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Capital Group Core Equity ETF

204 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+21
Holders Change %
+11.48%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
76
Choreo LLC
Illinois
$2.31M -$1.65K -53 -0.1%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$2.17M +$329K +10,549 +18%
OW
78
Olistico Wealth
Oklahoma
$2.13M
WI
79
Wintrust Investments
Illinois
$2.07M +$105K +3,366 +5%
PFS
80
Prospera Financial Services
Texas
$1.82M +$690K +22,131 +61%
CBFP
81
Cedar Brook Financial Partners
Ohio
$1.77M +$35.8K +1,149 +2%
PAS
82
Park Avenue Securities
New York
$1.68M +$178K +5,720 +12%
PA
83
Procyon Advisors
Connecticut
$1.64M -$2.75M -88,235 -63%
AAS
84
Ameritas Advisory Services
Nebraska
$1.64M +$1.22M +39,895 +287%
AAS
85
Avantax Advisory Services
Texas
$1.55M +$662K +21,255 +75%
CCFM
86
Clear Creek Financial Management
Washington
$1.54M +$1.54M +49,459 New
SFS
87
Sowell Financial Services
Arkansas
$1.43M +$1.43M +45,755 New
CFGS
88
Concourse Financial Group Securities
Alabama
$1.38M +$61.9K +1,982 +5%
LWM
89
Lodestone Wealth Management
Washington
$1.31M +$100K +3,208 +8%
KAS
90
KPP Advisory Services
Kentucky
$1.14M +$1.14M +36,654 New
GVAG
91
Great Valley Advisor Group
Delaware
$1.13M +$117K +3,742 +12%
OIA
92
OneDigital Investment Advisors
Kansas
$1.13M +$33.2K +1,066 +3%
WIP
93
WealthCare Investment Partners
Rhode Island
$1.11M
LF
94
Lantz Financial
Illinois
$969K +$48K +1,542 +5%
1WA
95
180 Wealth Advisors
Washington
$956K +$68.5K +2,198 +8%
GS
96
GTS Securities
New York
$919K +$919K +29,497 New
AFM
97
Armstrong Fleming & Moore
District of Columbia
$912K +$143K +4,597 +19%
BTWM
98
Baker Tilly Wealth Management
Wisconsin
$896K +$127K +4,080 +17%
WIC
99
Woodmont Investment Counsel
Tennessee
$892K +$419K +13,462 +89%
SN
100
Sittner & Nelson
Oregon
$890K +$232K +7,454 +35%