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Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
151
Moloney Securities Asset Management
Missouri
$1.33M
RA
152
RFG Advisory
Alabama
$1.31M
AAS
153
Ameritas Advisory Services
Nebraska
$1.28M
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$1.27M
AIM
155
Advyzon Investment Management
Illinois
$1.26M
EA
156
Ergawealth Advisors
Illinois
$1.26M
IWN
157
Independent Wealth Network
Iowa
$1.25M
Capital International Investors
158
Capital International Investors
California
$1.23M
CAM
159
Cozad Asset Management
Illinois
$1.22M
PPWP
160
Premier Path Wealth Partners
New Jersey
$1.21M
OIA
161
OneDigital Investment Advisors
Kansas
$1.2M
LA
162
Lynch & Associates
Indiana
$1.2M
KPWS
163
Kestra Private Wealth Services
Texas
$1.16M
1WA
164
180 Wealth Advisors
Washington
$1.15M
Cerity Partners
165
Cerity Partners
New York
$1.15M
SWP
166
Stratos Wealth Partners
Ohio
$1.08M
BL
167
Balentine LLC
Georgia
$1.07M
EWS
168
Evergreen Wealth Solutions
Pennsylvania
$1.07M
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M
IA
170
IFG Advisory
Georgia
$1.03M
GWP
171
Gateway Wealth Partners
Wisconsin
$1.02M
VVP
172
Venture Visionary Partners
Ohio
$1.02M
TWM
173
TCFG Wealth Management
California
$998K
AF
174
Allworth Financial
California
$992K
LC
175
Lincoln Capital
Nebraska
$988K