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Capital Group Core Equity ETF

148 hedge funds and large institutions have $799M invested in Capital Group Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
33
Increased
90
Reduced
13
Closed
3
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
76
Prospera Financial Services
Texas
$838K +$200K +7,948 +31%
OIA
77
OneDigital Investment Advisors
Kansas
$783K +$192K +7,641 +32%
WI
78
Wintrust Investments
Illinois
$727K +$64.7K +2,575 +10%
1WA
79
180 Wealth Advisors
Washington
$703K +$18.9K +754 +3%
LF
80
Lantz Financial
Illinois
$678K +$98.8K +3,934 +17%
FHC
81
First Heartland Consultants
Missouri
$648K
TA
82
TKG Advisors
Indiana
$631K +$21.7K +866 +4%
BAM
83
Belpointe Asset Management
Nevada
$626K +$25.1K +1,000 +4%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$622K +$622K +24,763 New
EWA
85
EverSource Wealth Advisors
Alabama
$550K +$164K +6,514 +42%
CFA
86
CWS Financial Advisors
Michigan
$534K +$214K +8,514 +67%
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$533K +$194K +7,740 +57%
OC
88
Oppenheimer & Co
New York
$513K +$30.1K +1,200 +6%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$507K +$507K +20,207 New
MWM
90
Meridian Wealth Management
Kentucky
$504K +$71.5K +2,847 +17%
WIC
91
Woodmont Investment Counsel
Tennessee
$484K +$484K +19,294 New
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$484K +$1.96K +78 +0.4%
Creative Planning
93
Creative Planning
Kansas
$474K +$209K +8,313 +79%
SN
94
Sittner & Nelson
Oregon
$459K
HAIM
95
Hunter Associates Investment Management
Pennsylvania
$450K
AG
96
Ascent Group
Virginia
$442K +$442K +17,212 New
NFG
97
Nations Financial Group
Iowa
$438K +$50.3K +2,002 +13%
BFA
98
Bill Few Associates
Pennsylvania
$416K -$5.65K -225 -1%
VA
99
Valmark Advisers
Ohio
$415K +$5.47K +218 +1%
Capital International Investors
100
Capital International Investors
California
$411K +$34.7K +1,382 +9%