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Capital Group Core Equity ETF

183 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
183
Holders Change
+35
Holders Change %
+23.65%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$4.28M 151,350 +5,167 +4%
SMC
52
Smith, Moore & Co
Missouri
$4.27M 150,976 +81,245 +117%
FA
53
Faithward Advisors
Pennsylvania
$4.2M 143,621 +143,621 New
PA
54
Procyon Advisors
Connecticut
$3.99M 140,947 -1,914 -1%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$3.5M 123,712 +77,138 +166%
GSC
56
G&S Capital
Colorado
$3.39M 119,961 -2,120 -2%
EFS
57
Essex Financial Services
Connecticut
$3.26M 115,049 +29,722 +35%
CFD
58
Creative Financial Designs
Indiana
$3.24M 114,326 +111,425 +3,841%
MFG
59
Merit Financial Group
Georgia
$3.08M 108,872 +13,851 +15%
BPFA
60
Barnes Pettey Financial Advisors
Mississippi
$2.98M 105,130 +4,360 +4%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$2.96M 104,659 +79,896 +323%
Truist Financial
62
Truist Financial
North Carolina
$2.79M 98,418 +3,451 +4%
William Blair & Company
63
William Blair & Company
Illinois
$2.65M 93,659 +93,659 New
AFA
64
AA Financial Advisors
Ohio
$2.4M 84,905 +84,905 New
PS
65
Principal Securities
Iowa
$2.4M 84,752 +84,752 New
CA
66
Continuum Advisory
Idaho
$2.31M 81,501 +22,874 +39%
SS
67
Simplicity Solutions
Minnesota
$2.14M 75,600 +2,450 +3%
BFG
68
Bleakley Financial Group
New Jersey
$2.14M 75,600 +2,450 +3%
CL
69
Choreo LLC
Illinois
$2.1M 74,219 +3,617 +5%
OW
70
Olistico Wealth
Oklahoma
$1.93M 68,200
WI
71
Wintrust Investments
Illinois
$1.78M 63,039 +34,103 +118%
PFG
72
Prosperity Financial Group
California
$1.78M 62,849 -3,159 -5%
FFS
73
Founders Financial Securities
Maryland
$1.71M 60,300 +24,125 +67%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.67M 59,160 +6,827 +13%
BAG
75
Bridgewealth Advisory Group
California
$1.63M 57,474 +45,504 +380%