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Capital Group Core Equity ETF

94 hedge funds and large institutions have $309M invested in Capital Group Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
35
Increased
51
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$33.7M +$9.53M +424,107 +39%
LPL Financial
2
LPL Financial
California
$29.9M +$15M +668,060 +101%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.8M +$16.2M +719,408 +127%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$24.8M +$6.68M +297,542 +37%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.9M +$7.47M +332,447 +65%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$13.6M +$2.14M +95,426 +19%
RJA
7
Raymond James & Associates
Florida
$12.5M +$4.88M +217,174 +64%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.5M +$5.04M +224,460 +68%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$10.1M +$9.84M +438,217 +4,264%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.08M +$9.08M +404,305 New
SFA
11
Souders Financial Advisors
Ohio
$7.32M +$3.54M +157,608 +94%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.25M +$3.12M +139,030 +76%
SB
13
Strategic Blueprint
Georgia
$7.22M +$943K +41,992 +15%
MML Investors Services
14
MML Investors Services
Massachusetts
$6.39M +$2.3M +102,583 +56%
ASN
15
Advisory Services Network
Georgia
$5.81M +$4.34M +193,383 +296%
Jane Street
16
Jane Street
New York
$5.18M +$597K +26,560 +13%
P
17
&Partners
Tennessee
$4.63M +$2.96M +131,621 +177%
MHB
18
Midwest Heritage Bank
Iowa
$4.58M +$3.39M +150,817 +285%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.3M +$873K +38,885 +26%
FWS
20
FinDec Wealth Services
California
$4.15M +$4.15M +184,682 New
KAS
21
Kestra Advisory Services
Texas
$4.12M +$2.51M +111,894 +156%
CA
22
Cetera Advisors
Colorado
$3.93M +$3.54M +157,551 +914%
GSC
23
G&S Capital
Colorado
$3.64M +$3.64M +161,930 New
Stifel Financial
24
Stifel Financial
Missouri
$3.57M +$982K +43,725 +38%
LNC
25
Lincoln National Corp
Pennsylvania
$3.45M +$2.17M +96,551 +169%