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Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Challenger Wealth Management
California
$10.1M
BAG
52
Bridgewealth Advisory Group
California
$9.87M
PS
53
Principal Securities
Iowa
$9.87M
EFS
54
Essex Financial Services
Connecticut
$9.85M
VA
55
VestGen Advisors
Illinois
$9.77M
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$9.76M
AF
57
Affiance Financial
Minnesota
$9.69M
KWM
58
Kingsview Wealth Management
Oregon
$9.36M
CSP
59
Cary Street Partners
Virginia
$9.35M
SI
60
Stephens Inc
Arkansas
$8.57M
SS
61
Sunbelt Securities
Texas
$8.43M
CWMS
62
Cannon Wealth Management Services
North Carolina
$8.23M
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$8.17M
MA
64
Mutual Advisors
Nebraska
$7.45M
GVAG
65
Great Valley Advisor Group
Delaware
$7.2M
Truist Financial
66
Truist Financial
North Carolina
$6.89M
SWP
67
Sagespring Wealth Partners
Tennessee
$6.85M
DAS
68
Dynamic Advisor Solutions
Arizona
$6.8M
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$6.68M
NS
70
NBC Securities
Alabama
$6.49M
SAM
71
Smartleaf Asset Management
Massachusetts
$6.25M
Jane Street
72
Jane Street
New York
$5.91M
William Blair & Company
73
William Blair & Company
Illinois
$5.89M
SMC
74
Smith, Moore & Co
Missouri
$5.67M
FFS
75
Founders Financial Securities
Maryland
$5.39M