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Capital Group Core Equity ETF

107 hedge funds and large institutions have $399M invested in Capital Group Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
61
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$46.4M +$10.8M +457,186 +30%
LPL Financial
2
LPL Financial
California
$40.9M +$9.4M +396,627 +30%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$36.8M +$6.33M +267,130 +21%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21M -$5.13M -216,473 -20%
SIAS
5
Summit Investment Advisory Services
Minnesota
$18.1M +$17.8M +751,457 +6,950%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$16.9M +$2.51M +106,162 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$15.4M +$2.26M +95,183 +17%
RJA
8
Raymond James & Associates
Florida
$13.9M +$776K +32,764 +6%
MHB
9
Midwest Heritage Bank
Iowa
$12.8M +$8M +337,579 +166%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.6M +$927K +39,147 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.3M +$3.67M +154,978 +48%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$10.3M +$708K +29,894 +7%
SFA
13
Souders Financial Advisors
Ohio
$9.58M +$1.86M +78,422 +24%
SB
14
Strategic Blueprint
Georgia
$9M +$1.38M +58,367 +18%
Jane Street
15
Jane Street
New York
$8.46M +$2.99M +126,405 +55%
ASN
16
Advisory Services Network
Georgia
$7.26M +$1.14M +47,968 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.16M +$1.63M +68,864 +36%
CA
18
Cetera Advisors
Colorado
$6.07M +$1.93M +81,630 +47%
Stifel Financial
19
Stifel Financial
Missouri
$5.88M +$2.12M +89,403 +56%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.19M -$1.55M -65,470 -23%
P
21
&Partners
Tennessee
$5.01M +$48.2K +1,999 +1%
KAS
22
Kestra Advisory Services
Texas
$4.97M +$622K +26,255 +14%
FWS
23
FinDec Wealth Services
California
$4.41M +$36.7K +1,548 +0.8%
PAG
24
Private Advisor Group
New Jersey
$4.21M +$653K +27,545 +18%
LNC
25
Lincoln National Corp
Pennsylvania
$4.2M +$564K +23,811 +16%