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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
WAS
376
Winch Advisory Services
Wisconsin
$45.9K
WG
377
Wellington Group
Indiana
$43.1K +$1.01K +25 +2%
CA
378
CoreCap Advisors
Michigan
$42.3K +$40 +1 +0.1%
MWA
379
Medallion Wealth Advisors
Connecticut
$40.8K -$1.01K -25 -2%
BC
380
Barrett & Company
Rhode Island
$35K -$3.02K -75 -8%
ME
381
McIlrath & Eck
Washington
$34.6K
AGWCA
382
Annis Gardner Whiting Capital Advisors
Florida
$33.2K
TC
383
Trust Company
Kansas
$32.3K
UCB
384
United Community Bank
South Carolina
$28.1K +$29.4K +731 New
PB
385
Pinnacle Bancorp
Nebraska
$24.7K
FGAM
386
Financial Gravity Asset Management
Texas
$24.2K
PK
387
Pflug Koory
Nebraska
$24.1K
VAI
388
Vanguard Advisers Inc
Pennsylvania
$23.2K +$24.3K +603 New
SEP
389
Signature Equity Partners
Ohio
$21.7K
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$18.7K +$19.6K +488 New
RF
391
Rossby Financial
Florida
$17.8K +$11.5K +286 +163%
WIM
392
Westside Investment Management
California
$17.3K
AI
393
Arvest Investments
Arkansas
$15.7K
CI
394
CX Institutional
Indiana
$15K
IWP
395
IAG Wealth Partners
Wisconsin
$14.3K +$725 +18 +5%
FLP
396
Financial Life Planners
Arizona
$13.1K +$13.8K +342 New
GSWM
397
Golden State Wealth Management
California
$12.9K
S
398
SignatureFD
Georgia
$11.8K
Russell Investments Group
399
Russell Investments Group
United Kingdom
$11.3K +$11.8K +294 New
NEWAS
400
N.E.W. Advisory Services
Wisconsin
$7.68K