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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
FWS
351
FinDec Wealth Services
California
$209K -$765 -19 -0.3%
CIAS
352
CFS Investment Advisory Services
New Jersey
$207K +$198K +4,914 New
OCA
353
OpenArc Corporate Advisory
Georgia
$207K -$15.3K -381 -7%
CRI
354
Colonial River Investments
Virginia
$206K +$216K +5,362 New
CBU
355
CIBC Bancorp USA
Illinois
$205K +$215K +5,336 New
Fidelity Investments
356
Fidelity Investments
Massachusetts
$201K +$207K +5,145 +5,359%
ACM
357
Aspen Capital Management
Idaho
$200K
SIC
358
SFE Investment Counsel
California
$200K
SIM
359
Synergy Investment Management
Florida
$190K +$199K +4,951 New
M
360
MOTCO
Texas
$143K +$150K +3,727 New
LFG
361
Larson Financial Group
Missouri
$141K +$48.3K +1,200 +49%
BFP
362
Birchwood Financial Partners
Minnesota
$121K
HNB
363
Huntington National Bank
Ohio
$105K
MG
364
Mather Group
Illinois
$100K +$105K +2,611 New
RCM
365
Richardson Capital Management
Wisconsin
$96K +$101K +2,500 New
CCM
366
Chilton Capital Management
Texas
$94.3K -$9.34K -232 -9%
AG
367
AmeriFlex Group
Nevada
$91.2K
FPB
368
First PREMIER Bank
South Dakota
$86K
FP
369
Financial Perspectives
Minnesota
$85K
NS
370
NBC Securities
Alabama
$84.8K
MCP
371
Miller Capital Partners
Michigan
$82.2K
CIR
372
Clear Investment Research
Georgia
$71K +$74.4K +1,848 New
IAAG
373
Innovative Asset Advisors Group
Connecticut
$65.2K +$68.1K +1,692 New
B
374
Bayban
Minnesota
$60.9K +$63.8K +1,585 New
TSMHT
375
Thurston Springer Miller Herd & Titak
Indiana
$59.6K +$7.37K +183 +13%