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Capital Group Core Equity ETF

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.43M
Puts
$50K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$10.3M
EW
52
Entruity Wealth
California
$9.8M
DJSG
53
D.J. St. Germain
Massachusetts
$9.79M
EFS
54
Essex Financial Services
Connecticut
$8.93M
CWM
55
Challenger Wealth Management
California
$8.45M
VA
56
VestGen Advisors
Illinois
$8.44M
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$7.83M
SS
58
Sunbelt Securities
Texas
$7.79M
PS
59
Principal Securities
Iowa
$7.67M
DAS
60
Dynamic Advisor Solutions
Arizona
$7.03M
CWMS
61
Cannon Wealth Management Services
North Carolina
$6.99M
CFD
62
Creative Financial Designs
Indiana
$6.92M
SI
63
Stephens Inc
Arkansas
$6.83M
KWM
64
Kingsview Wealth Management
Oregon
$6.59M
BAG
65
Bridgewealth Advisory Group
California
$6.2M
SMC
66
Smith, Moore & Co
Missouri
$5.96M
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$5.73M
SWP
68
Sagespring Wealth Partners
Tennessee
$5.73M
Truist Financial
69
Truist Financial
North Carolina
$5.73M
NS
70
NBC Securities
Alabama
$5.44M
GVAG
71
Great Valley Advisor Group
Delaware
$5.25M
William Blair & Company
72
William Blair & Company
Illinois
$5.2M
ASN
73
Advisory Services Network
Georgia
$4.93M
SAM
74
Smartleaf Asset Management
Massachusetts
$4.84M
Jane Street
75
Jane Street
New York
$4.79M