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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.81%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$2.47M +$226K +5,666 +10%
ACA
152
Aptus Capital Advisors
Alabama
$2.47M +$6.15K +154 +0.3%
LA
153
Latitude Advisors
Florida
$2.46M +$234K +5,859 +11%
LWM
154
Lodestone Wealth Management
Washington
$2.45M -$52.7K -1,320 -2%
BFA
155
Blueprint Financial Advisors
North Carolina
$2.44M +$808K +20,238 +50%
TWM
156
Trueblood Wealth Management
Ohio
$2.42M +$302K +7,557 +14%
ATS
157
Ashton Thomas Securities
New York
$2.38M
NG
158
Norden Group
Utah
$2.11M -$20K -500 -0.9%
AAS
159
Ameritas Advisory Services
Nebraska
$2.08M +$430K +10,766 +26%
LF
160
Lantz Financial
Illinois
$2M +$209K +5,239 +12%
CWS
161
Confluence Wealth Services
Pennsylvania
$1.97M -$6.39K -160 -0.3%
AI
162
Atria Investments
North Carolina
$1.96M +$1.65M +41,440 +561%
CIM
163
Capital Investment Management
Missouri
$1.96M +$1.94M +48,596 New
BlackRock
164
BlackRock
New York
$1.91M
Renaissance Technologies
165
Renaissance Technologies
New York
$1.88M -$1.28M -32,100 -41%
TWP
166
Tempus Wealth Planning
California
$1.88M -$61.6K -1,542 -3%
KFP
167
KMG Fiduciary Partners
Ohio
$1.87M +$6.83K +171 +0.4%
RA
168
RFG Advisory
Alabama
$1.87M +$15.8K +395 +0.9%
NFG
169
Nations Financial Group
Iowa
$1.85M +$40.6K +1,017 +2%
AFM
170
Armstrong Fleming & Moore
District of Columbia
$1.85M +$151K +3,772 +9%
GWP
171
Gateway Wealth Partners
Wisconsin
$1.84M +$641K +16,041 +54%
VW
172
Vantus Wealth
Pennsylvania
$1.83M +$1.82M +45,468 New
IA
173
Integrity Alliance
Iowa
$1.81M +$1.79M +44,887 New
KAS
174
KPP Advisory Services
Kentucky
$1.73M +$24.2K +607 +1%
MFA
175
Mayflower Financial Advisors
Massachusetts
$1.73M -$43.8K -1,096 -2%