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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.81%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$41.4M +$5.46M +136,788 +15%
MHB
27
Midwest Heritage Bank
Iowa
$39.3M -$31.9K -798 -0.1%
SFA
28
Souders Financial Advisors
Ohio
$38.9M +$1.52M +38,084 +4%
KAS
29
Kestra Advisory Services
Texas
$36.7M -$6.6M -165,377 -15%
SOS
30
Silver Oak Securities
Tennessee
$34.8M +$34.3M +858,085 New
Bank of America
31
Bank of America
North Carolina
$33.4M +$7.97M +199,517 +32%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$30.6M +$5.66M +141,621 +23%
SIAS
33
Summit Investment Advisory Services
Minnesota
$29.6M +$1.23M +30,892 +4%
BEI
34
Benjamin Edwards Inc
Missouri
$29.4M +$5.29M +132,420 +22%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$28.7M +$571K +14,294 +2%
VA
36
Valmark Advisers
Ohio
$26.8M +$7.46M +186,768 +39%
BW
37
BIP Wealth
Georgia
$26.5M +$26.1M +654,460 +12,313%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$108K +2,705 +0.5%
HAG
39
HighPoint Advisor Group
Illinois
$23.4M +$23.3M +582,525 New
VAS
40
Vestmark Advisory Solutions
Massachusetts
$20.5M +$1.97M +49,244 +11%
HI
41
Harbour Investments
Wisconsin
$20.3M +$1.87M +46,912 +10%
DADC
42
D.A. Davidson & Co
Montana
$18.9M +$837K +20,951 +5%
EWA
43
EverSource Wealth Advisors
Alabama
$18.7M +$1.4M +35,027 +8%
AIP
44
Ameritas Investment Partners
Nebraska
$18.5M +$1.02M +25,658 +6%
BPA
45
Beacon Pointe Advisors
California
$18.4M +$154K +3,849 +0.9%
BCI
46
Brinker Capital Investments
Pennsylvania
$17.8M +$1.25M +31,362 +8%
FFS
47
Forge Financial Services
Oklahoma
$17.7M +$522K +13,067 +3%
AFA
48
AA Financial Advisors
Ohio
$17.1M +$920K +23,038 +6%
IA
49
IFP Advisors
Florida
$16.5M +$519K +13,008 +3%
EA
50
Ergawealth Advisors
Illinois
$15.9M +$9.15M +229,170 +138%