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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
RIG
326
RiverFront Investment Group
Virginia
$288K
LDB
327
Lee, Danner & Bass
Tennessee
$280K
NFA
328
Northwest Financial Advisors
Virginia
$271K +$284K +7,041 New
RFA
329
Register Financial Advisors
Georgia
$264K +$277K +6,881 New
CA
330
CapWealth Advisors
Tennessee
$262K -$27.8K -691 -9%
SAI
331
Savvy Advisors Inc
New York
$262K +$13.1K +325 +5%
IAP
332
Indie Asset Partners
Indiana
$257K
RFA
333
Rollins Financial Advisors
New York
$255K
FHC
334
First Heartland Consultants
Missouri
$253K +$37.6K +933 +16%
WMA
335
West Michigan Advisors
Michigan
$252K +$14.8K +368 +6%
DWP
336
Daymark Wealth Partners
Ohio
$251K -$11.4K -283 -4%
HCP
337
Hexagon Capital Partners
Arkansas
$249K +$261K +6,470 New
AWM
338
Aprio Wealth Management
Georgia
$243K +$3.5K +87 +1%
ATPW
339
Ashton Thomas Private Wealth
Arizona
$240K +$252K +6,259 New
VT
340
Vise Technologies
New York
$239K
WA
341
Waverly Advisors
Alabama
$235K +$246K +6,109 New
RFP
342
Root Financial Partners
California
$235K +$28.6K +710 +13%
WMA
343
Wealth Management Associates
New Jersey
$233K +$244K +6,056 New
CA
344
Calton & Associates
Florida
$229K -$26.9K -668 -10%
NF
345
NavPoint Financial
Minnesota
$226K
JCA
346
January Capital Advisors
California
$224K +$235K +5,835 New
AC
347
Avant Capital
Louisiana
$223K +$233K +5,798 New
FFA
348
Founders Financial Alliance
North Carolina
$216K +$226K +5,616 New
US Bancorp
349
US Bancorp
Minnesota
$214K -$9.87K -245 -4%
IF
350
Intrua Financial
Texas
$212K -$10.1K -250 -4%