We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

335 hedge funds and large institutions have $4.01B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $602K | Put options by funds: $3K

170% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 73

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $3.27B → $4.01B (+$738M)

5% more funds holding

Funds holding: 319335 (+16)

0.69% more ownership

Funds ownership: 67.41%68.1% (+0.69%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
335
Holders Change
+16
Holders Change %
+5.02%
% of All Funds
4.41%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
36
Increased
197
Reduced
73
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
251
Eclectic Associates
California
$410K -$48.9K -1,436 -11%
CIAS
252
Capital Investment Advisory Services
North Carolina
$404K +$373K +10,936 New
TC
253
Trilogy Capital
California
$399K -$74.1K -2,175 -17%
UAG
254
United Advisor Group
Ohio
$396K +$8.69K +255 +2%
MOS
255
MGO One Seven
Ohio
$391K -$7.08K -208 -2%
MCA
256
MSH Capital Advisors
Arizona
$376K +$347K +10,185 New
RK
257
Rather & Kittrell
Tennessee
$372K +$2.73K +80 +0.8%
FSBI
258
Fearless Solutions (Best Invest)
Texas
$368K -$21.7K -636 -6%
HA
259
HFG Advisors
Ohio
$367K
IAG
260
Investmark Advisory Group
Connecticut
$361K -$11.8K -346 -3%
HA
261
Herold Advisors
New York
$360K +$332K +9,736 New
LWA
262
Lantern Wealth Advisors
New York
$360K +$332K +9,736 New
AI
263
Atria Investments
North Carolina
$356K +$69.1K +2,029 +27%
OL
264
Owen LaRue
Kentucky
$350K +$60.6K +1,779 +23%
CWM
265
Cornerstone Wealth Management
Missouri
$349K
PWM
266
Perigon Wealth Management
California
$346K +$30.6K +898 +11%
OP
267
ORG Partners
Indiana
$337K +$277K +8,131 +800%
SG
268
StoneX Group
New York
$337K -$50.2K -1,474 -14%
BFG
269
Beacon Financial Group
Texas
$332K +$102 +3 +0%
BWP
270
Balboa Wealth Partners
Arizona
$325K +$300K +8,795 New
GWSG
271
GPS Wealth Strategies Group
Colorado
$315K -$11.5K -337 -4%
NWMG
272
National Wealth Management Group
Ohio
$311K -$38.3K -1,125 -12%
DA
273
Detalus Advisors
Missouri
$311K
PI
274
PFG Investments
New York
$301K +$7.49K +220 +3%
AAP
275
Arax Advisory Partners
Colorado
$299K -$374K -10,990 -58%

CGUS Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2025, worth a combined $4.01B — up 23% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGUS positions and 17 closed out — a net gain of 19 holders — while 197 added to existing stakes and 73 trimmed.

The largest buyer was LPL Financial, adding an estimated $46M. The largest seller was Cary Street Partners, cutting an estimated $10.1M.

  • 335 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2025, up from 319 in Q1 2025.
  • Funds reported $4.01B of Capital Group Core Equity ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Equity ETF positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2025 was Cary Street Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.