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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

328 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, 192 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+14
Holders Change %
+4.46%
% of All Funds
4.4%
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
192
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
$598M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$381M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$142M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$178M
5
Morgan Stanley
Morgan Stanley
New York
$185M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$36.6M
3
CSP
Cary Street Partners
Virginia
$9.35M
4
AF
Affiance Financial
Minnesota
$9.69M
5
NA
NewEdge Advisors
Louisiana
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
276
Advance Capital Management
Michigan
$274K -$28.6K -775 -9%
HH
277
Hilltop Holdings
Texas
$258K +$258K +6,981 New
DWP
278
Daymark Wealth Partners
Ohio
$252K +$997 +27 +0.4%
IAP
279
Indie Asset Partners
Indiana
$247K -$3.69K -100 -1%
TSMHT
280
Thurston Springer Miller Herd & Titak
Indiana
$235K +$45.5K +1,231 +24%
IAS
281
Insigneo Advisory Services
Florida
$223K +$223K +6,030 New
KA
282
Kovack Advisors
Florida
$221K -$32.9K -891 -13%
NF
283
NavPoint Financial
Minnesota
$216K +$216K +5,839 New
AWM
284
Avior Wealth Management
Nebraska
$210K +$210K +5,690 New
WMA
285
West Michigan Advisors
Michigan
$205K +$205K +5,560 New
LBC
286
Leigh Baldwin & Co
New York
$203K +$203K +5,503 New
AL
287
ACAS LLC
California
$201K +$201K +5,212 New
CB
288
Commerce Bank
Missouri
$200K -$48K -1,300 -19%
FHA
289
First Horizon Advisors
Tennessee
$147K -$90.3K -2,446 -38%
VWWMG
290
Vermillion & White Wealth Management Group
Pennsylvania
$146K +$8.97K +243 +7%
NCM
291
Northwest Capital Management
Oregon
$116K – – –
Simplex Trading
292
Simplex Trading
Illinois
$106K +$66.3K +1,804 +167%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$102K – – –
IWP
294
IAG Wealth Partners
Wisconsin
$92.5K +$12K +325 +15%
LFG
295
Larson Financial Group
Missouri
$91K – – –
CCM
296
Chilton Capital Management
Texas
$86.1K +$51.6K +1,397 +149%
MSFP
297
Mark Sheptoff Financial Planning
Connecticut
$86K +$517 +14 +0.6%
FPB
298
First PREMIER Bank
South Dakota
$83K +$83K +2,234 New
MSWA
299
Marshall & Sterling Wealth Advisors
New York
$77.5K +$12.6K +342 +19%
CIR
300
Clear Investment Research
Georgia
$66.7K +$185 +5 +0.3%
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