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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OW
151
Olistico Wealth
Oklahoma
$2.62M
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$2.55M +$33.7K +837 +1%
CL
153
Choreo LLC
Illinois
$2.53M -$10.5K -261 -0.4%
MW
154
Merited Wealth
Florida
$2.48M -$111K -2,767 -4%
TWM
155
Trueblood Wealth Management
Ohio
$2.48M +$176K +4,370 +7%
BIP
156
Blueprint Investment Partners
North Carolina
$2.47M +$82.6K +2,052 +3%
BFA
157
Blueprint Financial Advisors
North Carolina
$2.47M +$145K +3,602 +6%
LWM
158
Lodestone Wealth Management
Washington
$2.45M +$122K +3,026 +5%
ACA
159
Aptus Capital Advisors
Alabama
$2.34M -$14.2K -353 -0.6%
MWM
160
Meridian Wealth Management
Kentucky
$2.34M -$21.6K -537 -0.9%
ATS
161
Ashton Thomas Securities
New York
$2.32M +$52.3K +1,300 +2%
NG
162
Norden Group
Utah
$2.19M +$176K +4,380 +8%
AF
163
Affiance Financial
Minnesota
$2.18M -$1.32M -32,765 -37%
CAM
164
Cozad Asset Management
Illinois
$2.17M +$854K +21,211 +60%
PWM
165
Pines Wealth Management
North Carolina
$2.16M -$253K -6,285 -10%
CIM
166
Capital Investment Management
Missouri
$2.16M +$304K +7,540 +16%
LF
167
Lantz Financial
Illinois
$2.1M +$201K +4,999 +10%
LA
168
Lynch & Associates
Indiana
$2.03M +$675K +16,763 +46%
CWS
169
Confluence Wealth Services
Pennsylvania
$1.99M +$111K +2,767 +6%
SWM
170
Steelhead Wealth Management
Virginia
$1.95M +$2.04M +50,687 New
AFM
171
Armstrong Fleming & Moore
District of Columbia
$1.91M +$153K +3,809 +8%
RA
172
RFG Advisory
Alabama
$1.89M +$110K +2,730 +6%
NFG
173
Nations Financial Group
Iowa
$1.85M +$83K +2,062 +4%
BlackRock
174
BlackRock
New York
$1.82M
OIA
175
OneDigital Investment Advisors
Kansas
$1.82M +$393K +9,772 +26%