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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
MFA
301
Millington Financial Advisors
Illinois
$347K +$339K +8,500 New
DA
302
Detalus Advisors
Missouri
$339K
SCM
303
Saxony Capital Management
Missouri
$338K +$335K +8,400 New
HBW
304
Hazlett, Burt & Watson
West Virginia
$334K +$281K +7,040 +548%
IAS
305
Insigneo Advisory Services
Florida
$328K +$59.1K +1,481 +22%
SCA
306
Snowden Capital Advisors
New York
$326K +$80.8K +2,023 +33%
WFAG
307
Worth Financial Advisory Group
North Carolina
$325K +$759 +19 +0.2%
NWMG
308
National Wealth Management Group
Ohio
$318K
FFA
309
Florida Financial Advisors
Florida
$313K +$36K +901 +13%
CB
310
Commerce Bank
Missouri
$312K
IAG
311
Investmark Advisory Group
Connecticut
$311K +$998 +25 +0.3%
CW
312
CreativeOne Wealth
Kansas
$310K +$308K +7,711 New
MWM
313
Mascagni Wealth Management
Mississippi
$306K +$12.8K +320 +4%
CA
314
CapWealth Advisors
Tennessee
$303K
RIG
315
RiverFront Investment Group
Virginia
$301K
QCM
316
QRG Capital Management
Illinois
$294K +$53.7K +1,344 +23%
LDB
317
Lee, Danner & Bass
Tennessee
$293K +$73.9K +1,850 +34%
MSFP
318
Mark Sheptoff Financial Planning
Connecticut
$290K -$11.7K -294 -4%
CCMG
319
Clark Capital Management Group
Pennsylvania
$287K +$285K +7,133 New
HF
320
HRT Financial
New York
$281K +$279K +6,991 New
IAN
321
Integrated Advisors Network
Texas
$280K +$278K +6,959 New
CFG
322
Compton Financial Group
Maryland
$279K +$277K +6,941 New
HWMO
323
Heritage Wealth Management (Ohio)
Ohio
$276K +$274K +6,868 New
DWP
324
Daymark Wealth Partners
Ohio
$274K +$120 +3 +0%
IAP
325
Indie Asset Partners
Indiana
$269K