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Capital Group Core Equity ETF

204 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+21
Holders Change %
+11.48%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
176
Titleist Asset Management
Texas
$239K +$239K +7,667 New
TWM
177
Trueblood Wealth Management
Ohio
$230K +$230K +7,368 New
ACM
178
Advance Capital Management
Michigan
$229K +$229K +7,363 New
HIM
179
Hanlon Investment Management
New Jersey
$227K -$14.6K -470 -6%
KOMWMG
180
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$222K +$222K +7,139 New
VVP
181
Venture Visionary Partners
Ohio
$221K
SPIA
182
Steward Partners Investment Advisory
New York
$211K +$12.3K +394 +6%
BWP
183
Balboa Wealth Partners
Arizona
$209K +$209K +6,718 New
AF
184
Advisornet Financial
Minnesota
$209K +$94.1K +3,021 +82%
PTC
185
Private Trust Company
Ohio
$206K +$62.3K +2,000 +43%
FHA
186
First Horizon Advisors
Tennessee
$203K -$10.6K -341 -5%
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$191K +$26.5K +850 +16%
CA
188
Crewe Advisors
Utah
$118K +$118K +3,790 New
NCM
189
Northwest Capital Management
Oregon
$97.7K
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$86.3K +$86.3K +2,770 New
MG
191
Mather Group
Illinois
$73.9K +$73.9K +2,611 New
CA
192
CoreCap Advisors
Michigan
$68.3K +$68.3K +2,191 New
LFG
193
Larson Financial Group
Missouri
$63.4K
CIR
194
Clear Investment Research
Georgia
$54.6K +$54.6K +1,751 New
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$49.6K -$140K -4,507 -74%
FP
196
Financial Perspectives
Minnesota
$48K
WAS
197
Winch Advisory Services
Wisconsin
$36.7K
Comerica Bank
198
Comerica Bank
Texas
$34.3K +$15.6K +500 +83%
IA
199
IFP Advisors
Florida
$31.6K +$125 +4 +0.4%
IWP
200
IAG Wealth Partners
Wisconsin
$11.1K