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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
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.43M
Puts
$50K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
276
Synergy Investment Management
Florida
$96.4K
RMP
277
Richards, Merrill & Peterson
Washington
$95.2K
MG
278
Mather Group
Illinois
$87.2K
CA
279
CoreCap Advisors
Michigan
$87K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$82.9K
LFG
281
Larson Financial Group
Missouri
$82.3K
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$77.3K
IWP
283
IAG Wealth Partners
Wisconsin
$72.8K
CIR
284
Clear Investment Research
Georgia
$60.1K
AG
285
AmeriFlex Group
Nevada
$58.8K
MSWA
286
Marshall & Sterling Wealth Advisors
New York
$58.7K
FP
287
Financial Perspectives
Minnesota
$51.5K
SFG
288
Stonebridge Financial Group
Pennsylvania
$39.7K
WAS
289
Winch Advisory Services
Wisconsin
$39.6K
Simplex Trading
290
Simplex Trading
Illinois
$36K
OP
291
ORG Partners
Indiana
$34.1K
HBW
292
Hazlett, Burt & Watson
West Virginia
$33K
BC
293
Barrett & Company
Rhode Island
$33K
CCM
294
Chilton Capital Management
Texas
$31.2K
ME
295
McIlrath & Eck
Washington
$30.1K
CAWM
296
Capital A Wealth Management
Pennsylvania
$29.6K
TC
297
Trust Company
Kansas
$28.1K
AGWCA
298
Annis Gardner Whiting Capital Advisors
Florida
$22K
WA
299
Whipplewood Advisors
Colorado
$17.4K
BWL
300
Bogart Wealth LLC
Virginia
$17.2K