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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$47.5M +$6.72M +166,798 +16%
NA
27
NewEdge Advisors
Louisiana
$43.6M +$4.28M +106,249 +10%
MHB
28
Midwest Heritage Bank
Iowa
$40.5M +$3.12M +77,383 +8%
KAS
29
Kestra Advisory Services
Texas
$39.6M +$4.74M +117,740 +13%
HIP
30
HUB Investment Partners
Texas
$39.5M -$4.47M -110,951 -10%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$38.9M +$10.2M +252,275 +33%
SFA
32
Souders Financial Advisors
Ohio
$38.3M +$1.19M +29,518 +3%
Bank of America
33
Bank of America
North Carolina
$37.6M +$5.91M +146,738 +18%
SOS
34
Silver Oak Securities
Tennessee
$36.1M +$3.26M +81,057 +9%
EH
35
Equitable Holdings
New York
$26.6M +$18.9M +468,150 +240%
BW
36
BIP Wealth
Georgia
$26.5M +$1.23M +30,635 +5%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$24M +$4.57M +113,591 +22%
HAG
38
HighPoint Advisor Group
Illinois
$23M +$651K +16,174 +3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$22.6M -$549K -13,625 -2%
DADC
40
D.A. Davidson & Co
Montana
$21.5M +$3.62M +89,831 +19%
AFA
41
AA Financial Advisors
Ohio
$20.6M +$4.5M +111,851 +26%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$20.3M -$7.13M -177,166 -25%
EWA
43
EverSource Wealth Advisors
Alabama
$19.1M +$1.23M +30,530 +7%
SIAS
44
Summit Investment Advisory Services
Minnesota
$18.5M -$10.2M -252,295 -34%
BPA
45
Beacon Pointe Advisors
California
$18.4M +$927K +23,033 +5%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$18.3M +$19M +471,148 +7,653%
BCI
47
Brinker Capital Investments
Pennsylvania
$17.9M +$921K +22,884 +5%
HI
48
Harbour Investments
Wisconsin
$17.6M -$1.87M -46,329 -9%
FFS
49
Forge Financial Services
Oklahoma
$16.7M -$153K -3,807 -0.9%
AIP
50
Ameritas Investment Partners
Nebraska
$16.3M -$1.39M -34,494 -8%