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Capital Group Core Equity ETF

118 hedge funds and large institutions have $579M invested in Capital Group Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
65
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$56.4M +$6.05M +235,676 +12%
LPL Financial
2
LPL Financial
California
$51.1M +$6.82M +265,700 +15%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$41.2M +$1.39M +54,123 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.3M +$21.1M +820,173 +172%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.9M +$7.09M +275,898 +31%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$26M +$1.64M +64,048 +7%
RJA
7
Raymond James & Associates
Florida
$24.3M +$9.2M +358,347 +61%
Osaic Holdings
8
Osaic Holdings
Arizona
$22.3M +$5.56M +216,448 +33%
CA
9
Cetera Advisors
Colorado
$19.7M +$13.1M +509,726 +199%
SIAS
10
Summit Investment Advisory Services
Minnesota
$19.2M -$375K -14,603 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.4M +$132K +5,143 +0.7%
MML Investors Services
12
MML Investors Services
Massachusetts
$18.4M +$12.8M +498,394 +227%
SFA
13
Souders Financial Advisors
Ohio
$17.4M +$6.98M +271,944 +67%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$15.2M +$4.03M +156,774 +36%
MHB
15
Midwest Heritage Bank
Iowa
$14.3M +$383K +14,921 +3%
Jane Street
16
Jane Street
New York
$12.4M +$3.24M +126,208 +35%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11.5M -$994K -38,695 -8%
Stifel Financial
18
Stifel Financial
Missouri
$9.08M +$2.7M +105,218 +42%
Wells Fargo
19
Wells Fargo
California
$8.9M +$5.2M +202,317 +140%
SB
20
Strategic Blueprint
Georgia
$7.5M -$2.25M -87,775 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.07M +$391K +15,206 +6%
KAS
22
Kestra Advisory Services
Texas
$5.74M +$346K +13,485 +6%
P
23
&Partners
Tennessee
$5.55M +$206K +8,037 +4%
PAG
24
Private Advisor Group
New Jersey
$5.16M +$586K +22,775 +13%
LNC
25
Lincoln National Corp
Pennsylvania
$4.97M +$417K +16,251 +9%