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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

329 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.41%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
193
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$21.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
3
CSP
Cary Street Partners
Virginia
-$10.9M
4
AF
Affiance Financial
Minnesota
-$8.44M
5
NA
NewEdge Advisors
Louisiana
-$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$513K +$513K +13,898 New
TCWM
227
Total Clarity Wealth Management
Illinois
$498K -$12.3K -333 -2%
NL
228
NWAM LLC
Washington
$496K +$50.6K +1,323 +11%
AWA
229
Arkadios Wealth Advisors
Georgia
$495K +$9.34K +253 +2%
TI
230
tru Independence
Oregon
$483K +$7.57K +205 +2%
NAS
231
NWF Advisory Services
California
$473K +$225K +6,085 +91%
WS
232
Wedbush Securities
California
$471K -$86K -2,328 -15%
CCA
233
Cravens & Co Advisors
Tennessee
$464K -$62.1K -1,681 -12%
AQR Capital Management
234
AQR Capital Management
Connecticut
$460K -$123K -3,330 -21%
SFS
235
Security Financial Services
Indiana
$458K +$458K +12,409 New
SWGC
236
Summit Wealth Group (Colorado)
Colorado
$458K +$458K +12,396 New
AC
237
AlphaCore Capital
California
$457K +$2.93K +79 +0.6%
BCA
238
Bay Colony Advisors
Massachusetts
$456K +$1.11K +30 +0.2%
CCA
239
Cypress Capital Advisors
Tennessee
$454K -$172K -4,649 -27%
Comerica Bank
240
Comerica Bank
Texas
$451K +$15.9K +431 +4%
PCIA
241
Prime Capital Investment Advisors
Kansas
$448K -$91.7K -2,482 -17%
TPF
242
Tribridge Partners Financial
Maryland
$446K +$446K +12,065 New
OWA
243
Octavia Wealth Advisors
Ohio
$438K +$8.74K +236 +2%
Ameriprise
244
Ameriprise
Minnesota
$437K -$1.76M -47,524 -80%
CL
245
CIM LLC
New York
$413K +$151K +4,084 +58%
GIA
246
Gladstone Institutional Advisory
Florida
$412K -$64.2K -1,738 -13%
WFAG
247
Worth Financial Advisory Group
North Carolina
$411K +$1.03K +28 +0.3%
EA
248
Eclectic Associates
California
$410K -$53K -1,436 -11%
CIAS
249
Capital Investment Advisory Services
North Carolina
$404K +$404K +10,936 New
TC
250
Trilogy Capital
California
$399K -$80.3K -2,175 -17%
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