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Capital Group Core Equity ETF

391 hedge funds and large institutions have $5.88B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
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
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
JDLA
61
J. Derek Lewis & Associates
California
$10.9M
CWM
62
Challenger Wealth Management
California
$10.7M
Truist Financial
63
Truist Financial
North Carolina
$10.7M
DJSG
64
D.J. St. Germain
Massachusetts
$10.3M
CSP
65
Cary Street Partners
Virginia
$10.1M
EFS
66
Essex Financial Services
Connecticut
$10.1M
GCWM
67
Guided Capital Wealth Management
Texas
$9.82M
Natixis Advisors
68
Natixis Advisors
Massachusetts
$9.31M
AWM
69
Apollon Wealth Management
South Carolina
$9.11M
MA
70
Mutual Advisors
Nebraska
$8.95M
SS
71
Sunbelt Securities
Texas
$8.9M
GVAG
72
Great Valley Advisor Group
Delaware
$8.81M
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$8.69M
SAM
74
Smartleaf Asset Management
Massachusetts
$8.53M
SWP
75
Sagespring Wealth Partners
Tennessee
$8.53M