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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 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 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
276
Synergy Investment Management
Florida
$96.4K +$48.4K +1,450 +101%
RMP
277
Richards, Merrill & Peterson
Washington
$95.2K – – –
MG
278
Mather Group
Illinois
$87.2K – – –
CA
279
CoreCap Advisors
Michigan
$87K +$6.58K +197 +8%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$82.9K – – –
LFG
281
Larson Financial Group
Missouri
$82.3K – – –
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$77.3K +$35K +1,049 +83%
IWP
283
IAG Wealth Partners
Wisconsin
$72.8K +$61K +1,825 +514%
CIR
284
Clear Investment Research
Georgia
$60.1K +$1.04K +31 +2%
AG
285
AmeriFlex Group
Nevada
$58.8K +$44.3K +1,326 +306%
MSWA
286
Marshall & Sterling Wealth Advisors
New York
$58.7K +$58.7K +1,757 New
FP
287
Financial Perspectives
Minnesota
$51.5K – – –
SFG
288
Stonebridge Financial Group
Pennsylvania
$39.7K +$334 +10 +0.8%
WAS
289
Winch Advisory Services
Wisconsin
$39.6K – – –
Simplex Trading
290
Simplex Trading
Illinois
$36K -$2.56K -77 -7%
OP
291
ORG Partners
Indiana
$34.1K -$66.2K -1,977 -66%
HBW
292
Hazlett, Burt & Watson
West Virginia
$33K – – –
BC
293
Barrett & Company
Rhode Island
$33K -$167 -5 -0.5%
CCM
294
Chilton Capital Management
Texas
$31.2K +$31.2K +935 New
ME
295
McIlrath & Eck
Washington
$30.1K – – –
CAWM
296
Capital A Wealth Management
Pennsylvania
$29.6K -$3.21K -96 -10%
TC
297
Trust Company
Kansas
$28.1K – – –
AGWCA
298
Annis Gardner Whiting Capital Advisors
Florida
$22K +$1.71K +51 +8%
WA
299
Whipplewood Advisors
Colorado
$17.4K +$360 +11 +2%
BWL
300
Bogart Wealth LLC
Virginia
$17.2K +$17.2K +514 New
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