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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$20.7M +$6.37M +197,479 +44%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$19M +$11M +342,375 +139%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.6M -$397K -12,325 -2%
PAG
29
Private Advisor Group
New Jersey
$15.7M +$3.88M +120,183 +33%
VFPI
30
Vantage Financial Partners (Illinois)
Illinois
$14.7M +$2.5M +77,427 +20%
ASN
31
Advisory Services Network
Georgia
$13.4M +$4.76M +147,676 +55%
DADC
32
D.A. Davidson & Co
Montana
$12.6M +$561K +17,397 +5%
SB
33
Strategic Blueprint
Georgia
$11.6M +$296K +9,170 +3%
OPS
34
Orion Portfolio Solutions
Nebraska
$11.3M +$627K +19,442 +6%
BCI
35
Brinker Capital Investments
Pennsylvania
$11.3M +$627K +19,442 +6%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$11M +$912K +28,269 +9%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$10.7M +$1.46M +45,176 +16%
HI
38
Harbour Investments
Wisconsin
$10.3M -$126K -3,916 -1%
SS
39
Sunbelt Securities
Texas
$9.64M +$1.82M +56,477 +23%
AWS
40
Atria Wealth Solutions
New York
$9.27M +$1.05M +32,596 +13%
BB
41
Burford Brothers
Texas
$8.13M +$2.17M +67,386 +36%
P
42
&Partners
Tennessee
$8.13M +$239K +7,420 +3%
IPA
43
Investment Planning Advisors
Georgia
$7.95M +$7.95M +246,626 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$7.73M +$174K +5,385 +2%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$7.53M +$396K +12,284 +6%
FWS
46
FinDec Wealth Services
California
$7.33M -$302K -9,369 -4%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$7.28M -$603K -18,712 -8%
EFS
48
Essex Financial Services
Connecticut
$7.06M +$3.13M +97,971 +80%
VA
49
Valmark Advisers
Ohio
$7M +$671K +20,793 +11%
OMC
50
Old Mission Capital
Illinois
$6.83M -$5.8M -179,945 -46%