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Capital Group Core Equity ETF

107 hedge funds and large institutions have $399M invested in Capital Group Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
61
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$611K
FFS
52
Founders Financial Securities
Maryland
$574K +$222K +9,378 +63%
AAS
53
Ameritas Advisory Services
Nebraska
$558K -$468K -19,710 -46%
HI
54
Harbour Investments
Wisconsin
$544K +$115K +4,852 +27%
1WA
55
180 Wealth Advisors
Washington
$536K +$61.5K +2,594 +13%
SPIA
56
Steward Partners Investment Advisory
New York
$525K +$114K +4,805 +28%
LF
57
Lantz Financial
Illinois
$457K +$226K +9,550 +98%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$453K +$14.2K +600 +3%
NFG
59
Nations Financial Group
Iowa
$436K +$184K +7,760 +73%
SMC
60
Smith, Moore & Co
Missouri
$434K +$434K +18,325 New
SN
61
Sittner & Nelson
Oregon
$433K
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$414K +$27.5K +1,160 +7%
BFA
63
Bill Few Associates
Pennsylvania
$400K +$31.3K +1,320 +8%
BFG
64
Bleakley Financial Group
New Jersey
$393K
SS
65
Simplicity Solutions
Minnesota
$393K +$393K +16,605 New
Capital International Investors
66
Capital International Investors
California
$355K -$118K -5,000 -25%
EWA
67
EverSource Wealth Advisors
Alabama
$354K +$13K +550 +4%
SWM
68
Silverlake Wealth Management
Vermont
$353K +$19.1K +805 +6%
CCA
69
Cravens & Co Advisors
Tennessee
$353K -$20.5K -867 -5%
BTWM
70
Baker Tilly Wealth Management
Wisconsin
$341K +$88.1K +3,720 +35%
MWM
71
Meridian Wealth Management
Kentucky
$332K +$8.43K +356 +3%
CA
72
CapWealth Advisors
Tennessee
$323K -$1.64K -69 -0.5%
OC
73
Oppenheimer & Co
New York
$299K +$26.7K +1,125 +10%
HAS
74
HBW Advisory Services
California
$271K +$271K +11,424 New
RJT
75
Raymond James Trust
Florida
$270K