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Capital Group Core Equity ETF

344 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 211 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$147M
3 +$78.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$53.8M
5
Jane Street
Jane Street
New York
+$47.4M

Top Sellers

1 -$17.5M
2 -$15.4M
3 -$10.9M
4
OMC
Old Mission Capital
Illinois
-$8.18M
5
NS
NBC Securities
Alabama
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
251
First Heartland Consultants
Missouri
$447K
PWM
252
Perigon Wealth Management
California
$441K
EA
253
Eclectic Associates
California
$436K
TC
254
Trilogy Capital
California
$433K
UAG
255
United Advisor Group
Ohio
$425K
LWA
256
Lantern Wealth Advisors
New York
$398K
HA
257
HFG Advisors
Ohio
$392K
FSBI
258
Fearless Solutions (Best Invest)
Texas
$392K
CWM
259
Cornerstone Wealth Management
Missouri
$377K
Citadel Advisors
260
Citadel Advisors
Florida
$365K
Bank of New York Mellon
261
Bank of New York Mellon
New York
$355K
BFG
262
Beacon Financial Group
Texas
$351K
DA
263
Detalus Advisors
Missouri
$333K
PI
264
PFG Investments
New York
$323K
GWSG
265
GPS Wealth Strategies Group
Colorado
$320K
WFAG
266
Worth Financial Advisory Group
North Carolina
$319K
NWMG
267
National Wealth Management Group
Ohio
$313K
KA
268
Kovack Advisors
Florida
$312K
CB
269
Commerce Bank
Missouri
$306K
IAG
270
Investmark Advisory Group
Connecticut
$305K
CA
271
CapWealth Advisors
Tennessee
$297K
GM
272
GeoWealth Management
Illinois
$297K
MSFP
273
Mark Sheptoff Financial Planning
Connecticut
$297K
RIG
274
RiverFront Investment Group
Virginia
$296K
CL
275
CLG LLC
California
$294K