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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
IAIM
251
International Assets Investment Management
Florida
$318K +$76.5K +2,177 +30%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$317K -$85.3K -2,428 -20%
CWM
253
Cornerstone Wealth Management
Missouri
$316K -$53.3K -1,516 -14%
RIS
254
Richmond Investment Services
Wisconsin
$308K -$38.7K -1,102 -11%
BFG
255
Beacon Financial Group
Texas
$300K -$113K -3,211 -26%
VC
256
Vicus Capital
Pennsylvania
$297K +$312K +8,882 New
GWSG
257
GPS Wealth Strategies Group
Colorado
$296K +$34.7K +987 +13%
CA
258
CapWealth Advisors
Tennessee
$294K -$17.1K -486 -5%
WEG
259
World Equity Group
Illinois
$291K +$50.8K +1,446 +20%
PWM
260
Perigon Wealth Management
California
$283K +$7.87K +224 +3%
DA
261
Detalus Advisors
Missouri
$281K
ACM
262
Advance Capital Management
Michigan
$274K
TAM
263
Titleist Asset Management
Texas
$271K +$20.6K +586 +8%
PI
264
PFG Investments
New York
$265K
OL
265
Owen LaRue
Kentucky
$257K +$271K +7,705 New
AI
266
Atria Investments
North Carolina
$254K +$5.66K +161 +2%
FFA
267
Florida Financial Advisors
Florida
$251K +$264K +7,505 New
CL
268
CIM LLC
New York
$237K -$33.8K -963 -12%
KA
269
Kovack Advisors
Florida
$230K +$949 +27 +0.4%
DWP
270
Daymark Wealth Partners
Ohio
$227K -$27.4K -780 -10%
IAP
271
Indie Asset Partners
Indiana
$227K
CB
272
Commerce Bank
Missouri
$224K
NAS
273
NWF Advisory Services
California
$224K -$15.4K -437 -6%
FHA
274
First Horizon Advisors
Tennessee
$215K
IA
275
Integrity Alliance
Iowa
$207K +$217K +6,188 New

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.