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Capital Group Core Equity ETF

67 hedge funds and large institutions have $167M invested in Capital Group Core Equity ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
35
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$22M +$11.1M +543,776 +102%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.4M +$8.65M +424,262 +111%
LPL Financial
3
LPL Financial
California
$13.5M +$8.52M +418,138 +172%
CII
4
Capital International Inc
California
$12.6M +$12.6M +616,857 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$4.88M +239,328 +74%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.4M +$7.28M +357,139 +232%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.4M +$2.72M +133,472 +35%
RJA
8
Raymond James & Associates
Florida
$6.9M +$6.65M +326,107 +2,659%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.74M +$1.76M +86,328 +35%
SB
10
Strategic Blueprint
Georgia
$5.7M +$1.34M +65,857 +31%
Jane Street
11
Jane Street
New York
$4.16M +$4.16M +203,960 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.75M +$2.54M +124,777 +211%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.71M +$2.21M +108,443 +147%
SFA
14
Souders Financial Advisors
Ohio
$3.43M +$3.43M +168,225 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.11M +$1.75M +85,647 +128%
PA
16
Procyon Advisors
Connecticut
$2.48M +$97.7K +4,793 +4%
Stifel Financial
17
Stifel Financial
Missouri
$2.35M +$1.21M +59,478 +107%
OMC
18
Old Mission Capital
Illinois
$2.24M +$2.24M +109,690 New
DADC
19
D.A. Davidson & Co
Montana
$1.98M +$794K +38,949 +67%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$1.8M +$1.8M +88,132 New
P
21
&Partners
Tennessee
$1.53M +$902K +43,808 +144%
KAS
22
Kestra Advisory Services
Texas
$1.46M +$943K +46,294 +182%
ASN
23
Advisory Services Network
Georgia
$1.33M -$112K -5,502 -8%
PAG
24
Private Advisor Group
New Jersey
$1.33M +$690K +33,846 +108%
NA
25
NewEdge Advisors
Louisiana
$1.32M +$1.32M +64,796 New