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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BNB Wealth Management
Maryland
$5.23M -$221K -5,490 -4%
TCG
102
Transcendent Capital Group
Oklahoma
$5.06M -$7.45K -185 -0.1%
CIA
103
Concurrent Investment Advisors
Florida
$5.02M -$2.67M -66,201 -34%
KWM
104
Kingsview Wealth Management
Oregon
$4.98M +$813K +20,179 +18%
PAS
105
Park Avenue Securities
New York
$4.94M +$600K +14,894 +13%
CCP
106
Cushing Capital Partners
Wisconsin
$4.78M -$17.4K -433 -0.3%
UBS AM
107
UBS AM
Illinois
$4.67M +$4.9M +121,677 New
SMC
108
Smith, Moore & Co
Missouri
$4.66M -$94.8K -2,355 -2%
EWS
109
Evergreen Wealth Solutions
Pennsylvania
$4.65M +$3.7M +91,799 +315%
BFG
110
Berger Financial Group
Minnesota
$4.64M +$10.9K +270 +0.2%
PIA
111
Perennial Investment Advisors
California
$4.54M +$158K +3,926 +3%
ASN
112
Advisory Services Network
Georgia
$4.51M +$139K +3,441 +3%
DAS
113
Dynamic Advisor Solutions
Arizona
$4.27M +$69.8K +1,733 +2%
PFS
114
Prospera Financial Services
Texas
$4.22M +$515K +12,790 +13%
CA
115
Continuum Advisory
Idaho
$4.2M -$210K -5,207 -5%
GSC
116
G&S Capital
Colorado
$4.19M +$176K +4,361 +4%
WFP
117
Worthington Financial Partners
Ohio
$4.16M -$54K -1,341 -1%
Mariner
118
Mariner
Kansas
$4.15M +$1.34M +33,303 +45%
SFG
119
Seamount Financial Group
Colorado
$4.12M +$481K +11,936 +13%
SN
120
Sittner & Nelson
Oregon
$3.83M +$170K +4,230 +4%
BFS
121
Boyer Financial Services
California
$3.82M +$238K +5,920 +6%
WIA
122
World Investment Advisors
California
$3.81M +$489K +12,133 +14%
BFG
123
Bleakley Financial Group
New Jersey
$3.79M +$485K +12,040 +14%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$3.73M +$405K +10,064 +12%
BPFA
125
Barnes Pettey Financial Advisors
Mississippi
$3.72M +$40.7K +1,010 +1%