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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Smartleaf Asset Management
Massachusetts
$8.6M +$792K +19,667 +9%
SS
77
Sunbelt Securities
Texas
$8.38M -$125K -3,114 -1%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$8.17M -$132K -3,285 -2%
GWP
79
Gateway Wealth Partners
Wisconsin
$8.13M +$6.68M +165,990 +363%
BFG
80
Beto Financial Group
Idaho
$7.71M +$6.19M +153,646 +602%
CWMS
81
Cannon Wealth Management Services
North Carolina
$7.46M +$204K +5,062 +3%
GKWIM
82
Gerber Kawasaki Wealth & Investment Management
California
$7.46M +$90.8K +2,255 +1%
CFB
83
Cullen/Frost Bankers
Texas
$7.37M +$2M +49,630 +35%
GVAG
84
Great Valley Advisor Group
Delaware
$7.32M -$1.14M -28,330 -13%
HighTower Advisors
85
HighTower Advisors
Illinois
$7.32M -$127K -3,149 -2%
SA
86
Sovran Advisors
California
$7.18M +$736K +18,288 +12%
IWC
87
Integrated Wealth Concepts
Massachusetts
$6.86M +$694K +17,234 +11%
CFG
88
Compton Financial Group
Maryland
$6.82M +$6.87M +170,524 +2,457%
William Blair & Company
89
William Blair & Company
Illinois
$6.5M +$115K +2,866 +2%
TFS
90
Thoroughbred Financial Services
Tennessee
$6.46M +$831K +20,644 +14%
GWM
91
Geneos Wealth Management
Colorado
$6.24M +$634K +15,756 +11%
AGP
92
Aspire Growth Partners
Florida
$6.21M +$826K +20,506 +15%
CFD
93
Creative Financial Designs
Indiana
$6.16M +$246K +6,103 +4%
CCFM
94
Clear Creek Financial Management
Washington
$6.05M +$1.16M +28,896 +22%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$5.96M -$136K -3,371 -2%
WWM
96
Western Wealth Management
Colorado
$5.95M +$1.17M +29,131 +23%
CF
97
Centaurus Financial
California
$5.78M +$203K +5,052 +3%
AIFS
98
A&I Financial Services
Colorado
$5.53M +$628K +15,607 +12%
PA
99
PFG Advisors
Arizona
$5.36M +$166K +4,117 +3%
SA
100
Sanctuary Advisors
Indiana
$5.35M +$941K +23,366 +20%