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Capital Group Core Equity ETF

328 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 192 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+14
Holders Change %
+4.46%
% of All Funds
4.4%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
192
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
151
RFG Advisory
Alabama
$1.31M +$731K +19,788 +125%
AAS
152
Ameritas Advisory Services
Nebraska
$1.28M -$256K -6,920 -17%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$1.27M +$473K +12,797 +60%
AIM
154
Advyzon Investment Management
Illinois
$1.26M +$9.6K +260 +0.8%
EA
155
Ergawealth Advisors
Illinois
$1.26M +$1.26M +34,142 New
IWN
156
Independent Wealth Network
Iowa
$1.25M +$54.5K +1,475 +5%
Capital International Investors
157
Capital International Investors
California
$1.23M +$111 +3 +0%
CAM
158
Cozad Asset Management
Illinois
$1.22M +$172K +4,654 +16%
PPWP
159
Premier Path Wealth Partners
New Jersey
$1.21M
OIA
160
OneDigital Investment Advisors
Kansas
$1.2M -$544K -14,726 -31%
LA
161
Lynch & Associates
Indiana
$1.2M +$108K +2,913 +10%
KPWS
162
Kestra Private Wealth Services
Texas
$1.16M +$152K +4,128 +15%
1WA
163
180 Wealth Advisors
Washington
$1.15M +$14.7K +398 +1%
Cerity Partners
164
Cerity Partners
New York
$1.15M +$1.4K +38 +0.1%
SWP
165
Stratos Wealth Partners
Ohio
$1.08M +$368K +9,960 +51%
BL
166
Balentine LLC
Georgia
$1.07M
EWS
167
Evergreen Wealth Solutions
Pennsylvania
$1.07M +$1.07M +28,975 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$89.3K +2,418 +9%
IA
169
IFG Advisory
Georgia
$1.03M +$393K +10,637 +62%
GWP
170
Gateway Wealth Partners
Wisconsin
$1.02M -$23.2K -627 -2%
VVP
171
Venture Visionary Partners
Ohio
$1.02M +$506K +13,700 +98%
TWM
172
TCFG Wealth Management
California
$998K +$492K +13,324 +97%
AF
173
Allworth Financial
California
$992K +$21.2K +575 +2%
LC
174
Lincoln Capital
Nebraska
$988K +$70.5K +1,908 +8%
SW
175
Simplicity Wealth
New Jersey
$985K +$546K +14,788 +125%