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Capital Group Core Equity ETF

148 hedge funds and large institutions have $799M invested in Capital Group Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
33
Increased
90
Reduced
13
Closed
3
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$6.19M +$6.19M +246,391 New
CAN
27
Cetera Advisor Networks
California
$6.18M +$4.36M +173,664 +240%
HI
28
Harbour Investments
Wisconsin
$6.17M +$5.51M +219,607 +846%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$6.08M +$3.46M +137,874 +132%
KAS
30
Kestra Advisory Services
Texas
$5.99M +$382K +15,221 +7%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$5.95M +$5.95M +236,818 New
LNC
32
Lincoln National Corp
Pennsylvania
$5.88M +$1.02M +40,664 +21%
PAG
33
Private Advisor Group
New Jersey
$5.77M +$736K +29,326 +15%
DADC
34
D.A. Davidson & Co
Montana
$5.64M +$2.4M +95,659 +74%
P
35
&Partners
Tennessee
$5.58M +$150K +5,970 +3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.42M +$3.77M +150,247 +229%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$5.15M +$727K +28,934 +16%
OMC
38
Old Mission Capital
Illinois
$5.15M +$4.41M +175,637 +597%
FWS
39
FinDec Wealth Services
California
$4.7M +$60.9K +2,425 +1%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$4.67M +$4.67M +185,804 New
NA
41
NewEdge Advisors
Louisiana
$4.43M +$382K +15,198 +9%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$3.94M +$2.85M +113,567 +261%
VFPI
43
Vantage Financial Partners (Illinois)
Illinois
$3.94M +$3.94M +156,804 New
AWS
44
Atria Wealth Solutions
New York
$3.73M +$1.65M +65,441 +79%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$3.68M +$86.4K +3,439 +2%
DJSG
46
D.J. St. Germain
Massachusetts
$3.67M +$295K +11,732 +9%
PA
47
Procyon Advisors
Connecticut
$3.59M +$352K +14,003 +11%
SS
48
Sunbelt Securities
Texas
$3.07M +$1.24M +49,508 +68%
GSC
49
G&S Capital
Colorado
$3.07M -$108K -4,320 -3%
ASN
50
Advisory Services Network
Georgia
$2.65M -$110K -4,397 -4%