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Capital Group Core Equity ETF

383 hedge funds and large institutions have $5.86B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
BB
51
Burford Brothers
Texas
$14.3M
EW
52
Entruity Wealth
California
$13.3M
BAG
53
Bridgewealth Advisory Group
California
$13.3M
SB
54
Strategic Blueprint
Georgia
$12.7M
JP Morgan Chase
55
JP Morgan Chase
New York
$12.5M
PS
56
Principal Securities
Iowa
$11.7M
MBC
57
Michael Brady & Co
Ohio
$11.7M
VWM
58
Vigil Wealth Management
Florida
$11.7M
KWA
59
Kingswood Wealth Advisors
California
$11.4M
SI
60
Stephens Inc
Arkansas
$11M
CWM
61
Challenger Wealth Management
California
$10.7M
Truist Financial
62
Truist Financial
North Carolina
$10.7M
DJSG
63
D.J. St. Germain
Massachusetts
$10.3M
CSP
64
Cary Street Partners
Virginia
$10.1M
EFS
65
Essex Financial Services
Connecticut
$10.1M
GCWM
66
Guided Capital Wealth Management
Texas
$9.82M
Natixis Advisors
67
Natixis Advisors
Massachusetts
$9.31M
AWM
68
Apollon Wealth Management
South Carolina
$9.11M
MA
69
Mutual Advisors
Nebraska
$8.95M
SS
70
Sunbelt Securities
Texas
$8.9M
GVAG
71
Great Valley Advisor Group
Delaware
$8.81M
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$8.69M
SAM
73
Smartleaf Asset Management
Massachusetts
$8.53M
SWP
74
Sagespring Wealth Partners
Tennessee
$8.53M
CIA
75
Concurrent Investment Advisors
Florida
$7.92M