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Capital Group Core Equity ETF

330 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
151
RFG Advisory
Alabama
$1.31M
AAS
152
Ameritas Advisory Services
Nebraska
$1.28M
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$1.27M
AIM
154
Advyzon Investment Management
Illinois
$1.26M
EA
155
Ergawealth Advisors
Illinois
$1.26M
IWN
156
Independent Wealth Network
Iowa
$1.25M
Capital International Investors
157
Capital International Investors
California
$1.23M
CAM
158
Cozad Asset Management
Illinois
$1.22M
PPWP
159
Premier Path Wealth Partners
New Jersey
$1.21M
OIA
160
OneDigital Investment Advisors
Kansas
$1.2M
LA
161
Lynch & Associates
Indiana
$1.2M
KPWS
162
Kestra Private Wealth Services
Texas
$1.16M
1WA
163
180 Wealth Advisors
Washington
$1.15M
Cerity Partners
164
Cerity Partners
New York
$1.15M
SWP
165
Stratos Wealth Partners
Ohio
$1.08M
BL
166
Balentine LLC
Georgia
$1.07M
EWS
167
Evergreen Wealth Solutions
Pennsylvania
$1.07M
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M
IA
169
IFG Advisory
Georgia
$1.03M
GWP
170
Gateway Wealth Partners
Wisconsin
$1.02M
VVP
171
Venture Visionary Partners
Ohio
$1.02M
TWM
172
TCFG Wealth Management
California
$998K
AF
173
Allworth Financial
California
$992K
LC
174
Lincoln Capital
Nebraska
$988K
SW
175
Simplicity Wealth
New Jersey
$985K