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Capital Group Core Equity ETF

204 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+21
Holders Change %
+11.48%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
151
HFG Advisors
Ohio
$350K +$350K +11,225 New
HFA
152
High Falls Advisors
New York
$344K
IWC
153
Integrated Wealth Concepts
Massachusetts
$343K +$6.05K +194 +2%
OWA
154
Octavia Wealth Advisors
Ohio
$339K -$9.84K -315 -3%
TI
155
tru Independence
Oregon
$337K +$17.2K +552 +5%
CWM
156
Cornerstone Wealth Management
Missouri
$327K
BFG
157
Beacon Financial Group
Texas
$323K +$323K +10,352 New
NL
158
NWAM LLC
Washington
$318K +$77.3K +2,492 +32%
IGWM
159
ICA Group Wealth Management
Colorado
$316K -$93 -3 -0%
DC
160
Davenport & Co
Virginia
$311K +$77.3K +2,481 +33%
TCWM
161
Total Clarity Wealth Management
Illinois
$306K +$306K +9,817 New
MOS
162
MGO One Seven
Ohio
$299K +$299K +9,583 New
CAL
163
Capital Analysts LLC
Pennsylvania
$298K -$6.64K -213 -2%
NWMG
164
National Wealth Management Group
Ohio
$297K -$1.56K -50 -0.5%
CWS
165
Confluence Wealth Services
Pennsylvania
$297K +$297K +9,526 New
SRCM
166
Signature Resources Capital Management
California
$296K
IAG
167
Investmark Advisory Group
Connecticut
$289K +$31 +1 +0%
HAM
168
Harmony Asset Management
Arizona
$273K +$273K +8,750 New
H
169
HoyleCohen
California
$268K
AWA
170
Arkadios Wealth Advisors
Georgia
$266K
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
$264K
DA
172
Detalus Advisors
Missouri
$262K
VWA
173
Visionary Wealth Advisors
Illinois
$259K +$7.79K +250 +3%
WIA
174
World Investment Advisors
California
$246K +$246K +7,688 New
KPWS
175
Kestra Private Wealth Services
Texas
$239K +$239K +7,675 New