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Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
201
Freedom Investment Management
Connecticut
$679K
STA
202
Smith Thornton Advisors
Alabama
$679K
MWM
203
Mascagni Wealth Management
Mississippi
$677K
RIL
204
Rothschild Investment LLC
Illinois
$670K
AG
205
Ascent Group
Virginia
$639K
AF
206
Advisornet Financial
Minnesota
$636K
EA
207
Everpar Advisors
Oklahoma
$622K
PA
208
Procyon Advisors
Connecticut
$618K
HAIM
209
Hunter Associates Investment Management
Pennsylvania
$603K
TSWM
210
Tyler-Stone Wealth Management
Ohio
$601K
FA
211
Faithward Advisors
Pennsylvania
$593K
TA
212
TKG Advisors
Indiana
$589K
IAIM
213
International Assets Investment Management
Florida
$588K
HFA
214
High Falls Advisors
New York
$586K
WCM
215
Wellington Capital Management
Maryland
$585K
HP
216
Holistic Planning
Texas
$579K
HIM
217
Hanlon Investment Management
New Jersey
$579K
VWA
218
Visionary Wealth Advisors
Illinois
$575K
CL
219
CVFG LLC
Indiana
$560K
VC
220
Vicus Capital
Pennsylvania
$552K
SWM
221
Silverlake Wealth Management
Vermont
$540K
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$528K
HPC
223
Hobart Private Capital
North Carolina
$528K
CAL
224
Capital Analysts LLC
Pennsylvania
$520K
HAM
225
Harmony Asset Management
Arizona
$517K