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Capital Group Core Equity ETF

107 hedge funds and large institutions have $399M invested in Capital Group Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
61
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.17M +$4.17M +178,287 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$3.73M +$2.31M +97,592 +163%
GSC
28
G&S Capital
Colorado
$3.63M -$207K -8,743 -5%
UBS Group
29
UBS Group
Switzerland
$3.59M +$1.48M +62,682 +71%
Wells Fargo
30
Wells Fargo
California
$3.42M +$673K +28,408 +25%
NA
31
NewEdge Advisors
Louisiana
$3.26M +$748K +31,566 +30%
PA
32
Procyon Advisors
Connecticut
$3.08M +$75.7K +3,197 +3%
DADC
33
D.A. Davidson & Co
Montana
$3.02M +$220K +9,303 +8%
BPFA
34
Barnes Pettey Financial Advisors
Mississippi
$2.13M +$32.4K +1,367 +2%
ACA
35
Aptus Capital Advisors
Alabama
$2.05M +$2.05M +86,410 New
AWS
36
Atria Wealth Solutions
New York
$1.81M +$995K +41,872 +122%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.53M +$62K +2,619 +4%
CBFP
38
Cedar Brook Financial Partners
Ohio
$1.29M +$133K +5,596 +11%
CL
39
Choreo LLC
Illinois
$1.24M +$1.24M +51,973 New
EFS
40
Essex Financial Services
Connecticut
$1.19M +$457K +19,301 +63%
FTUS
41
Flow Traders U.S.
New York
$1.07M +$1.07M +45,268 New
CAN
42
Cetera Advisor Networks
California
$1.01M +$713K +30,106 +236%
SS
43
Sunbelt Securities
Texas
$972K +$222K +9,474 +30%
SPC
44
Sigma Planning Corp
Michigan
$956K -$10K -423 -1%
BFS
45
Bard Financial Services
Connecticut
$927K +$195K +8,250 +27%
BAM
46
Belpointe Asset Management
Nevada
$897K +$141K +5,945 +19%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$883K +$883K +37,284 New
CFGS
48
Concourse Financial Group Securities
Alabama
$780K +$46.3K +1,953 +6%
TA
49
TKG Advisors
Indiana
$666K -$29.7K -1,254 -4%
HAIM
50
Hunter Associates Investment Management
Pennsylvania
$614K -$342K -14,435 -36%