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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
HH
276
Hilltop Holdings
Texas
$487K +$200K +5,011 +71%
CCA
277
Cypress Capital Advisors
Tennessee
$485K +$559 +14 +0.1%
HFA
278
High Falls Advisors
New York
$480K -$121K -3,033 -20%
RMP
279
Richards, Merrill & Peterson
Washington
$473K +$469K +11,750 New
PWM
280
Prosperity Wealth Management
California
$464K +$197K +4,933 +75%
BFG
281
Beacon Financial Group
Texas
$459K +$100K +2,513 +28%
KA
282
Kovack Advisors
Florida
$459K +$140K +3,496 +44%
UAG
283
United Advisor Group
Ohio
$458K +$25.5K +639 +6%
FLPIM
284
F.L. Putnam Investment Management
Massachusetts
$454K -$2.2K -55 -0.5%
TC
285
Trilogy Capital
California
$441K
PSCM
286
Per Stirling Capital Management
Texas
$435K +$432K +10,808 New
OWA
287
Octavia Wealth Advisors
Ohio
$421K -$61.5K -1,541 -13%
HA
288
HFG Advisors
Ohio
$399K
FSBI
289
Fearless Solutions (Best Invest)
Texas
$399K +$519 +13 +0.1%
Bank of New York Mellon
290
Bank of New York Mellon
New York
$398K +$36.5K +914 +10%
PI
291
PFG Investments
New York
$389K +$60K +1,502 +18%
MCA
292
MSH Capital Advisors
Arizona
$387K -$88.4K -2,213 -19%
VFG
293
Victory Financial Group
Texas
$382K +$380K +9,507 New
CWM
294
Cornerstone Wealth Management
Missouri
$381K -$3.31K -83 -0.9%
DWM
295
Diversify Wealth Management
Utah
$378K +$368K +9,212 New
SG
296
StoneX Group
New York
$376K -$162K -4,061 -30%
EA
297
Eclectic Associates
California
$373K -$70K -1,752 -16%
GM
298
GeoWealth Management
Illinois
$367K +$63.6K +1,593 +21%
Ameriprise
299
Ameriprise
Minnesota
$366K -$146K -3,660 -29%
EWA
300
Exencial Wealth Advisors
Oklahoma
$362K +$359K +8,986 New