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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.8%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
176
WealthCare Investment Partners
Rhode Island
$1.71M +$9.98K +250 +0.6%
KPWS
177
Kestra Private Wealth Services
Texas
$1.64M +$269K +6,744 +20%
HAS
178
HBW Advisory Services
California
$1.63M -$46.9K -1,175 -3%
CAL
179
Capital Analysts LLC
Pennsylvania
$1.63M +$359K +8,989 +29%
CFA
180
CWS Financial Advisors
Michigan
$1.59M -$51.1K -1,280 -3%
OP
181
ORG Partners
Indiana
$1.54M +$957K +23,970 +167%
OIA
182
OneDigital Investment Advisors
Kansas
$1.51M -$39.4K -986 -3%
IA
183
IFG Advisory
Georgia
$1.48M +$149K +3,742 +11%
LA
184
Lynch & Associates
Indiana
$1.45M +$71.8K +1,797 +5%
LC
185
Lincoln Capital
Nebraska
$1.45M +$258K +6,458 +22%
SF
186
Summit Financial
New Jersey
$1.44M +$389K +9,743 +37%
SPC
187
Sigma Planning Corp
Michigan
$1.44M +$278K +6,972 +24%
IWN
188
Independent Wealth Network
Iowa
$1.43M -$32.1K -805 -2%
RIS
189
Richmond Investment Services
Wisconsin
$1.43M +$407K +10,194 +40%
CAM
190
Cozad Asset Management
Illinois
$1.42M -$10.2K -255 -0.7%
Cerity Partners
191
Cerity Partners
New York
$1.41M +$151K +3,777 +12%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$1.38M -$1.04K -26 -0.1%
TWM
193
TCFG Wealth Management
California
$1.36M +$104K +2,601 +8%
SFS
194
Security Financial Services
Indiana
$1.36M +$370K +9,265 +38%
DAS
195
Diversify Advisory Services
Utah
$1.36M +$1.32M +32,974 New
VC
196
Vicus Capital
Pennsylvania
$1.32M +$303K +7,588 +30%
1WA
197
180 Wealth Advisors
Washington
$1.32M +$44.6K +1,118 +4%
GS
198
GWN Securities
Florida
$1.31M +$321K +8,047 +33%
OC
199
Oppenheimer & Co
New York
$1.27M +$260K +6,518 +26%
RFS
200
RM Financial Services
Maine
$1.25M +$1.24M +30,970 New