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Capital Group Core Equity ETF

409 hedge funds and large institutions have $6.42B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 90

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $5.91B → $6.42B (+$506M)

4% more funds holding

Funds holding: 395409 (+14)

1.72% more ownership

Funds ownership: 71.5%73.21% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
41
Increased
229
Reduced
90
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.08B +$174M +4,319,582 +18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$536M +$97.3M +2,416,294 +21%
Raymond James Financial
3
Raymond James Financial
Florida
$338M +$60.2M +1,495,738 +20%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$292M +$66.5M +1,652,180 +27%
Wells Fargo
5
Wells Fargo
California
$264M +$64.5M +1,601,966 +30%
Morgan Stanley
6
Morgan Stanley
New York
$252M -$6.54M -162,406 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$243M +$15.1M +373,840 +6%
Capital International Investors
8
Capital International Investors
California
$232M +$123K +3,047 +0.1%
CGPCS
9
Capital Group Private Client Services
California
$196M +$16M +398,351 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$173M +$7.59M +188,400 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$163M +$12.9M +319,719 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$120M +$14.6M +363,415 +13%
MML Investors Services
13
MML Investors Services
Massachusetts
$114M -$19.4M -482,902 -14%
BEI
14
Benjamin Edwards Inc
Missouri
$106M +$81.4M +2,022,431 +276%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$96.4M +$10.1M +251,825 +11%
SEI Investments
16
SEI Investments
Pennsylvania
$90.2M +$13.6M +336,992 +17%
MFG
17
Merit Financial Group
Georgia
$88.6M +$4.58M +113,782 +5%
PAG
18
Private Advisor Group
New Jersey
$81.3M +$4.66M +115,820 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$80.9M -$2.03M -50,503 -2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$68.8M +$885K +21,985 +1%
UBS Group
21
UBS Group
Switzerland
$65.2M +$4.87M +120,891 +8%
VA
22
Valmark Advisers
Ohio
$51.2M +$26.9M +668,137 +100%
AssetMark Inc
23
AssetMark Inc
California
$50.8M +$6.16M +153,080 +13%
P
24
&Partners
Tennessee
$49.2M +$4.07M +101,003 +9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$49.2M +$3.24M +80,587 +7%