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Capital Group Core Equity ETF

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

4% more funds holding

Funds holding: 335347 (+12)

2.12% more ownership

Funds ownership: 68.1%70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Ascent Group
Virginia
$587K -$93.7K -2,441 -14%
SWM
227
Silverlake Wealth Management
Vermont
$568K -$9.6K -250 -2%
AWA
228
Arkadios Wealth Advisors
Georgia
$567K +$35.9K +934 +7%
TFA
229
Transamerica Financial Advisors
Florida
$538K +$522K +13,583 New
SG
230
StoneX Group
New York
$531K +$166K +4,317 +47%
HIM
231
Hanlon Investment Management
New Jersey
$530K -$87.4K -2,276 -15%
TI
232
tru Independence
Oregon
$525K +$8.37K +218 +2%
TCWM
233
Total Clarity Wealth Management
Illinois
$523K -$10.1K -264 -2%
ACM
234
Advance Capital Management
Michigan
$522K +$222K +5,779 +78%
NL
235
NWAM LLC
Washington
$515K +$1.92K +50 +0.4%
HAM
236
Harmony Asset Management
Arizona
$505K -$47.3K -1,231 -9%
Ameriprise
237
Ameriprise
Minnesota
$504K +$35.5K +925 +8%
PA
238
Procyon Advisors
Connecticut
$493K -$164K -4,263 -25%
AQR Capital Management
239
AQR Capital Management
Connecticut
$492K
BCA
240
Bay Colony Advisors
Massachusetts
$492K +$4.45K +116 +0.9%
AC
241
AlphaCore Capital
California
$492K +$2.53K +66 +0.5%
GIA
242
Gladstone Institutional Advisory
Florida
$492K +$49K +1,275 +11%
CCA
243
Cravens & Co Advisors
Tennessee
$484K -$11.9K -311 -2%
TPF
244
Tribridge Partners Financial
Maryland
$481K
PCIA
245
Prime Capital Investment Advisors
Kansas
$479K
OWA
246
Octavia Wealth Advisors
Ohio
$476K +$7.03K +183 +2%
CCA
247
Cypress Capital Advisors
Tennessee
$476K -$9.06K -236 -2%
BWP
248
Balboa Wealth Partners
Arizona
$473K +$122K +3,179 +36%
MCA
249
MSH Capital Advisors
Arizona
$468K +$63.4K +1,651 +16%
MOS
250
MGO One Seven
Ohio
$458K +$38.2K +996 +9%

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.