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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFG
151
Delta Financial Group
New Jersey
$493K +$58.1K +1,800 +13%
LA
152
Lynch & Associates
Indiana
$488K +$81.9K +2,540 +20%
Cerity Partners
153
Cerity Partners
New York
$481K +$709 +22 +0.1%
QC
154
Quadrature Capital
United Kingdom
$472K +$472K +14,659 New
SWM
155
Silverlake Wealth Management
Vermont
$451K -$1.26K -39 -0.3%
CCA
156
Cravens & Co Advisors
Tennessee
$451K +$9.16K +284 +2%
IWC
157
Integrated Wealth Concepts
Massachusetts
$450K +$94.9K +2,944 +27%
AWM
158
Axxcess Wealth Management
California
$434K +$58K +1,797 +15%
Capital International Investors
159
Capital International Investors
California
$432K -$284K -8,810 -40%
HAS
160
HBW Advisory Services
California
$425K -$30.3K -938 -7%
TWM
161
Trueblood Wealth Management
Ohio
$415K +$177K +5,493 +75%
HFA
162
High Falls Advisors
New York
$409K +$52.7K +1,634 +15%
TCWM
163
Total Clarity Wealth Management
Illinois
$406K +$89.8K +2,785 +28%
TCG
164
Transcendent Capital Group
Oklahoma
$406K +$406K +12,590 New
KPWS
165
Kestra Private Wealth Services
Texas
$405K +$158K +4,898 +64%
DC
166
Davenport & Co
Virginia
$404K +$81.6K +2,530 +25%
HP
167
Holistic Planning
Texas
$400K
HAM
168
Harmony Asset Management
Arizona
$399K +$117K +3,630 +41%
HIM
169
Hanlon Investment Management
New Jersey
$391K +$156K +4,837 +66%
PCIA
170
Prime Capital Investment Advisors
Kansas
$391K -$48.6K -1,507 -11%
FIM
171
Freedom Investment Management
Connecticut
$387K +$387K +11,990 New
SA
172
Sanctuary Advisors
Indiana
$382K +$382K +12,506 New
OWA
173
Octavia Wealth Advisors
Ohio
$377K +$26.2K +811 +7%
STA
174
Smith Thornton Advisors
Alabama
$375K +$375K +11,616 New
HPC
175
Hobart Private Capital
North Carolina
$368K +$368K +11,426 New