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Capital Group Core Equity ETF

330 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
Name Holding Trade Value Shares
Change
Change in
Stake
BAG
51
Bridgewealth Advisory Group
California
$9.87M
PS
52
Principal Securities
Iowa
$9.87M
EFS
53
Essex Financial Services
Connecticut
$9.85M
VA
54
VestGen Advisors
Illinois
$9.77M
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$9.76M
AF
56
Affiance Financial
Minnesota
$9.69M
KWM
57
Kingsview Wealth Management
Oregon
$9.36M
CSP
58
Cary Street Partners
Virginia
$9.35M
SI
59
Stephens Inc
Arkansas
$8.57M
SS
60
Sunbelt Securities
Texas
$8.43M
CWMS
61
Cannon Wealth Management Services
North Carolina
$8.23M
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$8.17M
MA
63
Mutual Advisors
Nebraska
$7.45M
GVAG
64
Great Valley Advisor Group
Delaware
$7.2M
Truist Financial
65
Truist Financial
North Carolina
$6.89M
SWP
66
Sagespring Wealth Partners
Tennessee
$6.85M
DAS
67
Dynamic Advisor Solutions
Arizona
$6.8M
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$6.68M
NS
69
NBC Securities
Alabama
$6.49M
SAM
70
Smartleaf Asset Management
Massachusetts
$6.25M
Jane Street
71
Jane Street
New York
$5.91M
William Blair & Company
72
William Blair & Company
Illinois
$5.89M
SMC
73
Smith, Moore & Co
Missouri
$5.67M
FFS
74
Founders Financial Securities
Maryland
$5.39M
CFD
75
Creative Financial Designs
Indiana
$5.36M