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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
226
Gladstone Institutional Advisory
Florida
$431K +$146K +4,385 +52%
TI
227
tru Independence
Oregon
$430K +$3.67K +110 +0.9%
EA
228
Eclectic Associates
California
$419K -$6.01K -180 -1%
AC
229
AlphaCore Capital
California
$411K +$411K +12,264 New
BCA
230
Bay Colony Advisors
Massachusetts
$410K +$152K +4,573 +59%
SW
231
Simplicity Wealth
New Jersey
$397K +$397K +11,874 New
Comerica Bank
232
Comerica Bank
Texas
$393K +$15.2K +456 +4%
NL
233
NWAM LLC
Washington
$389K +$969 +29 +0.2%
OWA
234
Octavia Wealth Advisors
Ohio
$388K -$5.56K -166 -1%
FIM
235
Freedom Investment Management
Connecticut
$388K +$11.5K +345 +3%
PTC
236
Private Trust Company
Ohio
$385K +$101K +3,037 +36%
OC
237
Oppenheimer & Co
New York
$375K +$40.1K +1,200 +12%
WFAG
238
Worth Financial Advisory Group
North Carolina
$371K +$167K +5,003 +82%
MOS
239
MGO One Seven
Ohio
$361K +$4.34K +130 +1%
HP
240
Holistic Planning
Texas
$359K +$4.24K +127 +1%
SG
241
StoneX Group
New York
$354K +$55.6K +1,661 +19%
UAG
242
United Advisor Group
Ohio
$350K – – –
IAG
243
Investmark Advisory Group
Connecticut
$338K – – –
RK
244
Rather & Kittrell
Tennessee
$333K +$31.7K +950 +11%
HA
245
HFG Advisors
Ohio
$331K -$29.8K -893 -8%
NWMG
246
National Wealth Management Group
Ohio
$319K -$1.34K -40 -0.4%
IAIM
247
International Assets Investment Management
Florida
$318K +$72.7K +2,177 +30%
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$317K -$81.1K -2,428 -20%
CWM
249
Cornerstone Wealth Management
Missouri
$316K -$50.6K -1,516 -14%
RIS
250
Richmond Investment Services
Wisconsin
$308K -$36.8K -1,102 -11%
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