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.43M
Puts
$50K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Gladstone Institutional Advisory
Florida
$431K
TI
227
tru Independence
Oregon
$430K
EA
228
Eclectic Associates
California
$419K
AC
229
AlphaCore Capital
California
$411K
BCA
230
Bay Colony Advisors
Massachusetts
$410K
SW
231
Simplicity Wealth
New Jersey
$397K
Comerica Bank
232
Comerica Bank
Texas
$393K
NL
233
NWAM LLC
Washington
$389K
OWA
234
Octavia Wealth Advisors
Ohio
$388K
FIM
235
Freedom Investment Management
Connecticut
$388K
PTC
236
Private Trust Company
Ohio
$385K
OC
237
Oppenheimer & Co
New York
$375K
WFAG
238
Worth Financial Advisory Group
North Carolina
$371K
MOS
239
MGO One Seven
Ohio
$361K
HP
240
Holistic Planning
Texas
$359K
SG
241
StoneX Group
New York
$354K
UAG
242
United Advisor Group
Ohio
$350K
IAG
243
Investmark Advisory Group
Connecticut
$338K
RK
244
Rather & Kittrell
Tennessee
$333K
HA
245
HFG Advisors
Ohio
$331K
NWMG
246
National Wealth Management Group
Ohio
$319K
IAIM
247
International Assets Investment Management
Florida
$318K
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$317K
CWM
249
Cornerstone Wealth Management
Missouri
$316K
RIS
250
Richmond Investment Services
Wisconsin
$308K