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Capital Group Core Equity ETF

183 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
183
Holders Change
+35
Holders Change %
+23.65%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M 4,196,573 +569,520 +16%
CGPCS
2
Capital Group Private Client Services
California
$90.9M 3,213,646 +882,224 +38%
LPL Financial
3
LPL Financial
California
$82.8M 2,927,205 +490,875 +20%
Osaic Holdings
4
Osaic Holdings
Arizona
$52.6M 1,859,420 +587,567 +46%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$50.7M 1,790,428 +132,877 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$46M 1,624,667 +472,429 +41%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$41.9M 1,481,942 +288,340 +24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$37.3M 1,317,053 +482,707 +58%
MML Investors Services
9
MML Investors Services
Massachusetts
$36M 1,273,050 +353,082 +38%
Wells Fargo
10
Wells Fargo
California
$34M 1,202,790 +669,916 +126%
RJA
11
Raymond James & Associates
Florida
$29.8M 1,051,993 +63,800 +6%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$25.3M 894,046 +209,853 +31%
CA
13
Cetera Advisors
Colorado
$24.7M 872,320 +20,167 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$20.8M 735,669 +81,435 +12%
AssetMark Inc
15
AssetMark Inc
California
$20.7M 730,023 +54,272 +8%
SFA
16
Souders Financial Advisors
Ohio
$20.4M 719,623 +50,659 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.4M 685,697 +185,987 +37%
MHB
18
Midwest Heritage Bank
Iowa
$17.5M 619,828 +15,049 +2%
SIAS
19
Summit Investment Advisory Services
Minnesota
$16.9M 596,716 +11,536 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$16.5M 581,466 +52,425 +10%
Stifel Financial
21
Stifel Financial
Missouri
$12M 423,813 +46,750 +12%
UBS Group
22
UBS Group
Switzerland
$10.7M 378,769 +103,795 +38%
VFPI
23
Vantage Financial Partners (Illinois)
Illinois
$9.8M 346,377 +189,573 +121%
KAS
24
Kestra Advisory Services
Texas
$9.45M 333,956 +95,362 +40%
SB
25
Strategic Blueprint
Georgia
$9.11M 321,747 +28,761 +10%