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Capital Group Core Equity ETF

183 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+35
Holders Change %
+23.65%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
151
Western Wealth Management
Colorado
$251K +$991 +35 +0.4%
H
152
HoyleCohen
California
$243K
AWA
153
Arkadios Wealth Advisors
Georgia
$242K +$242K +8,542 New
TWP
154
Tempus Wealth Planning
California
$241K +$241K +8,516 New
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$239K +$8.47K +300 +4%
DA
156
Detalus Advisors
Missouri
$238K -$5.38K -190 -2%
VWA
157
Visionary Wealth Advisors
Illinois
$228K +$228K +8,048 New
HIM
158
Hanlon Investment Management
New Jersey
$220K +$220K +7,765 New
NL
159
NWAM LLC
Washington
$220K +$220K +7,765 New
DC
160
Davenport & Co
Virginia
$213K +$213K +7,514 New
MFA
161
Mayflower Financial Advisors
Massachusetts
$208K +$208K +7,347 New
DFG
162
Delta Financial Group
New Jersey
$203K +$203K +7,187 New
VVP
163
Venture Visionary Partners
Ohio
$201K +$201K +7,088 New
FHA
164
First Horizon Advisors
Tennessee
$194K
SPIA
165
Steward Partners Investment Advisory
New York
$180K
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$173K +$136K +4,792 +366%
TWM
167
Tradition Wealth Management
Minnesota
$152K +$284 +10 +0.2%
MSFP
168
Mark Sheptoff Financial Planning
Connecticut
$150K
PTC
169
Private Trust Company
Ohio
$131K
AF
170
Allworth Financial
California
$130K
AF
171
Advisornet Financial
Minnesota
$105K -$11.3K -398 -10%
NCM
172
Northwest Capital Management
Oregon
$88.7K +$88.7K +3,134 New
LFG
173
Larson Financial Group
Missouri
$57.6K
FP
174
Financial Perspectives
Minnesota
$43.6K +$142 +5 +0.3%
WAS
175
Winch Advisory Services
Wisconsin
$33.3K +$21.2K +748 +174%