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Capital Group Core Equity ETF

329 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.41%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
193
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Shares
Change %
CIR
301
Clear Investment Research
Georgia
$66.7K +$185 +5 +0.3%
FP
302
Financial Perspectives
Minnesota
$56.9K
WAS
303
Winch Advisory Services
Wisconsin
$43.9K +$74 +2 +0.2%
US Bancorp
304
US Bancorp
Minnesota
$41.2K +$27.3K +740 +197%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$39.7K +$39.7K +1,076 New
HBW
306
Hazlett, Burt & Watson
West Virginia
$37K
BC
307
Barrett & Company
Rhode Island
$36.5K
ME
308
McIlrath & Eck
Washington
$33.2K
TC
309
Trust Company
Kansas
$31K
AGWCA
310
Annis Gardner Whiting Capital Advisors
Florida
$25.6K +$1.33K +36 +5%
CA
311
CoreCap Advisors
Michigan
$24.1K -$72.1K -1,953 -75%
WA
312
Whipplewood Advisors
Colorado
$20.6K +$960 +26 +5%
FFA
313
Farther Finance Advisors
California
$20.6K +$20.6K +557 New
BWL
314
Bogart Wealth LLC
Virginia
$19K
WIM
315
Westside Investment Management
California
$16.6K +$16.6K +450 New
AG
316
AmeriFlex Group
Nevada
$16K -$48.7K -1,325 -75%
AI
317
Arvest Investments
Arkansas
$15.1K
CI
318
CX Institutional
Indiana
$12K
BIG
319
Brooklyn Investment Group
New York
$11.7K +$11.7K +318 New
S
320
SignatureFD
Georgia
$11.3K
IHWM
321
Iron Horse Wealth Management
Iowa
$11K +$11K +297 New
NEWAS
322
N.E.W. Advisory Services
Wisconsin
$7.39K
PB
323
Pinnacle Bancorp
Nebraska
$7.09K
WTFG
324
Wood Tarver Financial Group
Idaho
$7K
CPBTD
325
Central Pacific Bank - Trust Division
Hawaii
$3.14K