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Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
Simplicity Wealth
New Jersey
$985K
Creative Planning
177
Creative Planning
Kansas
$930K
SFC
178
Swisher Financial Concepts
Ohio
$926K
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$923K
BAM
180
Belpointe Asset Management
Nevada
$907K
BFA
181
Bill Few Associates
Pennsylvania
$904K
MHS
182
M Holdings Securities
Oregon
$895K
SPC
183
Sigma Planning Corp
Michigan
$874K
RIS
184
Richmond Investment Services
Wisconsin
$864K
AWM
185
Axxcess Wealth Management
California
$850K
AO
186
Advisor OS
Illinois
$842K
USCWA
187
U.S. Capital Wealth Advisors
Texas
$842K
GS
188
GWN Securities
Florida
$832K
JP Morgan Chase
189
JP Morgan Chase
New York
$813K
CFG
190
Certior Financial Group
Pennsylvania
$793K
DC
191
Davenport & Co
Virginia
$792K
OC
192
Oppenheimer & Co
New York
$786K
FCM
193
Fourpath Capital Management
Oklahoma
$785K
PTC
194
Private Trust Company
Ohio
$779K
BFA
195
Beacon Financial Advisory
Ohio
$743K
KOMWMG
196
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$725K
JCM
197
Jacobi Capital Management
Pennsylvania
$712K
LC
198
Landaas & Company
Wisconsin
$705K
FHC
199
First Heartland Consultants
Missouri
$686K
HF
200
HRT Financial
New York
$680K