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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
CAL
276
Capital Analysts LLC
Pennsylvania
$189K +$163K +4,649 +465%
TSMHT
277
Thurston Springer Miller Herd & Titak
Indiana
$171K +$80.6K +2,293 +81%
VWWMG
278
Vermillion & White Wealth Management Group
Pennsylvania
$124K +$131K +3,722 New
NCM
279
Northwest Capital Management
Oregon
$105K
SIM
280
Synergy Investment Management
Florida
$96.4K +$50.9K +1,450 +101%
RMP
281
Richards, Merrill & Peterson
Washington
$95.2K
MG
282
Mather Group
Illinois
$87.2K
CA
283
CoreCap Advisors
Michigan
$87K +$6.92K +197 +8%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$82.9K
LFG
285
Larson Financial Group
Missouri
$82.3K
MSFP
286
Mark Sheptoff Financial Planning
Connecticut
$77.3K +$36.9K +1,049 +83%
IWP
287
IAG Wealth Partners
Wisconsin
$72.8K +$64.1K +1,825 +514%
CIR
288
Clear Investment Research
Georgia
$60.1K +$1.09K +31 +2%
AG
289
AmeriFlex Group
Nevada
$58.8K +$46.6K +1,326 +306%
MSWA
290
Marshall & Sterling Wealth Advisors
New York
$58.7K +$61.7K +1,757 New
FP
291
Financial Perspectives
Minnesota
$51.5K
SFGP
292
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$39.7K +$351 +10 +0.8%
WAS
293
Winch Advisory Services
Wisconsin
$39.6K
MWA
294
Medallion Wealth Advisors
Connecticut
$36.4K +$9.2K +262 +32%
Simplex Trading
295
Simplex Trading
Illinois
$36K -$2.71K -77 -7%
OP
296
ORG Partners
Indiana
$34.1K -$69.5K -1,977 -66%
HBW
297
Hazlett, Burt & Watson
West Virginia
$33K
BC
298
Barrett & Company
Rhode Island
$33K -$176 -5 -0.5%
CCM
299
Chilton Capital Management
Texas
$31.2K +$32.8K +935 New
ME
300
McIlrath & Eck
Washington
$30.1K

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.