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Capital Group Core Equity ETF

328 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, 192 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+14
Holders Change %
+4.46%
% of All Funds
4.4%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
192
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$930K +$3.99K +108 +0.4%
SFC
177
Swisher Financial Concepts
Ohio
$926K -$151K -4,101 -14%
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
$923K +$573K +15,516 +164%
BAM
179
Belpointe Asset Management
Nevada
$907K -$5.54K -150 -0.6%
BFA
180
Bill Few Associates
Pennsylvania
$904K +$142K +3,851 +19%
MHS
181
M Holdings Securities
Oregon
$895K +$895K +24,292 New
SPC
182
Sigma Planning Corp
Michigan
$874K +$184K +4,982 +27%
RIS
183
Richmond Investment Services
Wisconsin
$864K +$524K +14,197 +154%
AWM
184
Axxcess Wealth Management
California
$850K -$38.8K -1,051 -4%
AO
185
Advisor OS
Illinois
$842K +$168K +4,557 +25%
USCWA
186
U.S. Capital Wealth Advisors
Texas
$842K +$306K +8,298 +57%
GS
187
GWN Securities
Florida
$832K -$932K -25,232 -53%
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$813K -$244K -6,607 -23%
CFG
189
Certior Financial Group
Pennsylvania
$793K -$62.4K -1,690 -7%
DC
190
Davenport & Co
Virginia
$792K +$28.9K +783 +4%
OC
191
Oppenheimer & Co
New York
$786K +$371K +10,050 +90%
FCM
192
Fourpath Capital Management
Oklahoma
$785K +$76.2K +2,063 +11%
PTC
193
Private Trust Company
Ohio
$779K +$353K +9,559 +83%
BFA
194
Beacon Financial Advisory
Ohio
$743K -$36.5K -988 -5%
KOMWMG
195
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$725K +$128K +3,469 +21%
JCM
196
Jacobi Capital Management
Pennsylvania
$712K +$712K +19,286 New
LC
197
Landaas & Company
Wisconsin
$705K -$76.3K -2,067 -10%
FHC
198
First Heartland Consultants
Missouri
$686K -$776K -21,023 -53%
HF
199
HRT Financial
New York
$680K +$14.9K +403 +2%
FIM
200
Freedom Investment Management
Connecticut
$679K +$250K +6,780 +58%