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Capital Group Core Equity ETF

204 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+21
Holders Change %
+11.48%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
51
Smith, Moore & Co
Missouri
$5.85M +$1.14M +36,610 +24%
BB
52
Burford Brothers
Texas
$5.76M +$1,000K +32,089 +21%
Morgan Stanley
53
Morgan Stanley
New York
$5.04M +$4.6M +147,757 +1,063%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$4.99M -$150K -4,826 -3%
BAG
55
Bridgewealth Advisory Group
California
$4.87M +$3.08M +98,769 +172%
DJSG
56
D.J. St. Germain
Massachusetts
$4.85M +$132K +4,249 +3%
FA
57
Faithward Advisors
Pennsylvania
$4.44M -$30.4K -977 -0.7%
PS
58
Principal Securities
Iowa
$4.36M +$1.72M +55,210 +65%
AFG
59
AFS Financial Group
Maryland
$3.89M +$2.46M +78,907 +172%
EFS
60
Essex Financial Services
Connecticut
$3.84M +$250K +8,028 +7%
CA
61
Continuum Advisory
Idaho
$3.69M +$1.15M +36,818 +45%
CFD
62
Creative Financial Designs
Indiana
$3.69M +$124K +3,969 +3%
William Blair & Company
63
William Blair & Company
Illinois
$3.63M +$708K +22,727 +24%
SPC
64
Sigma Planning Corp
Michigan
$3.37M +$1.98M +63,624 +143%
MFG
65
Merit Financial Group
Georgia
$3.3M -$17.5K -574 -0.5%
BPFA
66
Barnes Pettey Financial Advisors
Mississippi
$3.28M
AFA
67
AA Financial Advisors
Ohio
$3.23M +$587K +18,840 +22%
NS
68
NBC Securities
Alabama
$2.97M +$1.23M +39,534 +71%
Truist Financial
69
Truist Financial
North Carolina
$2.85M -$215K -6,898 -7%
GSC
70
G&S Capital
Colorado
$2.74M -$998K -32,019 -27%
FFS
71
Founders Financial Securities
Maryland
$2.54M +$656K +21,056 +35%
Renaissance Technologies
72
Renaissance Technologies
New York
$2.52M -$3.27M -104,900 -57%
BFG
73
Bleakley Financial Group
New Jersey
$2.37M +$19.1K +612 +0.8%
SW
74
Simplicity Wealth
New Jersey
$2.37M +$2.37M +76,212 New
HighTower Advisors
75
HighTower Advisors
Illinois
$2.34M +$1.61M +51,824 +221%