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Capital Group Core Equity ETF

391 hedge funds and large institutions have $5.88B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
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
BFA
201
Bill Few Associates
Pennsylvania
$1.19M
JCM
202
Jacobi Capital Management
Pennsylvania
$1.18M
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$1.17M
EWS
204
Evergreen Wealth Solutions
Pennsylvania
$1.17M
BL
205
Balentine LLC
Georgia
$1.17M
Creative Planning
206
Creative Planning
Kansas
$1.15M
CIAS
207
Capital Investment Advisory Services
North Carolina
$1.14M
AO
208
Advisor OS
Illinois
$1.12M
USCWA
209
U.S. Capital Wealth Advisors
Texas
$1.07M
AF
210
Allworth Financial
California
$1.05M
FCM
211
Fourpath Capital Management
Oklahoma
$1.05M
BFG
212
Beto Financial Group
Idaho
$1.05M
MHS
213
M Holdings Securities
Oregon
$1.04M
MOS
214
MGO One Seven
Ohio
$1.03M
VWA
215
Visionary Wealth Advisors
Illinois
$1.01M
SWGC
216
Summit Wealth Group (Colorado)
Colorado
$1M
AFP
217
Ausdal Financial Partners
Iowa
$1M
BAM
218
Belpointe Asset Management
Nevada
$999K
AWM
219
Axxcess Wealth Management
California
$992K
PTC
220
Private Trust Company
Ohio
$978K
OL
221
Owen LaRue
Kentucky
$967K
CFG
222
Certior Financial Group
Pennsylvania
$943K
KOMWMG
223
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$941K
NAS
224
NWF Advisory Services
California
$936K
WSA
225
Wealth Science Advisors
Georgia
$926K