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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Gladstone Institutional Advisory
Florida
$942K +$294K +7,298 +42%
PWA
227
PCG Wealth Advisors
Kansas
$930K +$974K +24,197 New
WSA
228
Wealth Science Advisors
Georgia
$926K
CFG
229
Certior Financial Group
Pennsylvania
$903K +$2.5K +62 +0.3%
RIL
230
Rothschild Investment LLC
Illinois
$900K +$131K +3,250 +16%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$889K +$533K +13,228 +134%
AF
232
Allworth Financial
California
$875K -$137K -3,408 -13%
PCIA
233
Prime Capital Investment Advisors
Kansas
$850K +$403K +10,000 +82%
AQR Capital Management
234
AQR Capital Management
Connecticut
$837K +$17.8K +442 +2%
CL
235
CVFG LLC
Indiana
$789K +$101K +2,517 +14%
SF
236
Sun Financial
Utah
$778K +$46.6K +1,158 +7%
PSCM
237
Per Stirling Capital Management
Texas
$766K +$367K +9,124 +84%
SW
238
Simplicity Wealth
New Jersey
$763K +$52.3K +1,298 +7%
RK
239
Rather & Kittrell
Tennessee
$743K
IAIM
240
International Assets Investment Management
Florida
$731K -$68.7K -1,706 -8%
TAM
241
Titleist Asset Management
Texas
$719K +$21.8K +541 +3%
STA
242
Smith Thornton Advisors
Alabama
$706K
CL
243
CLG LLC
California
$705K +$94.1K +2,338 +15%
Ameriprise
244
Ameriprise
Minnesota
$676K +$343K +8,508 +94%
WS
245
Wedbush Securities
California
$665K -$25.7K -639 -4%
TA
246
TKG Advisors
Indiana
$664K +$28.1K +698 +4%
BFA
247
Beacon Financial Advisory
Ohio
$654K -$36.5K -906 -5%
PWM
248
Perigon Wealth Management
California
$650K +$96.1K +2,387 +16%
EA
249
Everpar Advisors
Oklahoma
$646K -$8.05K -200 -1%
PWM
250
Platt Wealth Management
California
$644K