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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 %
UAG
251
United Advisor Group
Ohio
$396K +$9.42K +255 +2%
MOS
252
MGO One Seven
Ohio
$391K -$7.68K -208 -2%
MCA
253
MSH Capital Advisors
Arizona
$376K +$376K +10,185 New
RK
254
Rather & Kittrell
Tennessee
$372K +$2.95K +80 +0.8%
HA
255
HFG Advisors
Ohio
$367K – – –
IAG
256
Investmark Advisory Group
Connecticut
$361K -$12.8K -346 -3%
HA
257
Herold Advisors
New York
$360K +$360K +9,736 New
LWA
258
Lantern Wealth Advisors
New York
$360K +$360K +9,736 New
AI
259
Atria Investments
North Carolina
$356K +$74.9K +2,029 +27%
OL
260
Owen LaRue
Kentucky
$350K +$65.7K +1,779 +23%
CWM
261
Cornerstone Wealth Management
Missouri
$349K – – –
PWM
262
Perigon Wealth Management
California
$346K +$33.2K +898 +11%
OP
263
ORG Partners
Indiana
$337K +$300K +8,131 +800%
SG
264
StoneX Group
New York
$337K -$54.6K -1,474 -14%
BFG
265
Beacon Financial Group
Texas
$332K +$111 +3 +0%
BWP
266
Balboa Wealth Partners
Arizona
$325K +$325K +8,795 New
GWSG
267
GPS Wealth Strategies Group
Colorado
$315K -$12.4K -337 -4%
DA
268
Detalus Advisors
Missouri
$311K – – –
PI
269
PFG Investments
New York
$301K +$8.13K +220 +3%
AAP
270
Arax Advisory Partners
Colorado
$299K -$406K -10,990 -58%
D.E. Shaw & Co
271
D.E. Shaw & Co
New York
$296K -$546K -14,793 -65%
TAM
272
Titleist Asset Management
Texas
$295K -$5.06K -137 -2%
FWS
273
FinDec Wealth Services
California
$286K -$602K -16,313 -68%
WEG
274
World Equity Group
Illinois
$279K -$43.3K -1,172 -13%
CA
275
CapWealth Advisors
Tennessee
$278K -$47K -1,274 -14%
9 10
11
12 13