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Capital Group Core Equity ETF

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.43M
Puts
$50K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Meridian Wealth Management
Kentucky
$1.17M
AIM
152
Advyzon Investment Management
Illinois
$1.14M
KAS
153
KPP Advisory Services
Kentucky
$1.12M
Capital International Investors
154
Capital International Investors
California
$1.11M
PPWP
155
Premier Path Wealth Partners
New Jersey
$1.09M
CWS
156
Confluence Wealth Services
Pennsylvania
$1.09M
IWN
157
Independent Wealth Network
Iowa
$1.08M
ARC
158
Advisor Resource Council
Texas
$1.06M
Cerity Partners
159
Cerity Partners
New York
$1.04M
1WA
160
180 Wealth Advisors
Washington
$1.03M
LA
161
Lynch & Associates
Indiana
$984K
SFC
162
Swisher Financial Concepts
Ohio
$975K
BL
163
Balentine LLC
Georgia
$972K
HAS
164
HBW Advisory Services
California
$968K
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$956K
CAM
166
Cozad Asset Management
Illinois
$947K
GWP
167
Gateway Wealth Partners
Wisconsin
$946K
SPIA
168
Steward Partners Investment Advisory
New York
$916K
KPWS
169
Kestra Private Wealth Services
Texas
$916K
MWM
170
Mascagni Wealth Management
Mississippi
$871K
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$865K
AF
172
Allworth Financial
California
$855K
Creative Planning
173
Creative Planning
Kansas
$838K
BAM
174
Belpointe Asset Management
Nevada
$826K
AWM
175
Axxcess Wealth Management
California
$804K