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Capital Group Core Equity ETF

383 hedge funds and large institutions have $5.86B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 230 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
Creative Planning
201
Creative Planning
Kansas
$1.15M
CIAS
202
Capital Investment Advisory Services
North Carolina
$1.14M
AO
203
Advisor OS
Illinois
$1.12M
USCWA
204
U.S. Capital Wealth Advisors
Texas
$1.07M
AF
205
Allworth Financial
California
$1.05M
FCM
206
Fourpath Capital Management
Oklahoma
$1.05M
BFG
207
Beto Financial Group
Idaho
$1.05M
MHS
208
M Holdings Securities
Oregon
$1.04M
MOS
209
MGO One Seven
Ohio
$1.03M
VWA
210
Visionary Wealth Advisors
Illinois
$1.01M
SWGC
211
Summit Wealth Group (Colorado)
Colorado
$1M
AFP
212
Ausdal Financial Partners
Iowa
$1M
BAM
213
Belpointe Asset Management
Nevada
$999K
AWM
214
Axxcess Wealth Management
California
$992K
PTC
215
Private Trust Company
Ohio
$978K
OL
216
Owen LaRue
Kentucky
$967K
CFG
217
Certior Financial Group
Pennsylvania
$943K
KOMWMG
218
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$941K
WSA
219
Wealth Science Advisors
Georgia
$926K
SL
220
Sentinus LLC
Illinois
$879K
AQR Capital Management
221
AQR Capital Management
Connecticut
$859K
SIC
222
Salem Investment Counselors
North Carolina
$836K
IAIM
223
International Assets Investment Management
Florida
$829K
Comerica Bank
224
Comerica Bank
Texas
$823K
TFA
225
Transamerica Financial Advisors
Florida
$816K