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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.8%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Sagespring Wealth Partners
Tennessee
$8.53M +$788K +19,723 +10%
CIA
77
Concurrent Investment Advisors
Florida
$7.92M +$3.12M +78,161 +66%
EH
78
Equitable Holdings
New York
$7.85M +$1.07M +26,702 +16%
HighTower Advisors
79
HighTower Advisors
Illinois
$7.79M +$878K +21,997 +13%
GKWIM
80
Gerber Kawasaki Wealth & Investment Management
California
$7.72M +$167K +4,192 +2%
CWMS
81
Cannon Wealth Management Services
North Carolina
$7.61M -$1.61M -40,331 -18%
FFS
82
Founders Financial Securities
Maryland
$7.21M +$1.17M +29,281 +20%
William Blair & Company
83
William Blair & Company
Illinois
$6.7M +$200K +5,003 +3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$6.49M +$519K +12,999 +9%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$6.37M -$4.52M -113,170 -42%
CFD
86
Creative Financial Designs
Indiana
$6.2M +$30.1K +755 +0.5%
SA
87
Sovran Advisors
California
$6.17M -$453K -11,352 -7%
TFS
88
Thoroughbred Financial Services
Tennessee
$5.94M +$278K +6,968 +5%
GWM
89
Geneos Wealth Management
Colorado
$5.9M +$474K +11,865 +9%
CF
90
Centaurus Financial
California
$5.85M +$84.3K +2,111 +1%
CFB
91
Cullen/Frost Bankers
Texas
$5.72M +$1.23M +30,709 +28%
BWM
92
BNB Wealth Management
Maryland
$5.7M +$5.65M +141,567 New
AGP
93
Aspire Growth Partners
Florida
$5.68M +$131K +3,291 +2%
Jane Street
94
Jane Street
New York
$5.54M -$48.8M -1,221,276 -90%
PA
95
PFG Advisors
Arizona
$5.44M +$413K +10,341 +8%
TCG
96
Transcendent Capital Group
Oklahoma
$5.3M -$125K -3,122 -2%
CCFM
97
Clear Creek Financial Management
Washington
$5.18M +$328K +8,222 +7%
AIFS
98
A&I Financial Services
Colorado
$5.17M +$189K +4,741 +4%
EPW
99
Endeavor Private Wealth
Kansas
$5.11M +$351K +8,797 +7%
WWM
100
Western Wealth Management
Colorado
$5.06M +$521K +13,042 +12%