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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
301
CreativeOne Wealth
Kansas
$380K +$87.4K +2,170 +28%
PI
302
PFG Investments
New York
$372K
RPWA
303
Regent Peak Wealth Advisors
Georgia
$368K +$386K +9,575 New
CWM
304
Cornerstone Wealth Management
Missouri
$363K
MCA
305
MSH Capital Advisors
Arizona
$361K -$9.06K -225 -2%
MFA
306
Millington Financial Advisors
Illinois
$360K
CCMG
307
Clark Capital Management Group
Pennsylvania
$358K +$88K +2,186 +31%
SFC
308
Swisher Financial Concepts
Ohio
$343K -$298K -7,392 -45%
GM
309
GeoWealth Management
Illinois
$340K -$10.4K -259 -3%
CB
310
Commerce Bank
Missouri
$334K +$38K +943 +12%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$332K +$119K +2,956 +52%
EA
312
Eclectic Associates
California
$331K -$25.7K -638 -7%
MCM
313
McKinney Capital Management
Texas
$329K +$345K +8,560 New
DA
314
Detalus Advisors
Missouri
$323K
HWMO
315
Heritage Wealth Management (Ohio)
Ohio
$319K +$57.3K +1,424 +21%
AAP
316
Arax Advisory Partners
Colorado
$318K +$84.8K +2,105 +36%
SCA
317
Snowden Capital Advisors
New York
$314K +$1.81K +45 +0.6%
WFAG
318
Worth Financial Advisory Group
North Carolina
$312K -$255K -6,327 -78%
FTUS
319
Flow Traders U.S.
New York
$310K -$3.72M -92,472 -92%
IAS
320
Insigneo Advisory Services
Florida
$307K -$7.45K -185 -2%
MWM
321
Mascagni Wealth Management
Mississippi
$305K +$12.6K +313 +4%
MSFP
322
Mark Sheptoff Financial Planning
Connecticut
$302K -$5.64K -140 -2%
IAG
323
Investmark Advisory Group
Connecticut
$297K
NWMG
324
National Wealth Management Group
Ohio
$293K -$11.3K -280 -4%
AWM
325
Avaii Wealth Management
Wisconsin
$292K +$306K +7,589 New