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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
CL
251
CIM LLC
New York
$452K +$10.1K +262 +2%
FLPIM
252
F.L. Putnam Investment Management
Massachusetts
$448K -$114K -2,976 -21%
FHC
253
First Heartland Consultants
Missouri
$447K -$280K -7,290 -39%
PWM
254
Perigon Wealth Management
California
$441K +$68.7K +1,790 +19%
EA
255
Eclectic Associates
California
$436K -$3.07K -80 -0.7%
TC
256
Trilogy Capital
California
$433K +$6.57K +171 +2%
UAG
257
United Advisor Group
Ohio
$425K +$653 +17 +0.2%
LWA
258
Lantern Wealth Advisors
New York
$398K +$12.4K +324 +3%
HA
259
HFG Advisors
Ohio
$392K
FSBI
260
Fearless Solutions (Best Invest)
Texas
$392K -$2.5K -65 -0.7%
CWM
261
Cornerstone Wealth Management
Missouri
$377K +$3.19K +83 +0.9%
Citadel Advisors
262
Citadel Advisors
Florida
$365K -$10.5M -274,485 -97%
Bank of New York Mellon
263
Bank of New York Mellon
New York
$355K +$345K +8,990 New
BFG
264
Beacon Financial Group
Texas
$351K -$3.46K -90 -1%
DA
265
Detalus Advisors
Missouri
$333K
PI
266
PFG Investments
New York
$323K +$845 +22 +0.3%
GWSG
267
GPS Wealth Strategies Group
Colorado
$320K -$16.7K -435 -5%
WFAG
268
Worth Financial Advisory Group
North Carolina
$319K -$118K -3,074 -28%
NWMG
269
National Wealth Management Group
Ohio
$313K -$20K -521 -6%
KA
270
Kovack Advisors
Florida
$312K +$73.5K +1,914 +32%
CB
271
Commerce Bank
Missouri
$306K +$89.3K +2,325 +43%
IAG
272
Investmark Advisory Group
Connecticut
$305K -$79.7K -2,076 -21%
CA
273
CapWealth Advisors
Tennessee
$297K
GM
274
GeoWealth Management
Illinois
$297K +$289K +7,520 New
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$297K +$199K +5,174 +222%

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.