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Capital Group Core Equity ETF

204 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+21
Holders Change %
+11.48%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$12.4M +$2M +64,104 +19%
OMC
27
Old Mission Capital
Illinois
$12.2M +$12.2M +391,879 New
VFPI
28
Vantage Financial Partners (Illinois)
Illinois
$11.8M +$980K +31,442 +9%
DADC
29
D.A. Davidson & Co
Montana
$11.7M +$2.58M +82,734 +28%
PAG
30
Private Advisor Group
New Jersey
$11.4M +$2.34M +75,027 +26%
SB
31
Strategic Blueprint
Georgia
$11M +$928K +29,786 +9%
OPS
32
Orion Portfolio Solutions
Nebraska
$10.3M +$1.61M +51,826 +19%
BCI
33
Brinker Capital Investments
Pennsylvania
$10.3M +$1.61M +51,826 +19%
HI
34
Harbour Investments
Wisconsin
$10.1M +$534K +17,124 +6%
LNC
35
Lincoln National Corp
Pennsylvania
$10.1M +$2.03M +65,100 +25%
CAN
36
Cetera Advisor Networks
California
$9.85M +$539K +17,286 +6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$9.74M +$1.87M +60,066 +24%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$9.7M +$1.12M +35,827 +13%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$8.89M +$1.36M +43,609 +18%
ASN
40
Advisory Services Network
Georgia
$8.35M +$758K +24,331 +10%
AWS
41
Atria Wealth Solutions
New York
$7.94M +$1.21M +38,900 +18%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$7.66M +$4.4M +141,215 +135%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$7.62M +$38.4K +1,232 +0.5%
P
44
&Partners
Tennessee
$7.59M +$1.02M +32,734 +15%
SS
45
Sunbelt Securities
Texas
$7.56M +$2.34M +75,188 +45%
FWS
46
FinDec Wealth Services
California
$7.37M -$64.6K -2,074 -0.9%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7.3M -$46.6K -1,497 -0.6%
ACA
48
Aptus Capital Advisors
Alabama
$7.26M +$623K +19,991 +9%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$6.9M -$202K -6,479 -3%
VA
50
Valmark Advisers
Ohio
$6.11M +$1.34M +43,045 +28%