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Capital Group Core Equity ETF

319 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 33 funds opening new positions, 193 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,752% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $50K

227% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 59

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more funds holding

Funds holding: 305319 (+14)

0.34% more ownership

Funds ownership: 67.07%67.41% (+0.34%)

24% less capital invested

Capital invested by funds: $4.28B → $3.27B (-$1.01B)

Holders
319
Holders Change
+14
Holders Change %
+4.59%
% of All Funds
4.28%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
33
Increased
193
Reduced
59
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trilogy Capital
California
$433K
AF
227
Advisornet Financial
Minnesota
$431K +$72.6K +2,067 +19%
GIA
228
Gladstone Institutional Advisory
Florida
$431K +$154K +4,385 +52%
TI
229
tru Independence
Oregon
$430K +$3.86K +110 +0.9%
EA
230
Eclectic Associates
California
$419K -$6.32K -180 -1%
AC
231
AlphaCore Capital
California
$411K +$431K +12,264 New
BCA
232
Bay Colony Advisors
Massachusetts
$410K +$161K +4,573 +59%
SW
233
Simplicity Wealth
New Jersey
$397K +$417K +11,874 New
Comerica Bank
234
Comerica Bank
Texas
$393K +$16K +456 +4%
NL
235
NWAM LLC
Washington
$389K +$1.02K +29 +0.2%
OWA
236
Octavia Wealth Advisors
Ohio
$388K -$5.83K -166 -1%
FIM
237
Freedom Investment Management
Connecticut
$388K +$12.1K +345 +3%
PTC
238
Private Trust Company
Ohio
$385K +$107K +3,037 +36%
OC
239
Oppenheimer & Co
New York
$375K +$42.2K +1,200 +12%
WFAG
240
Worth Financial Advisory Group
North Carolina
$371K +$176K +5,003 +82%
MOS
241
MGO One Seven
Ohio
$361K +$4.57K +130 +1%
HP
242
Holistic Planning
Texas
$359K +$4.46K +127 +1%
FSBI
243
Fearless Solutions (Best Invest)
Texas
$354K -$5.27K -150 -1%
SG
244
StoneX Group
New York
$354K +$58.4K +1,661 +19%
UAG
245
United Advisor Group
Ohio
$350K
IAG
246
Investmark Advisory Group
Connecticut
$338K
RK
247
Rather & Kittrell
Tennessee
$333K +$33.4K +950 +11%
HA
248
HFG Advisors
Ohio
$331K -$31.4K -893 -8%
MFG
249
Mission Financial Group
Nevada
$325K +$297K +8,452 New
NWMG
250
National Wealth Management Group
Ohio
$319K -$1.41K -40 -0.4%

CGUS Hedge Fund Activity: Q1 2025 in Review

319 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2025, worth a combined $3.27B — down 24% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGUS positions and 15 closed out — a net gain of 18 holders — while 193 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $197M. The largest seller was Private Advisor Group, cutting an estimated $29.3M.

  • 319 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $3.27B of Capital Group Core Equity ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Equity ETF positions in Q1 2025 and 15 closed out, a net change of +18 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $197M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2025 was Private Advisor Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.