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Capital Group Core Equity ETF

328 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, 192 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+14
Holders Change %
+4.46%
% of All Funds
4.4%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
192
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Shares
Change %
STA
201
Smith Thornton Advisors
Alabama
$679K +$37 +1 +0%
MWM
202
Mascagni Wealth Management
Mississippi
$677K -$286K -7,753 -30%
RIL
203
Rothschild Investment LLC
Illinois
$670K +$46.2K +1,251 +7%
AG
204
Ascent Group
Virginia
$639K -$18.9K -513 -3%
AF
205
Advisornet Financial
Minnesota
$636K +$160K +4,321 +34%
EA
206
Everpar Advisors
Oklahoma
$622K -$1.11K -30 -0.2%
PA
207
Procyon Advisors
Connecticut
$618K +$1.48K +40 +0.2%
HAIM
208
Hunter Associates Investment Management
Pennsylvania
$603K
TSWM
209
Tyler-Stone Wealth Management
Ohio
$601K +$80.3K +2,175 +15%
FA
210
Faithward Advisors
Pennsylvania
$593K
TA
211
TKG Advisors
Indiana
$589K +$73.3K +1,986 +14%
IAIM
212
International Assets Investment Management
Florida
$588K +$236K +6,398 +67%
HFA
213
High Falls Advisors
New York
$586K +$31.4K +849 +6%
WCM
214
Wellington Capital Management
Maryland
$585K +$585K +7,201 New
HP
215
Holistic Planning
Texas
$579K +$182K +4,940 +46%
HIM
216
Hanlon Investment Management
New Jersey
$579K +$10.2K +276 +2%
VWA
217
Visionary Wealth Advisors
Illinois
$575K +$20K +542 +4%
CL
218
CVFG LLC
Indiana
$560K +$56.2K +1,521 +11%
VC
219
Vicus Capital
Pennsylvania
$552K +$224K +6,055 +68%
SWM
220
Silverlake Wealth Management
Vermont
$540K -$1.18K -32 -0.2%
FLPIM
221
F.L. Putnam Investment Management
Massachusetts
$528K -$937K -25,385 -64%
HPC
222
Hobart Private Capital
North Carolina
$528K +$23.5K +637 +5%
CAL
223
Capital Analysts LLC
Pennsylvania
$520K +$311K +8,424 +149%
HAM
224
Harmony Asset Management
Arizona
$517K +$33.3K +901 +7%
Renaissance Technologies
225
Renaissance Technologies
New York
$513K +$513K +13,900 New