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Capital Group Core Equity ETF

383 hedge funds and large institutions have $5.86B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFG Advisory
Georgia
$1.48M
LA
177
Lynch & Associates
Indiana
$1.45M
LC
178
Lincoln Capital
Nebraska
$1.45M
SF
179
Summit Financial
New Jersey
$1.44M
SPC
180
Sigma Planning Corp
Michigan
$1.44M
IWN
181
Independent Wealth Network
Iowa
$1.43M
RIS
182
Richmond Investment Services
Wisconsin
$1.43M
CAM
183
Cozad Asset Management
Illinois
$1.42M
Cerity Partners
184
Cerity Partners
New York
$1.41M
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$1.38M
TWM
186
TCFG Wealth Management
California
$1.36M
SFS
187
Security Financial Services
Indiana
$1.36M
DAS
188
Diversify Advisory Services
Utah
$1.36M
VC
189
Vicus Capital
Pennsylvania
$1.32M
1WA
190
180 Wealth Advisors
Washington
$1.32M
GS
191
GWN Securities
Florida
$1.31M
OC
192
Oppenheimer & Co
New York
$1.27M
RFS
193
RM Financial Services
Maine
$1.25M
DC
194
Davenport & Co
Virginia
$1.22M
LC
195
Landaas & Company
Wisconsin
$1.19M
BFA
196
Bill Few Associates
Pennsylvania
$1.19M
JCM
197
Jacobi Capital Management
Pennsylvania
$1.18M
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$1.17M
EWS
199
Evergreen Wealth Solutions
Pennsylvania
$1.17M
BL
200
Balentine LLC
Georgia
$1.17M