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Capital Group Core Equity ETF

342 hedge funds and large institutions have $5.15B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 210 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$147M
3 +$78.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$53.8M
5
Jane Street
Jane Street
New York
+$47.4M

Top Sellers

1 -$17.5M
2 -$15.4M
3 -$10.9M
4
OMC
Old Mission Capital
Illinois
-$8.18M
5
NS
NBC Securities
Alabama
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$38.5M
AssetMark Inc
27
AssetMark Inc
California
$37.8M
SFA
28
Souders Financial Advisors
Ohio
$36.7M
NA
29
NewEdge Advisors
Louisiana
$35.3M
SB
30
Strategic Blueprint
Georgia
$34.2M
SIAS
31
Summit Investment Advisory Services
Minnesota
$27.8M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$27.3M
Bank of America
33
Bank of America
North Carolina
$25M
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$24.5M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$23.7M
BEI
36
Benjamin Edwards Inc
Missouri
$23.7M
P
37
&Partners
Tennessee
$21.5M
VA
38
Valmark Advisers
Ohio
$18.9M
VAS
39
Vestmark Advisory Solutions
Massachusetts
$18.2M
HI
40
Harbour Investments
Wisconsin
$18.1M
BPA
41
Beacon Pointe Advisors
California
$17.9M
DADC
42
D.A. Davidson & Co
Montana
$17.7M
AIP
43
Ameritas Investment Partners
Nebraska
$17.1M
EWA
44
EverSource Wealth Advisors
Alabama
$17M
FFS
45
Forge Financial Services
Oklahoma
$17M
BCI
46
Brinker Capital Investments
Pennsylvania
$16.2M
AFA
47
AA Financial Advisors
Ohio
$15.9M
IPA
48
Investment Planning Advisors
Georgia
$13.6M
BB
49
Burford Brothers
Texas
$13.6M
EW
50
Entruity Wealth
California
$13M