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Capital Group Core Equity ETF

330 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
101
Woodmont Investment Counsel
Tennessee
$3.82M
GSC
102
G&S Capital
Colorado
$3.67M
BPFA
103
Barnes Pettey Financial Advisors
Mississippi
$3.52M
CFB
104
Cullen/Frost Bankers
Texas
$3.45M
CIA
105
Concurrent Investment Advisors
Florida
$3.41M
WIA
106
World Investment Advisors
California
$3.27M
PIA
107
Perennial Investment Advisors
California
$3.18M
SFG
108
Seamount Financial Group
Colorado
$3.15M
BFG
109
Bleakley Financial Group
New Jersey
$3.1M
SN
110
Sittner & Nelson
Oregon
$2.89M
SEIA
111
Signature Estate & Investment Advisors
California
$2.62M
OW
112
Olistico Wealth
Oklahoma
$2.52M
PWM
113
Pines Wealth Management
North Carolina
$2.43M
CL
114
Choreo LLC
Illinois
$2.4M
KWA
115
Kingswood Wealth Advisors
California
$2.31M
ACA
116
Aptus Capital Advisors
Alabama
$2.26M
LWM
117
Lodestone Wealth Management
Washington
$2.24M
CMAI
118
Capital Management Associates Inc
Minnesota
$2.18M
SNWA
119
Siligmueller & Norvid Wealth Advisors
Illinois
$2.17M
IAS
120
Investment Advisory Services
Texas
$2.14M
ATS
121
Ashton Thomas Securities
New York
$2.1M
TWP
122
Tempus Wealth Planning
California
$2.06M
MEAC
123
M.E. Allison & Co
Texas
$2.05M
GRP
124
Global Retirement Partners
California
$2.01M
AWM
125
Apollon Wealth Management
South Carolina
$2M