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Capital Group Core Equity ETF

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.43M
Puts
$50K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$539K
FA
202
Faithward Advisors
Pennsylvania
$536K
RA
203
RFG Advisory
Alabama
$527K
AQR Capital Management
204
AQR Capital Management
Connecticut
$527K
HIM
205
Hanlon Investment Management
New Jersey
$514K
WS
206
Wedbush Securities
California
$503K
VWA
207
Visionary Wealth Advisors
Illinois
$502K
HFA
208
High Falls Advisors
New York
$502K
GWM
209
Geneos Wealth Management
Colorado
$492K
SWM
210
Silverlake Wealth Management
Vermont
$489K
PCIA
211
Prime Capital Investment Advisors
Kansas
$488K
USCWA
212
U.S. Capital Wealth Advisors
Texas
$484K
TCWM
213
Total Clarity Wealth Management
Illinois
$483K
CWC
214
Carolinas Wealth Consulting
North Carolina
$477K
CCA
215
Cravens & Co Advisors
Tennessee
$475K
TSWM
216
Tyler-Stone Wealth Management
Ohio
$471K
VVP
217
Venture Visionary Partners
Ohio
$468K
TA
218
TKG Advisors
Indiana
$466K
TWM
219
TCFG Wealth Management
California
$458K
HPC
220
Hobart Private Capital
North Carolina
$456K
CL
221
CVFG LLC
Indiana
$456K
AWA
222
Arkadios Wealth Advisors
Georgia
$440K
HAM
223
Harmony Asset Management
Arizona
$437K
TC
224
Trilogy Capital
California
$433K
AF
225
Advisornet Financial
Minnesota
$431K