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Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$86K
FPB
302
First PREMIER Bank
South Dakota
$83K
MSWA
303
Marshall & Sterling Wealth Advisors
New York
$77.5K
CIR
304
Clear Investment Research
Georgia
$66.7K
FP
305
Financial Perspectives
Minnesota
$56.9K
WAS
306
Winch Advisory Services
Wisconsin
$43.9K
US Bancorp
307
US Bancorp
Minnesota
$41.2K
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$39.7K
HBW
309
Hazlett, Burt & Watson
West Virginia
$37K
BC
310
Barrett & Company
Rhode Island
$36.5K
ME
311
McIlrath & Eck
Washington
$33.2K
TC
312
Trust Company
Kansas
$31K
AGWCA
313
Annis Gardner Whiting Capital Advisors
Florida
$25.6K
CA
314
CoreCap Advisors
Michigan
$24.1K
WA
315
Whipplewood Advisors
Colorado
$20.6K
FFA
316
Farther Finance Advisors
California
$20.6K
BWL
317
Bogart Wealth LLC
Virginia
$19K
WIM
318
Westside Investment Management
California
$16.6K
AG
319
AmeriFlex Group
Nevada
$16K
AI
320
Arvest Investments
Arkansas
$15.1K
CI
321
CX Institutional
Indiana
$12K
BIG
322
Brooklyn Investment Group
New York
$11.7K
S
323
SignatureFD
Georgia
$11.3K
IHWM
324
Iron Horse Wealth Management
Iowa
$11K
NEWAS
325
N.E.W. Advisory Services
Wisconsin
$7.39K