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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.8%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
226
NWF Advisory Services
California
$936K +$22.8K +571 +3%
WSA
227
Wealth Science Advisors
Georgia
$926K +$919K +23,018 New
SL
228
Sentinus LLC
Illinois
$879K +$872K +21,844 New
AQR Capital Management
229
AQR Capital Management
Connecticut
$859K +$355K +8,888 +71%
SIC
230
Salem Investment Counselors
North Carolina
$836K +$829K +20,769 New
IAIM
231
International Assets Investment Management
Florida
$829K +$187K +4,675 +29%
Comerica Bank
232
Comerica Bank
Texas
$823K +$142K +3,558 +21%
TFA
233
Transamerica Financial Advisors
Florida
$816K +$267K +6,697 +49%
RIL
234
Rothschild Investment LLC
Illinois
$812K +$51.8K +1,296 +7%
RK
235
Rather & Kittrell
Tennessee
$778K
SW
236
Simplicity Wealth
New Jersey
$747K -$3.75K -94 -0.5%
STA
237
Smith Thornton Advisors
Alabama
$740K +$40 +1 +0%
TAM
238
Titleist Asset Management
Texas
$731K +$483K +12,090 +199%
CL
239
CVFG LLC
Indiana
$724K +$61.8K +1,547 +9%
WS
240
Wedbush Securities
California
$722K -$13.9K -349 -2%
AF
241
Advisornet Financial
Minnesota
$722K +$52.6K +1,317 +8%
BFA
242
Beacon Financial Advisory
Ohio
$721K -$85.3K -2,135 -11%
HPC
243
Hobart Private Capital
North Carolina
$713K -$26.5K -663 -4%
GIA
244
Gladstone Institutional Advisory
Florida
$693K +$191K +4,790 +39%
EA
245
Everpar Advisors
Oklahoma
$684K
PWM
246
Platt Wealth Management
California
$675K +$670K +16,783 New
HAIM
247
Hunter Associates Investment Management
Pennsylvania
$673K +$7.99K +200 +1%
TA
248
TKG Advisors
Indiana
$667K +$39.6K +991 +6%
SF
249
Sun Financial
Utah
$666K +$661K +16,547 New
SFC
250
Swisher Financial Concepts
Ohio
$657K -$34.2K -857 -5%