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Capital Group Core Equity ETF

56 hedge funds and large institutions have $113M invested in Capital Group Core Equity ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+37
Holders Change %
+194.74%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
13
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$19.9M -$695K -32,000 -3%
CGPCS
2
Capital Group Private Client Services
California
$11.6M +$8.64M +398,001 +293%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$10.6M +$10.6M +483,475 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.28M +$8.28M +381,325 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.18M +$6.14M +282,844 +301%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$7.07M +$7.07M +325,522 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.31M +$4.01M +184,582 +309%
LPL Financial
8
LPL Financial
California
$5.28M +$5.28M +243,265 New
SB
9
Strategic Blueprint
Georgia
$4.64M +$4.29M +197,728 +1,236%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.35M +$2.83M +130,544 +555%
PA
11
Procyon Advisors
Connecticut
$2.54M +$2.54M +116,947 New
AAS
12
Ameritas Advisory Services
Nebraska
$2.12M +$2.12M +97,800 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.04M +$2.04M +93,966 New
MML Investors Services
14
MML Investors Services
Massachusetts
$1.6M +$1.17M +53,762 +270%
ASN
15
Advisory Services Network
Georgia
$1.54M +$1.54M +70,816 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.45M +$1.34M +61,565 +1,200%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.28M +$1.28M +59,038 New
DADC
18
D.A. Davidson & Co
Montana
$1.26M +$1.26M +58,171 New
Stifel Financial
19
Stifel Financial
Missouri
$1.21M +$1.21M +55,805 New
Mariner
20
Mariner
Kansas
$1.03M +$1.03M +47,238 New
CWS
21
Confluence Wealth Services
Pennsylvania
$864K +$864K +36,523 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$811K +$368K +16,973 +83%
LNC
23
Lincoln National Corp
Pennsylvania
$811K +$811K +37,385 New
UBS Group
24
UBS Group
Switzerland
$782K +$782K +36,007 New
P
25
&Partners
Tennessee
$760K +$760K +30,506 New