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Capital Group Core Equity ETF

183 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+35
Holders Change %
+23.65%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$399K -$975K -34,009 -71%
Morgan Stanley
127
Morgan Stanley
New York
$394K +$253K +8,953 +181%
Cerity Partners
128
Cerity Partners
New York
$392K +$392K +13,850 New
MA
129
Mutual Advisors
Nebraska
$387K
PCIA
130
Prime Capital Investment Advisors
Kansas
$372K +$145K +5,128 +64%
MSAM
131
Moloney Securities Asset Management
Missouri
$362K +$46.4K +1,641 +15%
AWM
132
AE Wealth Management
Kansas
$354K +$354K +12,240 New
RJT
133
Raymond James Trust
Florida
$340K
Natixis Advisors
134
Natixis Advisors
Massachusetts
$331K +$331K +11,713 New
CA
135
CapWealth Advisors
Tennessee
$326K -$13.8K -486 -4%
CC
136
Cypress Capital
Tennessee
$317K +$2.21K +78 +0.7%
OWA
137
Octavia Wealth Advisors
Ohio
$316K +$316K +11,170 New
HFA
138
High Falls Advisors
New York
$313K -$49.4K -1,747 -14%
GSEP
139
Golden State Equity Partners
California
$309K +$35.8K +1,264 +13%
IWC
140
Integrated Wealth Concepts
Massachusetts
$306K +$306K +10,800 New
WP
141
WealthSource Partners
California
$303K
CWM
142
Cornerstone Wealth Management
Missouri
$297K +$297K +10,506 New
SRCM
143
Signature Resources Capital Management
California
$296K +$296K +10,475 New
TI
144
tru Independence
Oregon
$291K +$11.2K +394 +4%
IGWM
145
ICA Group Wealth Management
Colorado
$287K +$287K +10,129 New
LA
146
Lynch & Associates
Indiana
$277K +$45.2K +1,598 +19%
CAL
147
Capital Analysts LLC
Pennsylvania
$277K -$1.34M -47,447 -83%
AWM
148
Axxcess Wealth Management
California
$273K +$273K +9,664 New
NWMG
149
National Wealth Management Group
Ohio
$271K +$1.84K +65 +0.7%
IAG
150
Investmark Advisory Group
Connecticut
$263K +$3.51K +124 +1%