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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.81%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
101
Cushing Capital Partners
Wisconsin
$5.01M -$660K -16,520 -12%
SMC
102
Smith, Moore & Co
Missouri
$4.98M -$999K -25,026 -17%
BFG
103
Berger Financial Group
Minnesota
$4.85M +$230K +5,767 +5%
SA
104
Sanctuary Advisors
Indiana
$4.66M +$1.26M +31,443 +37%
CA
105
Continuum Advisory
Idaho
$4.61M +$36.5K +913 +0.8%
PIA
106
Perennial Investment Advisors
California
$4.6M +$751K +18,812 +20%
ASN
107
Advisory Services Network
Georgia
$4.58M -$616K -15,435 -12%
PAS
108
Park Avenue Securities
New York
$4.57M +$561K +14,040 +14%
WFP
109
Worthington Financial Partners
Ohio
$4.41M +$4.38M +109,608 New
KWM
110
Kingsview Wealth Management
Oregon
$4.41M +$1.14M +28,510 +35%
DAS
111
Dynamic Advisor Solutions
Arizona
$4.41M -$2.9M -72,711 -40%
GSC
112
G&S Capital
Colorado
$4.21M +$189K +4,744 +5%
FTUS
113
Flow Traders U.S.
New York
$4.04M +$4.02M +100,548 New
IFG
114
Independent Financial Group
California
$3.99M +$711K +17,816 +22%
PFS
115
Prospera Financial Services
Texas
$3.9M -$896K -22,427 -19%
SN
116
Sittner & Nelson
Oregon
$3.9M +$643K +16,102 +20%
BPFA
117
Barnes Pettey Financial Advisors
Mississippi
$3.85M +$22.1K +553 +0.6%
SFG
118
Seamount Financial Group
Colorado
$3.84M +$229K +5,728 +6%
BFS
119
Boyer Financial Services
California
$3.77M +$3.73M +93,504 New
CMAI
120
Capital Management Associates Inc
Minnesota
$3.77M +$1.38M +34,485 +58%
GRP
121
Global Retirement Partners
California
$3.67M +$1.25M +31,183 +52%
AF
122
Affiance Financial
Minnesota
$3.6M -$2.23M -55,778 -38%
VVP
123
Venture Visionary Partners
Ohio
$3.6M +$2.01M +50,313 +128%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$3.5M +$658K +16,481 +23%
WIA
125
World Investment Advisors
California
$3.5M -$118K -2,952 -3%