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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
PK
376
Pflug Koory
Nebraska
$25.2K +$25K +626 New
SEP
377
Signature Equity Partners
Ohio
$22.7K +$22.5K +564 New
BWL
378
Bogart Wealth LLC
Virginia
$20.7K
MCM
379
MAI Capital Management
Ohio
$20.4K +$20.2K +506 New
WIM
380
Westside Investment Management
California
$18.1K
AI
381
Arvest Investments
Arkansas
$16.5K
CI
382
CX Institutional
Indiana
$15K +$1.96K +49 +15%
IWP
383
IAG Wealth Partners
Wisconsin
$14.3K -$85.9K -2,150 -86%
GSWM
384
Golden State Wealth Management
California
$13.5K +$8.39K +210 +167%
S
385
SignatureFD
Georgia
$12.3K
JFGIW
386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.1K +$12K +300 New
NEWAS
387
N.E.W. Advisory Services
Wisconsin
$8.05K
RF
388
Rossby Financial
Florida
$7.04K +$4.23K +106 +154%
CPBTD
389
Central Pacific Bank - Trust Division
Hawaii
$6.12K +$2.68K +67 +79%
CTC
390
Central Trust Company
Missouri
$5.39K +$5.35K +134 New
HNB
391
Huntington National Bank
Ohio
$5.03K
MAS
392
MPWM Advisory Solutions
Georgia
$4.67K +$998 +25 +27%
DF
393
Dunhill Financial
United Kingdom
$4.63K
FC
394
Financial Consulate
Maryland
$4.1K +$4.07K +102 New
Fidelity Investments
395
Fidelity Investments
Massachusetts
$3.86K +$3.83K +96 New
IWM
396
IMG Wealth Management
Florida
$362 +$359 +9 New
Susquehanna International Group
397
Susquehanna International Group
Pennsylvania
-$7.69M -194,480 Closed
OMC
398
Old Mission Capital
Illinois
-$7.15M -180,812 Closed
M1FG
399
Mach-1 Financial Group
Arkansas
-$2.07M -52,376 Closed
PPWP
400
Premier Path Wealth Partners
New Jersey
-$1.31M -33,077 Closed