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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
51
Investment Planning Advisors
Georgia
$14.3M
BB
52
Burford Brothers
Texas
$14.3M
EW
53
Entruity Wealth
California
$13.3M
BAG
54
Bridgewealth Advisory Group
California
$13.3M
SB
55
Strategic Blueprint
Georgia
$12.7M
JP Morgan Chase
56
JP Morgan Chase
New York
$12.5M
PS
57
Principal Securities
Iowa
$11.7M
MBC
58
Michael Brady & Co
Ohio
$11.7M
VWM
59
Vigil Wealth Management
Florida
$11.7M
KWA
60
Kingswood Wealth Advisors
California
$11.4M
SI
61
Stephens Inc
Arkansas
$11M
JDLA
62
J. Derek Lewis & Associates
California
$10.9M
CWM
63
Challenger Wealth Management
California
$10.7M
Truist Financial
64
Truist Financial
North Carolina
$10.7M
DJSG
65
D.J. St. Germain
Massachusetts
$10.3M
CSP
66
Cary Street Partners
Virginia
$10.1M
EFS
67
Essex Financial Services
Connecticut
$10.1M
GCWM
68
Guided Capital Wealth Management
Texas
$9.82M
Natixis Advisors
69
Natixis Advisors
Massachusetts
$9.31M
AWM
70
Apollon Wealth Management
South Carolina
$9.11M
MA
71
Mutual Advisors
Nebraska
$8.95M
SS
72
Sunbelt Securities
Texas
$8.9M
GVAG
73
Great Valley Advisor Group
Delaware
$8.81M
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$8.69M
SAM
75
Smartleaf Asset Management
Massachusetts
$8.53M