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Capital Group Core Equity ETF

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
FWS
176
FinDec Wealth Services
California
$803K -$5.32M -159,394 -87%
LC
177
Lincoln Capital
Nebraska
$778K +$410K +13,107 +112%
CFG
178
Certior Financial Group
Pennsylvania
$774K +$29.2K +875 +4%
D.E. Shaw & Co
179
D.E. Shaw & Co
New York
$761K +$761K +22,797 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$718K +$95.1K +2,846 +15%
LC
181
Landaas & Company
Wisconsin
$707K +$707K +21,157 New
BFA
182
Beacon Financial Advisory
Ohio
$705K -$49.6K -1,484 -7%
DC
183
Davenport & Co
Virginia
$691K +$41.1K +1,231 +6%
BFA
184
Bill Few Associates
Pennsylvania
$689K +$31.7K +948 +5%
SWP
185
Stratos Wealth Partners
Ohio
$648K +$193K +5,774 +42%
FCM
186
Fourpath Capital Management
Oklahoma
$641K +$120K +3,596 +23%
AAP
187
Arax Advisory Partners
Colorado
$637K +$637K +19,078 New
SPC
188
Sigma Planning Corp
Michigan
$624K +$101K +3,021 +19%
STA
189
Smith Thornton Advisors
Alabama
$614K +$167 +5 +0%
AO
190
Advisor OS
Illinois
$609K +$168K +5,028 +38%
HF
191
HRT Financial
New York
$601K +$601K +18,021 New
DFG
192
Delta Financial Group
New Jersey
$595K +$33.3K +970 +6%
AG
193
Ascent Group
Virginia
$595K +$58.3K +1,745 +11%
GLA
194
Good Life Advisors
Pennsylvania
$590K +$90.6K +2,712 +18%
IA
195
IFG Advisory
Georgia
$573K +$209K +6,271 +58%
CCA
196
Cypress Capital Advisors
Tennessee
$565K +$23.4K +700 +4%
RIL
197
Rothschild Investment LLC
Illinois
$564K
EA
198
Everpar Advisors
Oklahoma
$564K +$6.68K +200 +1%
PA
199
Procyon Advisors
Connecticut
$557K -$29.3K -876 -5%
HAIM
200
Hunter Associates Investment Management
Pennsylvania
$545K