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Capital Group Core Equity ETF

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
76
Mutual Advisors
Nebraska
$4.78M +$4.27M +130,608 +836%
TCG
77
Transcendent Capital Group
Oklahoma
$4.62M +$309K +9,265 +7%
CCP
78
Cushing Capital Partners
Wisconsin
$4.47M -$281K -8,394 -6%
FFS
79
Founders Financial Securities
Maryland
$4.35M +$756K +23,070 +21%
WWM
80
Western Wealth Management
Colorado
$4.23M +$1.62M +48,630 +62%
BFG
81
Berger Financial Group
Minnesota
$4.13M +$511K +15,306 +14%
CA
82
Continuum Advisory
Idaho
$4.03M -$121K -3,619 -3%
CMAI
83
Capital Management Associates Inc
Minnesota
$3.95M +$2.26M +67,564 +133%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$3.95M +$678K +20,308 +21%
HighTower Advisors
85
HighTower Advisors
Illinois
$3.91M +$470K +14,062 +14%
CF
86
Centaurus Financial
California
$3.8M +$1.7M +50,952 +81%
IWC
87
Integrated Wealth Concepts
Massachusetts
$3.72M +$1.79M +53,619 +93%
CCFM
88
Clear Creek Financial Management
Washington
$3.72M +$438K +13,121 +13%
AGP
89
Aspire Growth Partners
Florida
$3.67M +$2.1M +63,056 +134%
TFS
90
Thoroughbred Financial Services
Tennessee
$3.66M +$3.29M +98,532 +898%
PA
91
PFG Advisors
Arizona
$3.63M +$605K +18,114 +20%
PFS
92
Prospera Financial Services
Texas
$3.59M +$216K +6,481 +6%
MFG
93
Merit Financial Group
Georgia
$3.49M +$905K +27,091 +35%
GSC
94
G&S Capital
Colorado
$3.29M +$321K +9,625 +11%
PAS
95
Park Avenue Securities
New York
$3.29M +$377K +11,292 +13%
BPFA
96
Barnes Pettey Financial Advisors
Mississippi
$3.21M -$148K -4,427 -4%
AAS
97
Avantax Advisory Services
Texas
$3.13M +$68K +2,037 +2%
SA
98
Sovran Advisors
California
$3.09M +$522K +16,652 +20%
AIFS
99
A&I Financial Services
Colorado
$3.08M +$919K +27,513 +43%
WIC
100
Woodmont Investment Counsel
Tennessee
$3.06M +$513K +15,353 +20%