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Capital Group Core Equity ETF

330 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, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
Name Holding Trade Value Shares
Change
Change in
Stake
STA
201
Smith Thornton Advisors
Alabama
$679K
MWM
202
Mascagni Wealth Management
Mississippi
$677K
RIL
203
Rothschild Investment LLC
Illinois
$670K
AG
204
Ascent Group
Virginia
$639K
AF
205
Advisornet Financial
Minnesota
$636K
EA
206
Everpar Advisors
Oklahoma
$622K
PA
207
Procyon Advisors
Connecticut
$618K
HAIM
208
Hunter Associates Investment Management
Pennsylvania
$603K
TSWM
209
Tyler-Stone Wealth Management
Ohio
$601K
FA
210
Faithward Advisors
Pennsylvania
$593K
TA
211
TKG Advisors
Indiana
$589K
IAIM
212
International Assets Investment Management
Florida
$588K
HFA
213
High Falls Advisors
New York
$586K
WCM
214
Wellington Capital Management
Maryland
$585K
HP
215
Holistic Planning
Texas
$579K
HIM
216
Hanlon Investment Management
New Jersey
$579K
VWA
217
Visionary Wealth Advisors
Illinois
$575K
CL
218
CVFG LLC
Indiana
$560K
VC
219
Vicus Capital
Pennsylvania
$552K
SWM
220
Silverlake Wealth Management
Vermont
$540K
FLPIM
221
F.L. Putnam Investment Management
Massachusetts
$528K
HPC
222
Hobart Private Capital
North Carolina
$528K
CAL
223
Capital Analysts LLC
Pennsylvania
$520K
HAM
224
Harmony Asset Management
Arizona
$517K
Renaissance Technologies
225
Renaissance Technologies
New York
$513K