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Capital Group Core Equity ETF

383 hedge funds and large institutions have $5.86B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$812K
RK
227
Rather & Kittrell
Tennessee
$778K
SW
228
Simplicity Wealth
New Jersey
$747K
STA
229
Smith Thornton Advisors
Alabama
$740K
TAM
230
Titleist Asset Management
Texas
$731K
CL
231
CVFG LLC
Indiana
$724K
WS
232
Wedbush Securities
California
$722K
AF
233
Advisornet Financial
Minnesota
$722K
BFA
234
Beacon Financial Advisory
Ohio
$721K
HPC
235
Hobart Private Capital
North Carolina
$713K
GIA
236
Gladstone Institutional Advisory
Florida
$693K
EA
237
Everpar Advisors
Oklahoma
$684K
PWM
238
Platt Wealth Management
California
$675K
HAIM
239
Hunter Associates Investment Management
Pennsylvania
$673K
TA
240
TKG Advisors
Indiana
$667K
SF
241
Sun Financial
Utah
$666K
SFC
242
Swisher Financial Concepts
Ohio
$657K
ACM
243
Advance Capital Management
Michigan
$648K
FA
244
Faithward Advisors
Pennsylvania
$647K
CL
245
CLG LLC
California
$644K
SFS
246
Sowell Financial Services
Arkansas
$622K
HP
247
Holistic Planning
Texas
$618K
AG
248
Ascent Group
Virginia
$608K
SWM
249
Silverlake Wealth Management
Vermont
$596K
PWM
250
Perigon Wealth Management
California
$585K