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Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$2M
LWM
127
LongView Wealth Management
Georgia
$1.98M
NG
128
Norden Group
Utah
$1.97M
KFGK
129
Keystone Financial Group (Kentucky)
Kentucky
$1.95M
Mariner
130
Mariner
Kansas
$1.94M
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$1.9M
SRCM
132
Signature Resources Capital Management
California
$1.86M
TWM
133
Trueblood Wealth Management
Ohio
$1.86M
MWM
134
Meridian Wealth Management
Kentucky
$1.82M
KFP
135
KMG Fiduciary Partners
Ohio
$1.8M
LA
136
Latitude Advisors
Florida
$1.8M
JWCA
137
J.W. Cole Advisors
Florida
$1.78M
BlackRock
138
BlackRock
New York
$1.75M
NFG
139
Nations Financial Group
Iowa
$1.65M
SFS
140
Sowell Financial Services
Arkansas
$1.63M
LF
141
Lantz Financial
Illinois
$1.59M
MFA
142
Mayflower Financial Advisors
Massachusetts
$1.59M
SPIA
143
Steward Partners Investment Advisory
New York
$1.58M
WIP
144
WealthCare Investment Partners
Rhode Island
$1.57M
AFM
145
Armstrong Fleming & Moore
District of Columbia
$1.57M
CFA
146
CWS Financial Advisors
Michigan
$1.5M
HAS
147
HBW Advisory Services
California
$1.45M
CWS
148
Confluence Wealth Services
Pennsylvania
$1.43M
KAS
149
KPP Advisory Services
Kentucky
$1.38M
CWM
150
Congress Wealth Management
Massachusetts
$1.37M