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Capital Group Core Equity ETF

256 hedge funds and large institutions have $2.35B invested in Capital Group Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 163 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
163
Reduced
40
Closed
14
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
126
CWS Financial Advisors
Michigan
$1.02M +$112K +3,254 +12%
BL
127
Balentine LLC
Georgia
$998K +$345K +10,075 +53%
FA
128
Faithward Advisors
Pennsylvania
$976K +$258K +7,533 +36%
FHC
129
First Heartland Consultants
Missouri
$876K -$14.8K -433 -2%
EWA
130
EverSource Wealth Advisors
Alabama
$855K +$343 +10 +0%
CFB
131
Cullen/Frost Bankers
Texas
$852K +$275K +8,025 +48%
AF
132
Allworth Financial
California
$834K
SPIA
133
Steward Partners Investment Advisory
New York
$825K +$228K +6,655 +38%
BAM
134
Belpointe Asset Management
Nevada
$813K
Cerity Partners
135
Cerity Partners
New York
$807K +$296K +8,631 +58%
GS
136
GTS Securities
New York
$802K +$233K +6,795 +41%
BFA
137
Beacon Financial Advisory
Ohio
$772K +$110K +3,202 +17%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$771K +$75.3K +2,197 +11%
CWC
139
Carolinas Wealth Consulting
North Carolina
$759K +$1.89K +55 +0.2%
SA
140
Sanctuary Advisors
Indiana
$713K +$275K +7,842 +63%
IWN
141
Independent Wealth Network
Iowa
$706K +$128K +3,721 +22%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$703K +$703K +20,498 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$700K +$308K +8,999 +79%
RJT
144
Raymond James Trust
Florida
$700K
Creative Planning
145
Creative Planning
Kansas
$699K +$926 +27 +0.1%
CAM
146
Cozad Asset Management
Illinois
$678K +$389K +11,337 +134%
SRCM
147
Signature Resources Capital Management
California
$671K +$70.2K +2,048 +12%
MSAM
148
Moloney Securities Asset Management
Missouri
$662K +$14K +407 +2%
PA
149
Procyon Advisors
Connecticut
$655K -$5.52K -161 -0.8%
AWM
150
Axxcess Wealth Management
California
$654K +$193K +5,619 +42%