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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
101
WR Wealth Planners
Missouri
$1.07M +$215K +6,655 +25%
SFG
102
Seamount Financial Group
Colorado
$1.06M +$322K +9,987 +44%
MFA
103
Mayflower Financial Advisors
Massachusetts
$1.05M +$143K +4,439 +16%
LF
104
Lantz Financial
Illinois
$1.04M +$41K +1,271 +4%
1WA
105
180 Wealth Advisors
Washington
$1.04M +$28.4K +862 +3%
GRP
106
Global Retirement Partners
California
$1.03M +$290K +8,984 +39%
Bank of America
107
Bank of America
North Carolina
$1M +$1M +31,112 +518,533%
SFC
108
Swisher Financial Concepts
Ohio
$997K +$275K +8,467 +38%
SN
109
Sittner & Nelson
Oregon
$985K +$63.9K +1,980 +7%
LA
110
Latitude Advisors
Florida
$973K +$265K +8,218 +37%
AFM
111
Armstrong Fleming & Moore
District of Columbia
$921K -$23.9K -741 -3%
TWP
112
Tempus Wealth Planning
California
$916K +$342K +10,606 +60%
NFG
113
Nations Financial Group
Iowa
$899K +$113K +3,500 +14%
EH
114
Equitable Holdings
New York
$890K +$323K +10,016 +57%
CIA
115
Concurrent Investment Advisors
Florida
$871K +$871K +27,011 New
CFA
116
CWS Financial Advisors
Michigan
$858K +$127K +3,931 +17%
CC
117
Cypress Capital
Tennessee
$835K +$431K +13,370 +107%
EWA
118
EverSource Wealth Advisors
Alabama
$825K -$50.8K -1,536 -6%
CMAI
119
Capital Management Associates Inc
Minnesota
$804K +$804K +24,938 New
AF
120
Allworth Financial
California
$793K -$34.5K -1,057 -4%
BAM
121
Belpointe Asset Management
Nevada
$765K +$25.4K +789 +3%
BTWM
122
Baker Tilly Wealth Management
Wisconsin
$731K -$197K -6,105 -21%
CWC
123
Carolinas Wealth Consulting
North Carolina
$712K +$712K +22,038 New
HF
124
HRT Financial
New York
$700K -$5.25K -163 -0.7%
FA
125
Faithward Advisors
Pennsylvania
$676K -$3.92M -121,695 -85%