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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Ergawealth Advisors
Illinois
$16.2M +$1.13M +28,186 +7%
IA
52
IFP Advisors
Florida
$16.2M +$485K +12,037 +3%
IAA
53
Independent Advisor Alliance
North Carolina
$16M +$16.8M +416,283 New
JP Morgan Chase
54
JP Morgan Chase
New York
$15.4M +$4.02M +99,779 +32%
SI
55
Stephens Inc
Arkansas
$15.2M +$4.87M +121,004 +44%
BB
56
Burford Brothers
Texas
$14M +$445K +11,056 +3%
BAG
57
Bridgewealth Advisory Group
California
$13.7M +$1.06M +26,240 +8%
EW
58
Entruity Wealth
California
$13.3M +$621K +15,428 +5%
PS
59
Principal Securities
Iowa
$12.9M +$1.76M +43,701 +15%
JDLA
60
J. Derek Lewis & Associates
California
$12.8M +$2.45M +60,823 +22%
SB
61
Strategic Blueprint
Georgia
$12.8M +$681K +16,918 +5%
MA
62
Mutual Advisors
Nebraska
$12.2M +$3.8M +94,419 +42%
Truist Financial
63
Truist Financial
North Carolina
$12M +$1.91M +47,356 +18%
VWM
64
Vigil Wealth Management
Florida
$11.7M +$628K +15,596 +5%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$11.5M +$2.72M +67,634 +29%
AWM
66
Apollon Wealth Management
South Carolina
$11.4M +$2.78M +69,005 +30%
MBC
67
Michael Brady & Co
Ohio
$11.3M +$120K +2,985 +1%
KWA
68
Kingswood Wealth Advisors
California
$11M +$164K +4,068 +1%
SWP
69
Sagespring Wealth Partners
Tennessee
$10.8M +$2.74M +68,105 +32%
CWM
70
Challenger Wealth Management
California
$10.2M -$75.7K -1,880 -0.7%
EFS
71
Essex Financial Services
Connecticut
$9.81M +$174K +4,332 +2%
DJSG
72
D.J. St. Germain
Massachusetts
$9.52M -$304K -7,552 -3%
GCWM
73
Guided Capital Wealth Management
Texas
$9.35M -$26K -646 -0.3%
FFS
74
Founders Financial Securities
Maryland
$8.75M +$1.48M +36,702 +20%
CSP
75
Cary Street Partners
Virginia
$8.64M -$1.09M -27,035 -11%