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Capital Group Core Equity ETF

204 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
204
Holders Change
+21
Holders Change %
+11.48%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$143M 4,580,495 +383,922 +9%
LPL Financial
2
LPL Financial
California
$126M 4,029,984 +1,102,779 +38%
CGPCS
3
Capital Group Private Client Services
California
$103M 3,316,695 +103,049 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$68.7M 2,204,326 +413,898 +23%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$68M 2,183,823 +1,448,154 +197%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$61.7M 1,980,602 +355,935 +22%
RJA
7
Raymond James & Associates
Florida
$48M 1,540,432 +488,439 +46%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$46.9M 1,505,561 +23,619 +2%
Wells Fargo
9
Wells Fargo
California
$45.1M 1,447,676 +244,886 +20%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$44.3M 1,421,771 +104,718 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$41.8M 1,341,589 +68,539 +5%
Stifel Financial
12
Stifel Financial
Missouri
$37.1M 1,191,170 +767,357 +181%
CA
13
Cetera Advisors
Colorado
$36.1M 1,158,593 +286,273 +33%
Osaic Holdings
14
Osaic Holdings
Arizona
$34.2M 1,098,537 -760,883 -41%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29.3M 941,492 +255,795 +37%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$28.5M 913,534 +19,488 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$23.8M 763,794 +640,082 +517%
SFA
18
Souders Financial Advisors
Ohio
$23M 739,622 +19,999 +3%
MHB
19
Midwest Heritage Bank
Iowa
$22.5M 721,613 +101,785 +16%
AssetMark Inc
20
AssetMark Inc
California
$22.4M 717,511 -12,512 -2%
HIP
21
HUB Investment Partners
Texas
$19.6M 629,922 +599,548 +1,974%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$18.3M 588,264 +6,798 +1%
SIAS
23
Summit Investment Advisory Services
Minnesota
$17.8M 571,128 -25,588 -4%
UBS Group
24
UBS Group
Switzerland
$14.8M 476,149 +97,380 +26%
NA
25
NewEdge Advisors
Louisiana
$13.9M 444,884 +199,557 +81%