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Capital Group Core Equity ETF

330 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, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$930K
SFC
177
Swisher Financial Concepts
Ohio
$926K
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
$923K
BAM
179
Belpointe Asset Management
Nevada
$907K
BFA
180
Bill Few Associates
Pennsylvania
$904K
MHS
181
M Holdings Securities
Oregon
$895K
SPC
182
Sigma Planning Corp
Michigan
$874K
RIS
183
Richmond Investment Services
Wisconsin
$864K
AWM
184
Axxcess Wealth Management
California
$850K
AO
185
Advisor OS
Illinois
$842K
USCWA
186
U.S. Capital Wealth Advisors
Texas
$842K
GS
187
GWN Securities
Florida
$832K
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$813K
CFG
189
Certior Financial Group
Pennsylvania
$793K
DC
190
Davenport & Co
Virginia
$792K
OC
191
Oppenheimer & Co
New York
$786K
FCM
192
Fourpath Capital Management
Oklahoma
$785K
PTC
193
Private Trust Company
Ohio
$779K
BFA
194
Beacon Financial Advisory
Ohio
$743K
KOMWMG
195
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$725K
JCM
196
Jacobi Capital Management
Pennsylvania
$712K
LC
197
Landaas & Company
Wisconsin
$705K
FHC
198
First Heartland Consultants
Missouri
$686K
HF
199
HRT Financial
New York
$680K
FIM
200
Freedom Investment Management
Connecticut
$679K