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Capital Group Core Equity ETF

330 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, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$513K
TCWM
227
Total Clarity Wealth Management
Illinois
$498K
NL
228
NWAM LLC
Washington
$496K
AWA
229
Arkadios Wealth Advisors
Georgia
$495K
TI
230
tru Independence
Oregon
$483K
NAS
231
NWF Advisory Services
California
$473K
WS
232
Wedbush Securities
California
$471K
CCA
233
Cravens & Co Advisors
Tennessee
$464K
AQR Capital Management
234
AQR Capital Management
Connecticut
$460K
SFS
235
Security Financial Services
Indiana
$458K
SWGC
236
Summit Wealth Group (Colorado)
Colorado
$458K
AC
237
AlphaCore Capital
California
$457K
BCA
238
Bay Colony Advisors
Massachusetts
$456K
CCA
239
Cypress Capital Advisors
Tennessee
$454K
Comerica Bank
240
Comerica Bank
Texas
$451K
PCIA
241
Prime Capital Investment Advisors
Kansas
$448K
TPF
242
Tribridge Partners Financial
Maryland
$446K
OWA
243
Octavia Wealth Advisors
Ohio
$438K
Ameriprise
244
Ameriprise
Minnesota
$437K
CL
245
CIM LLC
New York
$413K
GIA
246
Gladstone Institutional Advisory
Florida
$412K
WFAG
247
Worth Financial Advisory Group
North Carolina
$411K
EA
248
Eclectic Associates
California
$410K
CIAS
249
Capital Investment Advisory Services
North Carolina
$404K
TC
250
Trilogy Capital
California
$399K