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Capital Group Core Equity ETF

256 hedge funds and large institutions have $2.35B invested in Capital Group Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 163 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
163
Reduced
40
Closed
14
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
26
Souders Financial Advisors
Ohio
$25.6M -$231K -6,753 -0.9%
UBS Group
27
UBS Group
Switzerland
$24.9M +$2.02M +58,896 +9%
HIP
28
HUB Investment Partners
Texas
$23M -$3.18M -92,864 -12%
SIAS
29
Summit Investment Advisory Services
Minnesota
$20.7M +$20.7M +603,469 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$19.3M -$455K -13,277 -2%
SB
31
Strategic Blueprint
Georgia
$14.4M +$2.04M +59,433 +16%
DADC
32
D.A. Davidson & Co
Montana
$14.1M +$682K +19,894 +5%
ASN
33
Advisory Services Network
Georgia
$13.4M
HI
34
Harbour Investments
Wisconsin
$13.3M +$2.32M +67,765 +21%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$12.2M +$532K +15,520 +5%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$12.1M +$782K +22,805 +7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$12.1M +$12.1M +352,648 New
OPS
38
Orion Portfolio Solutions
Nebraska
$11.3M -$673K -19,621 -6%
BCI
39
Brinker Capital Investments
Pennsylvania
$11.3M -$673K -19,621 -6%
AWS
40
Atria Wealth Solutions
New York
$11.2M +$1.39M +40,569 +14%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11.1M -$17.7M -515,882 -62%
BB
42
Burford Brothers
Texas
$10.7M +$2.1M +61,380 +24%
BEI
43
Benjamin Edwards Inc
Missouri
$9.36M +$9.36M +272,971 New
AFA
44
AA Financial Advisors
Ohio
$9.17M +$2.59M +75,449 +39%
Jane Street
45
Jane Street
New York
$8.62M +$5.35M +155,930 +163%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$8.52M +$777K +22,672 +10%
DJSG
47
D.J. St. Germain
Massachusetts
$8.51M +$1.74M +50,618 +26%
SS
48
Sunbelt Securities
Texas
$8.48M -$1.77M -51,652 -17%
P
49
&Partners
Tennessee
$8.46M -$186K -5,417 -2%
VA
50
Valmark Advisers
Ohio
$7.96M +$524K +15,300 +7%