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Capital Group Core Equity ETF

327 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 192 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
327
Holders Change
+13
Holders Change %
+4.14%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
192
Reduced
72
Closed
16
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Market Value Shares Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$30.5M 826,422 -179,239 -18%
IPA
27
Investment Planning Advisors
Georgia
$29.1M 788,011 +135,636 +21%
HIP
28
HUB Investment Partners
Texas
$27.7M 750,208 +50,583 +7%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$25.2M 673,845 -7,435 -1%
SB
30
Strategic Blueprint
Georgia
$23.9M 647,391 +51,544 +9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$21.4M 580,783 +21,120 +4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$20.3M 548,695 +104,883 +24%
BEI
33
Benjamin Edwards Inc
Missouri
$17.4M 470,078 +101,158 +27%
Bank of America
34
Bank of America
North Carolina
$17.2M 465,996 +156,332 +50%
P
35
&Partners
Tennessee
$16.9M 456,595 +80,438 +21%
DADC
36
D.A. Davidson & Co
Montana
$16.4M 443,816 +9,193 +2%
HI
37
Harbour Investments
Wisconsin
$15.2M 412,211 +1,969 +0.5%
BCI
38
Brinker Capital Investments
Pennsylvania
$15.2M 411,239 +8,028 +2%
VA
39
Valmark Advisers
Ohio
$14.9M 402,564 +25,597 +7%
FFS
40
Forge Financial Services
Oklahoma
$14.6M 389,756 +27,445 +8%
OMC
41
Old Mission Capital
Illinois
$14.3M 387,686 +3,672 +1%
EWA
42
EverSource Wealth Advisors
Alabama
$14.1M 382,889 +60,743 +19%
AFA
43
AA Financial Advisors
Ohio
$14.1M 381,380 -1,885 -0.5%
IA
44
IFP Advisors
Florida
$14.1M 380,451 +36,176 +11%
BB
45
Burford Brothers
Texas
$12.3M 332,972 -7,262 -2%
EW
46
Entruity Wealth
California
$11.6M 314,621 +21,162 +7%
DJSG
47
D.J. St. Germain
Massachusetts
$10.9M 294,083 +1,058 +0.4%
AWS
48
Atria Wealth Solutions
New York
$10.7M 288,796 -71,151 -20%
Citadel Advisors
49
Citadel Advisors
Florida
$10.5M 283,714 +283,714 New
CWM
50
Challenger Wealth Management
California
$10.1M 272,601 +19,741 +8%