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Capital Group Core Equity ETF

342 hedge funds and large institutions have $5.15B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 210 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$147M
3 +$78.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$53.8M
5
Jane Street
Jane Street
New York
+$47.4M

Top Sellers

1 -$17.5M
2 -$15.4M
3 -$10.9M
4
OMC
Old Mission Capital
Illinois
-$8.18M
5
NS
NBC Securities
Alabama
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
LongView Wealth Management
Georgia
$2.39M
GRP
127
Global Retirement Partners
California
$2.37M
CMAI
128
Capital Management Associates Inc
Minnesota
$2.34M
ATS
129
Ashton Thomas Securities
New York
$2.3M
MWM
130
Meridian Wealth Management
Kentucky
$2.28M
SWP
131
Stratos Wealth Partners
Ohio
$2.28M
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$2.2M
LA
133
Latitude Advisors
Florida
$2.19M
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$2.14M
NG
135
Norden Group
Utah
$2.1M
TWM
136
Trueblood Wealth Management
Ohio
$2.08M
M1FG
137
Mach-1 Financial Group
Arkansas
$2.07M
IAS
138
Integrity Advisory Solutions
Texas
$2.07M
SPIA
139
Steward Partners Investment Advisory
New York
$1.98M
CWS
140
Confluence Wealth Services
Pennsylvania
$1.94M
TWP
141
Tempus Wealth Planning
California
$1.91M
BlackRock
142
BlackRock
New York
$1.88M
KFP
143
KMG Fiduciary Partners
Ohio
$1.83M
RA
144
RFG Advisory
Alabama
$1.82M
SFS
145
Sowell Financial Services
Arkansas
$1.79M
NFG
146
Nations Financial Group
Iowa
$1.78M
LF
147
Lantz Financial
Illinois
$1.76M
MFA
148
Mayflower Financial Advisors
Massachusetts
$1.74M
KAS
149
KPP Advisory Services
Kentucky
$1.68M
WIP
150
WealthCare Investment Partners
Rhode Island
$1.67M