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Capital Group Core Equity ETF

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
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
$190M 5,892,224 +1,311,729 +29%
LPL Financial
2
LPL Financial
California
$158M 4,913,710 +883,726 +22%
CGPCS
3
Capital Group Private Client Services
California
$117M 3,618,539 +301,844 +9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$79.8M 2,474,494 +270,168 +12%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$75.4M 2,339,083 +155,260 +7%
Morgan Stanley
6
Morgan Stanley
New York
$73.3M 2,273,259 +2,111,598 +1,306%
RJA
7
Raymond James & Associates
Florida
$71.3M 2,210,484 +670,052 +43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$66.8M 2,072,246 +91,644 +5%
Wells Fargo
9
Wells Fargo
California
$56.3M 1,745,019 +297,343 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$55.4M 1,716,830 +211,269 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$51M 1,580,257 +158,486 +11%
MML Investors Services
12
MML Investors Services
Massachusetts
$49.7M 1,541,616 +200,027 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$48.1M 1,492,704 +394,167 +36%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$39.6M 1,227,918 +1,158,209 +1,661%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$37.2M 1,152,470 +210,978 +22%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$29.6M 916,428 +2,894 +0.3%
Stifel Financial
17
Stifel Financial
Missouri
$28.8M 894,431 -296,739 -25%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$27M 838,407 +74,613 +10%
KAS
19
Kestra Advisory Services
Texas
$26.7M 826,369 +428,309 +108%
MHB
20
Midwest Heritage Bank
Iowa
$25.8M 800,030 +78,417 +11%
HIP
21
HUB Investment Partners
Texas
$24.7M 764,797 +134,875 +21%
SEI Investments
22
SEI Investments
Pennsylvania
$24.4M 755,464 +755,464 New
SFA
23
Souders Financial Advisors
Ohio
$24.3M 753,795 +14,173 +2%
AssetMark Inc
24
AssetMark Inc
California
$24M 745,305 +27,794 +4%
UBS Group
25
UBS Group
Switzerland
$21.6M 668,314 +192,165 +40%