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Capital Group Core Equity ETF

107 hedge funds and large institutions have $399M invested in Capital Group Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
61
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
76
Global Retirement Partners
California
$269K +$239K +10,004 +783%
CC
77
Cypress Capital
Tennessee
$261K -$57.8K -2,438 -18%
DA
78
Detalus Advisors
Missouri
$258K -$596K -25,168 -70%
VA
79
Valmark Advisers
Ohio
$252K +$5.4K +228 +2%
WI
80
Wintrust Investments
Illinois
$239K +$2.11K +89 +0.9%
LA
81
Latitude Advisors
Florida
$238K +$238K +10,030 New
WP
82
WealthSource Partners
California
$237K +$237K +10,021 New
NWMG
83
National Wealth Management Group
Ohio
$229K +$2.02K +84 +0.9%
Creative Planning
84
Creative Planning
Kansas
$229K +$229K +9,655 New
TI
85
tru Independence
Oregon
$222K +$222K +9,378 New
CF
86
Centaurus Financial
California
$217K
BFA
87
Beacon Financial Advisory
Ohio
$213K +$213K +8,996 New
Cerity Partners
88
Cerity Partners
New York
$212K
WWM
89
Western Wealth Management
Colorado
$206K +$206K +8,715 New
H
90
HoyleCohen
California
$204K +$204K +8,599 New
HGERS
91
Householder Group Estate & Retirement Specialist
Arizona
$194K +$194K +8,169 New
TWM
92
Tradition Wealth Management
Minnesota
$119K +$119K +5,024 New
AF
93
Advisornet Financial
Minnesota
$112K -$4.74K -200 -4%
AF
94
Allworth Financial
California
$109K
PTC
95
Private Trust Company
Ohio
$94.8K
IA
96
IFP Advisors
Florida
$90.4K -$13K -526 -13%
CFD
97
Creative Financial Designs
Indiana
$68.3K
Morgan Stanley
98
Morgan Stanley
New York
$66.1K +$35.3K +1,492 +115%
IGWM
99
ICA Group Wealth Management
Colorado
$63.4K +$7.7K +325 +14%
FP
100
Financial Perspectives
Minnesota
$36.3K