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Capital Group Core Equity ETF

302 hedge funds and large institutions have $4.27B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+46
Holders Change %
+17.97%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
60
Increased
175
Reduced
43
Closed
9
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
126
Global Retirement Partners
California
$1.39M +$112K +3,203 +9%
SFS
127
Sowell Financial Services
Arkansas
$1.36M -$193K -5,507 -12%
CFB
128
Cullen/Frost Bankers
Texas
$1.34M +$476K +13,603 +55%
CIA
129
Concurrent Investment Advisors
Florida
$1.33M +$216K +6,175 +19%
AFM
130
Armstrong Fleming & Moore
District of Columbia
$1.33M +$190K +5,420 +17%
LF
131
Lantz Financial
Illinois
$1.3M +$77.1K +2,206 +6%
PIA
132
Perennial Investment Advisors
California
$1.29M +$1.29M +36,974 New
CFA
133
CWS Financial Advisors
Michigan
$1.27M +$222K +6,334 +21%
WIP
134
WealthCare Investment Partners
Rhode Island
$1.26M +$3.84K +110 +0.3%
MWM
135
Meridian Wealth Management
Kentucky
$1.23M
PPWP
136
Premier Path Wealth Partners
New Jersey
$1.21M
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$1.19M +$1.19M +34,123 New
LA
138
Latitude Advisors
Florida
$1.19M +$121K +3,455 +11%
AIM
139
Advyzon Investment Management
Illinois
$1.19M +$1.19M +33,957 New
Capital International Investors
140
Capital International Investors
California
$1.17M -$629 -18 -0.1%
NFG
141
Nations Financial Group
Iowa
$1.15M +$75.6K +2,162 +7%
1WA
142
180 Wealth Advisors
Washington
$1.1M -$3.08K -88 -0.3%
MSAM
143
Moloney Securities Asset Management
Missouri
$1.07M +$395K +11,309 +59%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$1.07M +$967K +27,663 +943%
Cerity Partners
145
Cerity Partners
New York
$1.06M +$236K +6,757 +29%
FA
146
Faithward Advisors
Pennsylvania
$1.05M +$52.6K +1,505 +5%
BL
147
Balentine LLC
Georgia
$1.02M
FHC
148
First Heartland Consultants
Missouri
$1.01M +$117K +3,332 +13%
TWM
149
Trueblood Wealth Management
Ohio
$982K +$348K +9,964 +55%
IWN
150
Independent Wealth Network
Iowa
$973K +$253K +7,244 +35%