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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
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$1.22M
LC
202
Landaas & Company
Wisconsin
$1.19M
BFA
203
Bill Few Associates
Pennsylvania
$1.19M
JCM
204
Jacobi Capital Management
Pennsylvania
$1.18M
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$1.17M
EWS
206
Evergreen Wealth Solutions
Pennsylvania
$1.17M
BL
207
Balentine LLC
Georgia
$1.17M
Creative Planning
208
Creative Planning
Kansas
$1.15M
CIAS
209
Capital Investment Advisory Services
North Carolina
$1.14M
AO
210
Advisor OS
Illinois
$1.12M
USCWA
211
U.S. Capital Wealth Advisors
Texas
$1.07M
AF
212
Allworth Financial
California
$1.05M
FCM
213
Fourpath Capital Management
Oklahoma
$1.05M
BFG
214
Beto Financial Group
Idaho
$1.05M
MHS
215
M Holdings Securities
Oregon
$1.04M
MOS
216
MGO One Seven
Ohio
$1.03M
VWA
217
Visionary Wealth Advisors
Illinois
$1.01M
SWGC
218
Summit Wealth Group (Colorado)
Colorado
$1M
AFP
219
Ausdal Financial Partners
Iowa
$1M
BAM
220
Belpointe Asset Management
Nevada
$999K
AWM
221
Axxcess Wealth Management
California
$992K
PTC
222
Private Trust Company
Ohio
$978K
OL
223
Owen LaRue
Kentucky
$967K
CFG
224
Certior Financial Group
Pennsylvania
$943K
KOMWMG
225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$941K