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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
176
Householder Group Estate & Retirement Specialist
Arizona
$368K +$95.3K +2,960 +35%
RW
177
Rockport Wealth
Ohio
$364K -$547K -16,965 -60%
HA
178
HFG Advisors
Ohio
$362K +$97 +3 +0%
TI
179
tru Independence
Oregon
$359K +$9.9K +307 +3%
GSEP
180
Golden State Equity Partners
California
$356K +$356K +11,033 New
CA
181
CapWealth Advisors
Tennessee
$352K -$17.9K -556 -5%
CWS
182
Confluence Wealth Services
Pennsylvania
$345K +$37.4K +1,160 +12%
CWM
183
Cornerstone Wealth Management
Missouri
$338K -$1.26K -39 -0.4%
MOS
184
MGO One Seven
Ohio
$327K +$18.1K +560 +6%
RA
185
RFG Advisory
Alabama
$326K +$326K +10,111 New
IAG
186
Investmark Advisory Group
Connecticut
$325K +$25.7K +797 +9%
AO
187
Advisor OS
Illinois
$324K +$324K +10,040 New
OC
188
Oppenheimer & Co
New York
$320K -$341K -10,575 -52%
SG
189
StoneX Group
New York
$320K +$320K +9,892 New
AWA
190
Arkadios Wealth Advisors
Georgia
$312K +$36.4K +1,128 +13%
H
191
HoyleCohen
California
$304K +$26.9K +834 +10%
NWMG
192
National Wealth Management Group
Ohio
$302K -$5.32K -165 -2%
TFS
193
Thoroughbred Financial Services
Tennessee
$289K +$289K +8,961 New
GWP
194
Gateway Wealth Partners
Wisconsin
$283K +$283K +8,787 New
RK
195
Rather & Kittrell
Tennessee
$277K +$277K +8,598 New
VWA
196
Visionary Wealth Advisors
Illinois
$274K +$6.58K +204 +2%
PI
197
PFG Investments
New York
$273K +$273K +8,468 New
CAM
198
Cozad Asset Management
Illinois
$272K +$272K +8,436 New
DA
199
Detalus Advisors
Missouri
$271K
KWA
200
Kingswood Wealth Advisors
California
$270K +$270K +8,368 New