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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 %
AAS
101
Avantax Advisory Services
Texas
$398K +$398K +15,831 New
SWM
102
Silverlake Wealth Management
Vermont
$395K +$21K +837 +6%
BFA
103
Beacon Financial Advisory
Ohio
$376K +$70.2K +2,797 +23%
AFM
104
Armstrong Fleming & Moore
District of Columbia
$370K +$29.5K +1,175 +9%
GRP
105
Global Retirement Partners
California
$369K +$30.5K +1,225 +9%
IAS
106
Investment Advisory Services
Texas
$364K +$364K +14,476 New
CCA
107
Cravens & Co Advisors
Tennessee
$359K -$2.21K -88 -0.6%
LA
108
Latitude Advisors
Florida
$352K +$100K +4,000 +40%
MA
109
Mutual Advisors
Nebraska
$343K +$343K +13,669 New
HFA
110
High Falls Advisors
New York
$321K +$321K +12,796 New
RJT
111
Raymond James Trust
Florida
$302K +$16.1K +640 +6%
CA
112
CapWealth Advisors
Tennessee
$302K -$20.8K -828 -6%
BAG
113
Bridgewealth Advisory Group
California
$301K +$301K +11,970 New
WS
114
Wedbush Securities
California
$297K +$297K +11,810 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$288K +$17.9K +712 +7%
MSAM
116
Moloney Securities Asset Management
Missouri
$280K -$18.8K -747 -6%
CC
117
Cypress Capital
Tennessee
$279K
HAS
118
HBW Advisory Services
California
$275K -$131K -5,218 -32%
WP
119
WealthSource Partners
California
$269K -$21.6K -862 -7%
TI
120
tru Independence
Oregon
$248K +$6.13K +244 +3%
GSEP
121
Golden State Equity Partners
California
$242K +$242K +9,638 New
NWMG
122
National Wealth Management Group
Ohio
$239K
IAG
123
Investmark Advisory Group
Connecticut
$230K -$1.61K -64 -0.7%
WWM
124
Western Wealth Management
Colorado
$222K +$1.76K +70 +0.8%
DA
125
Detalus Advisors
Missouri
$216K