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Capital Group Core Equity ETF

94 hedge funds and large institutions have $309M invested in Capital Group Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
35
Increased
51
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SN
51
Sittner & Nelson
Oregon
$410K +$254K +11,311 +163%
HI
52
Harbour Investments
Wisconsin
$407K +$244K +10,873 +150%
SPIA
53
Steward Partners Investment Advisory
New York
$390K +$390K +17,356 New
BFG
54
Bleakley Financial Group
New Jersey
$373K +$373K +16,605 New
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$366K +$366K +16,309 New
CCA
56
Cravens & Co Advisors
Tennessee
$354K +$354K +15,773 New
BFA
57
Bill Few Associates
Pennsylvania
$349K +$349K +15,557 New
FFS
58
Founders Financial Securities
Maryland
$334K +$5.37K +239 +2%
EWA
59
EverSource Wealth Advisors
Alabama
$323K +$235K +10,445 +264%
SWM
60
Silverlake Wealth Management
Vermont
$317K +$19.2K +854 +6%
CA
61
CapWealth Advisors
Tennessee
$308K -$12.8K -572 -4%
MWM
62
Meridian Wealth Management
Kentucky
$307K +$45.9K +2,043 +18%
CC
63
Cypress Capital
Tennessee
$302K +$14.4K +640 +5%
CAN
64
Cetera Advisor Networks
California
$286K +$286K +12,733 New
PAG
65
Private Advisor Group
New Jersey
$260K +$147K +85,005 +130%
OC
66
Oppenheimer & Co
New York
$258K +$258K +11,500 New
RJT
67
Raymond James Trust
Florida
$256K
SIAS
68
Summit Investment Advisory Services
Minnesota
$243K +$243K +10,813 New
BTWM
69
Baker Tilly Wealth Management
Wisconsin
$240K +$240K +10,670 New
NFG
70
Nations Financial Group
Iowa
$239K -$10.7K -475 -4%
VA
71
Valmark Advisers
Ohio
$234K +$234K +10,410 New
WI
72
Wintrust Investments
Illinois
$225K +$225K +10,004 New
LF
73
Lantz Financial
Illinois
$219K +$219K +9,748 New
NWMG
74
National Wealth Management Group
Ohio
$212K +$212K +9,435 New
CF
75
Centaurus Financial
California
$206K +$60.6K +2,695 +42%