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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 %
RW
101
Rockport Wealth
Ohio
$880K +$880K +28,253 New
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$876K +$876K +28,104 New
MFA
103
Mayflower Financial Advisors
Massachusetts
$875K +$646K +20,722 +282%
Citadel Advisors
104
Citadel Advisors
Florida
$833K +$385K +12,352 +86%
WWP
105
WR Wealth Planners
Missouri
$831K +$831K +26,662 New
IAS
106
Investment Advisory Services
Texas
$803K +$55.2K +1,770 +7%
EWA
107
EverSource Wealth Advisors
Alabama
$795K +$129K +4,307 +19%
AF
108
Allworth Financial
California
$791K +$648K +20,810 +454%
FHC
109
First Heartland Consultants
Missouri
$787K -$16.2K -521 -2%
NFG
110
Nations Financial Group
Iowa
$759K +$113K +3,627 +17%
GRP
111
Global Retirement Partners
California
$719K +$129K +4,131 +22%
BAM
112
Belpointe Asset Management
Nevada
$714K +$56.1K +1,800 +9%
SFG
113
Seamount Financial Group
Colorado
$713K +$183K +5,882 +35%
CFA
114
CWS Financial Advisors
Michigan
$707K -$9.01K -289 -1%
Capital International Investors
115
Capital International Investors
California
$692K -$1.22K -39 -0.2%
SFC
116
Swisher Financial Concepts
Ohio
$686K +$133K +4,312 +24%
LA
117
Latitude Advisors
Florida
$684K +$183K +5,883 +37%
HF
118
HRT Financial
New York
$682K +$682K +21,891 New
OC
119
Oppenheimer & Co
New York
$639K +$7.01K +225 +1%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$635K +$270K +8,650 +74%
Creative Planning
121
Creative Planning
Kansas
$634K +$1.28K +41 +0.2%
WS
122
Wedbush Securities
California
$602K +$78.9K +2,532 +15%
LWM
123
LongView Wealth Management
Georgia
$592K +$114K +3,658 +24%
RJT
124
Raymond James Trust
Florida
$586K +$211K +6,785 +56%
TWP
125
Tempus Wealth Planning
California
$554K +$289K +9,275 +109%