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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
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
251
Beacon Financial Group
Texas
$300K -$107K -3,211 -26%
VC
252
Vicus Capital
Pennsylvania
$297K +$297K +8,882 New
GWSG
253
GPS Wealth Strategies Group
Colorado
$296K +$33K +987 +13%
CA
254
CapWealth Advisors
Tennessee
$294K -$16.2K -486 -5%
WEG
255
World Equity Group
Illinois
$291K +$48.3K +1,446 +20%
PWM
256
Perigon Wealth Management
California
$283K +$7.48K +224 +3%
DA
257
Detalus Advisors
Missouri
$281K
ACM
258
Advance Capital Management
Michigan
$274K
TAM
259
Titleist Asset Management
Texas
$271K +$19.6K +586 +8%
PI
260
PFG Investments
New York
$265K
OL
261
Owen LaRue
Kentucky
$257K +$257K +7,705 New
AI
262
Atria Investments
North Carolina
$254K +$5.38K +161 +2%
FFA
263
Florida Financial Advisors
Florida
$251K +$251K +7,505 New
CL
264
CIM LLC
New York
$237K -$32.2K -963 -12%
KA
265
Kovack Advisors
Florida
$230K +$902 +27 +0.4%
DWP
266
Daymark Wealth Partners
Ohio
$227K -$26.1K -780 -10%
IAP
267
Indie Asset Partners
Indiana
$227K
CB
268
Commerce Bank
Missouri
$224K
NAS
269
NWF Advisory Services
California
$224K -$14.6K -437 -6%
FHA
270
First Horizon Advisors
Tennessee
$215K
IA
271
Integrity Alliance
Iowa
$207K +$207K +6,188 New
CAL
272
Capital Analysts LLC
Pennsylvania
$189K +$156K +4,649 +465%
TSMHT
273
Thurston Springer Miller Herd & Titak
Indiana
$171K +$76.6K +2,293 +81%
VWWMG
274
Vermillion & White Wealth Management Group
Pennsylvania
$124K +$124K +3,722 New
NCM
275
Northwest Capital Management
Oregon
$105K