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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
126
AFS Financial Group
Maryland
$675K -$3.35M -103,943 -83%
LWM
127
LongView Wealth Management
Georgia
$660K +$47.6K +1,476 +8%
RJT
128
Raymond James Trust
Florida
$658K +$51.9K +1,609 +9%
Creative Planning
129
Creative Planning
Kansas
$657K +$903 +28 +0.1%
MA
130
Mutual Advisors
Nebraska
$655K +$249K +7,606 +61%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$655K +$91.9K +2,849 +16%
CA
132
Crewe Advisors
Utah
$637K +$515K +15,970 +421%
BFA
133
Beacon Financial Advisory
Ohio
$623K +$50.1K +1,554 +9%
PA
134
Procyon Advisors
Connecticut
$622K -$1.08M -33,440 -63%
BL
135
Balentine LLC
Georgia
$614K +$614K +19,032 New
MSAM
136
Moloney Securities Asset Management
Missouri
$610K +$188K +5,839 +45%
BFA
137
Bill Few Associates
Pennsylvania
$575K +$12.3K +380 +2%
WWM
138
Western Wealth Management
Colorado
$568K +$568K +17,610 New
SRCM
139
Signature Resources Capital Management
California
$565K +$227K +7,042 +67%
SPIA
140
Steward Partners Investment Advisory
New York
$561K +$343K +10,631 +157%
EA
141
Everpar Advisors
Oklahoma
$553K +$29K +900 +6%
RIL
142
Rothschild Investment LLC
Illinois
$545K
IWN
143
Independent Wealth Network
Iowa
$544K +$161K +5,004 +42%
CFB
144
Cullen/Frost Bankers
Texas
$543K +$543K +16,833 New
GS
145
GTS Securities
New York
$535K -$416K -12,908 -44%
AG
146
Ascent Group
Virginia
$533K +$613 +19 +0.1%
HAIM
147
Hunter Associates Investment Management
Pennsylvania
$527K
KWM
148
Kingsview Wealth Management
Oregon
$515K +$30.3K +939 +6%
WS
149
Wedbush Securities
California
$515K -$108K -3,361 -17%
TA
150
TKG Advisors
Indiana
$506K -$12.3K -380 -2%