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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
CA
326
Calton & Associates
Florida
$267K -$8.47K -212 -3%
RFA
327
Rollins Financial Advisors
New York
$267K +$265K +6,635 New
PAS
328
Parsonex Advisory Services
Colorado
$263K +$261K +6,532 New
SAI
329
Savvy Advisors Inc
New York
$262K +$260K +6,505 New
AWM
330
Aprio Wealth Management
Georgia
$251K +$249K +6,240 New
WMA
331
West Michigan Advisors
Michigan
$248K +$15.1K +377 +7%
Tudor Investment Corp
332
Tudor Investment Corp
Connecticut
$248K +$246K +6,156 New
VT
333
Vise Technologies
New York
$239K +$237K +5,943 New
AAP
334
Arax Advisory Partners
Colorado
$238K +$11.3K +283 +5%
NF
335
NavPoint Financial
Minnesota
$237K +$1.16K +29 +0.5%
MCWS
336
McKinley Carter Wealth Services
West Virginia
$236K +$234K +5,860 New
US Bancorp
337
US Bancorp
Minnesota
$234K +$30.7K +770 +15%
IF
338
Intrua Financial
Texas
$232K +$231K +5,775 New
OCA
339
OpenArc Corporate Advisory
Georgia
$232K +$230K +5,761 New
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$229K -$39.9K -998 -15%
FHC
341
First Heartland Consultants
Missouri
$228K -$225K -5,638 -50%
FWS
342
FinDec Wealth Services
California
$219K -$6.51K -163 -3%
WEG
343
World Equity Group
Illinois
$218K -$46.8K -1,172 -18%
RFP
344
Root Financial Partners
California
$217K
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$215K +$14.4K +360 +7%
CIS
346
Continental Investors Services
Washington
$214K -$9.9K -248 -4%
ACM
347
Aspen Capital Management
Idaho
$209K
SIC
348
SFE Investment Counsel
California
$209K
AWM
349
AE Wealth Management
Kansas
$206K +$205K +5,130 New
SWA
350
Stratos Wealth Advisors
Ohio
$203K -$6.63K -166 -3%