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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$1.35M +$42.3K +1,050 +3%
LC
202
Lincoln Capital
Nebraska
$1.34M -$43K -1,069 -3%
OC
203
Oppenheimer & Co
New York
$1.32M +$113K +2,805 +9%
LC
204
Landaas & Company
Wisconsin
$1.31M +$178K +4,429 +15%
BFA
205
Bill Few Associates
Pennsylvania
$1.29M +$170K +4,212 +14%
1WA
206
180 Wealth Advisors
Washington
$1.27M +$6.16K +153 +0.5%
JCM
207
Jacobi Capital Management
Pennsylvania
$1.26M +$139K +3,463 +12%
FCM
208
Fourpath Capital Management
Oklahoma
$1.19M +$195K +4,852 +19%
RFS
209
RM Financial Services
Maine
$1.18M -$11.4K -283 -0.9%
PTC
210
Private Trust Company
Ohio
$1.17M +$251K +6,239 +26%
AO
211
Advisor OS
Illinois
$1.14M +$77.7K +1,929 +7%
BL
212
Balentine LLC
Georgia
$1.12M
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$1.11M -$4.83K -120 -0.4%
AFP
214
Ausdal Financial Partners
Iowa
$1.1M +$153K +3,789 +15%
USCWA
215
U.S. Capital Wealth Advisors
Texas
$1.05M +$35.5K +882 +3%
SWGC
216
Summit Wealth Group (Colorado)
Colorado
$1.05M +$97K +2,408 +10%
MHS
217
M Holdings Securities
Oregon
$1.04M +$46.2K +1,147 +4%
Creative Planning
218
Creative Planning
Kansas
$1.03M -$64.9K -1,612 -6%
VWA
219
Visionary Wealth Advisors
Illinois
$1.03M +$72.5K +1,800 +7%
KOMWMG
220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1M +$109K +2,719 +12%
BAM
221
Belpointe Asset Management
Nevada
$996K +$43.9K +1,090 +4%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$978K +$982K +24,387 +2,266%
OL
223
Owen LaRue
Kentucky
$972K +$50.2K +1,247 +5%
NAS
224
NWF Advisory Services
California
$962K +$71.3K +1,771 +8%
MOS
225
MGO One Seven
Ohio
$957K -$23.5K -583 -2%