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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
4.81%
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
ACM
251
Advance Capital Management
Michigan
$648K +$116K +2,906 +22%
FA
252
Faithward Advisors
Pennsylvania
$647K -$90.7K -2,270 -12%
CL
253
CLG LLC
California
$644K +$342K +8,554 +115%
SFS
254
Sowell Financial Services
Arkansas
$622K -$1.19M -29,916 -66%
HP
255
Holistic Planning
Texas
$618K -$3.71K -93 -0.6%
AG
256
Ascent Group
Virginia
$608K +$10.2K +256 +2%
SWM
257
Silverlake Wealth Management
Vermont
$596K +$18.3K +459 +3%
PWM
258
Perigon Wealth Management
California
$585K +$135K +3,374 +30%
CL
259
CIM LLC
New York
$575K +$114K +2,846 +25%
NL
260
NWAM LLC
Washington
$562K +$26.7K +669 +5%
TI
261
tru Independence
Oregon
$542K +$7.67K +192 +1%
BCA
262
Bay Colony Advisors
Massachusetts
$537K +$36.2K +906 +7%
AC
263
AlphaCore Capital
California
$532K +$32.1K +803 +6%
TCWM
264
Total Clarity Wealth Management
Illinois
$528K -$4.03K -101 -0.8%
BWP
265
Balboa Wealth Partners
Arizona
$526K +$44.1K +1,104 +9%
HIM
266
Hanlon Investment Management
New Jersey
$525K -$14K -351 -3%
LWA
267
Lantern Wealth Advisors
New York
$522K +$117K +2,921 +29%
AA
268
Auctus Advisors
North Carolina
$522K +$518K +12,973 New
AWA
269
Arkadios Wealth Advisors
Georgia
$521K -$55.6K -1,392 -10%
PA
270
Procyon Advisors
Connecticut
$518K +$16.6K +416 +3%
HAM
271
Harmony Asset Management
Arizona
$509K -$5.07K -127 -1%
CCA
272
Cravens & Co Advisors
Tennessee
$504K +$1.8K +45 +0.4%
CA
273
Crewe Advisors
Utah
$495K +$268K +6,706 +120%
TPF
274
Tribridge Partners Financial
Maryland
$490K +$4.67K +117 +1%
PCIA
275
Prime Capital Investment Advisors
Kansas
$488K