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Capital Group Core Equity ETF

302 hedge funds and large institutions have $4.27B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+46
Holders Change %
+17.97%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
60
Increased
175
Reduced
43
Closed
9
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAG
51
Bridgewealth Advisory Group
California
$9.31M +$1.03M +28,257 +12%
CSP
52
Cary Street Partners
Virginia
$9.02M +$9.02M +257,903 New
SS
53
Sunbelt Securities
Texas
$8.45M -$225K -6,421 -3%
IAA
54
Independent Advisor Alliance
North Carolina
$8.38M +$8.38M +239,737 New
EFS
55
Essex Financial Services
Connecticut
$8.29M +$511K +14,620 +7%
EWA
56
EverSource Wealth Advisors
Alabama
$8.27M +$7.4M +211,571 +848%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$8.17M +$126K +3,590 +2%
PS
58
Principal Securities
Iowa
$7.67M +$1.03M +29,553 +16%
SWP
59
Sagespring Wealth Partners
Tennessee
$7.6M +$7.6M +217,275 New
CWMS
60
Cannon Wealth Management Services
North Carolina
$7.17M +$2.42M +66,852 +51%
DAS
61
Dynamic Advisor Solutions
Arizona
$6.79M -$92.7K -2,650 -1%
SMC
62
Smith, Moore & Co
Missouri
$6.77M -$39.1K -1,117 -0.6%
FWS
63
FinDec Wealth Services
California
$6.42M -$1.58M -45,269 -20%
CFD
64
Creative Financial Designs
Indiana
$6.37M -$839 -24 -0%
CWM
65
Challenger Wealth Management
California
$6.26M +$6.26M +178,870 New
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$5.94M +$109K +3,108 +2%
William Blair & Company
67
William Blair & Company
Illinois
$5.19M -$116K -3,307 -2%
Ameriprise
68
Ameriprise
Minnesota
$5.14M +$5.14M +146,928 New
CCP
69
Cushing Capital Partners
Wisconsin
$4.96M +$4.96M +141,830 New
Truist Financial
70
Truist Financial
North Carolina
$4.92M +$770K +22,033 +19%
SAM
71
Smartleaf Asset Management
Massachusetts
$4.55M +$504K +14,367 +12%
TCG
72
Transcendent Capital Group
Oklahoma
$4.52M +$263K +7,522 +6%
Bank of America
73
Bank of America
North Carolina
$4.52M -$36.4M -1,042,216 -89%
CA
74
Continuum Advisory
Idaho
$4.34M +$64.1K +1,833 +1%
CFGS
75
Concourse Financial Group Securities
Alabama
$3.92M +$73.1K +2,029 +2%