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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

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.8%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$1.22M +$264K +6,614 +28%
LC
202
Landaas & Company
Wisconsin
$1.19M +$415K +10,387 +54%
BFA
203
Bill Few Associates
Pennsylvania
$1.19M +$134K +3,358 +13%
JCM
204
Jacobi Capital Management
Pennsylvania
$1.18M +$355K +8,902 +44%
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$1.17M +$167K +4,182 +17%
EWS
206
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$12.5K +312 +1%
BL
207
Balentine LLC
Georgia
$1.17M
Creative Planning
208
Creative Planning
Kansas
$1.15M +$80.7K +2,020 +8%
CIAS
209
Capital Investment Advisory Services
North Carolina
$1.14M +$210K +5,267 +23%
AO
210
Advisor OS
Illinois
$1.12M +$129K +3,222 +13%
USCWA
211
U.S. Capital Wealth Advisors
Texas
$1.07M +$34.7K +870 +3%
AF
212
Allworth Financial
California
$1.05M +$36.9K +924 +4%
FCM
213
Fourpath Capital Management
Oklahoma
$1.05M +$114K +2,854 +12%
BFG
214
Beto Financial Group
Idaho
$1.05M +$1.02M +25,514 New
MHS
215
M Holdings Securities
Oregon
$1.04M +$60.5K +1,516 +6%
MOS
216
MGO One Seven
Ohio
$1.03M +$556K +13,912 +120%
VWA
217
Visionary Wealth Advisors
Illinois
$1.01M +$312K +7,811 +45%
SWGC
218
Summit Wealth Group (Colorado)
Colorado
$1M +$996K +24,936 New
AFP
219
Ausdal Financial Partners
Iowa
$1M +$242K +6,049 +32%
BAM
220
Belpointe Asset Management
Nevada
$999K
AWM
221
Axxcess Wealth Management
California
$992K -$1.48K -37 -0.1%
PTC
222
Private Trust Company
Ohio
$978K +$136K +3,399 +16%
OL
223
Owen LaRue
Kentucky
$967K +$44.5K +1,114 +5%
CFG
224
Certior Financial Group
Pennsylvania
$943K +$4.71K +118 +0.5%
KOMWMG
225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$941K +$56.7K +1,420 +6%