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Capital Group Core Equity ETF

383 hedge funds and large institutions have $5.86B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
326
McKinley Carter Wealth Services
West Virginia
$236K
US Bancorp
327
US Bancorp
Minnesota
$234K
IF
328
Intrua Financial
Texas
$232K
OCA
329
OpenArc Corporate Advisory
Georgia
$232K
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$229K
FHC
331
First Heartland Consultants
Missouri
$228K
FWS
332
FinDec Wealth Services
California
$219K
WEG
333
World Equity Group
Illinois
$218K
RFP
334
Root Financial Partners
California
$217K
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$215K
CIS
336
Continental Investors Services
Washington
$214K
ACM
337
Aspen Capital Management
Idaho
$209K
SIC
338
SFE Investment Counsel
California
$209K
AWM
339
AE Wealth Management
Kansas
$206K
SWA
340
Stratos Wealth Advisors
Ohio
$203K
VWWMG
341
Vermillion & White Wealth Management Group
Pennsylvania
$176K
CAM
342
Clarity Asset Management
Iowa
$147K
BFP
343
Birchwood Financial Partners
Minnesota
$127K
CCM
344
Chilton Capital Management
Texas
$108K
LFG
345
Larson Financial Group
Missouri
$99.2K
AG
346
AmeriFlex Group
Nevada
$95.5K
FPB
347
First PREMIER Bank
South Dakota
$90K
FP
348
Financial Perspectives
Minnesota
$89K
NS
349
NBC Securities
Alabama
$88.8K
MCP
350
Miller Capital Partners
Michigan
$86.1K