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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
CAWM
301
Capital A Wealth Management
Pennsylvania
$29.6K -$3.37K -96 -10%
TC
302
Trust Company
Kansas
$28.1K
AGWCA
303
Annis Gardner Whiting Capital Advisors
Florida
$22K +$1.79K +51 +8%
WA
304
Whipplewood Advisors
Colorado
$17.4K +$386 +11 +2%
BWL
305
Bogart Wealth LLC
Virginia
$17.2K +$18.1K +514 New
AI
306
Arvest Investments
Arkansas
$13.7K
US Bancorp
307
US Bancorp
Minnesota
$12.5K +$13.2K +375 New
CI
308
CX Institutional
Indiana
$11K +$11.6K +330 New
S
309
SignatureFD
Georgia
$10.2K
NEWAS
310
N.E.W. Advisory Services
Wisconsin
$6.68K +$7.03K +200 New
WTFG
311
Wood Tarver Financial Group
Idaho
$6.58K
PB
312
Pinnacle Bancorp
Nebraska
$6.41K +$6.75K +192 New
CCM
313
Coldstream Capital Management
Washington
$5.88K +$6.18K +176 New
CPBTD
314
Central Pacific Bank - Trust Division
Hawaii
$2.84K
AAG
315
Armstrong Advisory Group
Massachusetts
$2.83K
PMFA
316
Plante Moran Financial Advisors
Michigan
$2.67K +$2.81K +80 New
RF
317
Rossby Financial
Florida
$2.26K +$2.42K +69 New
MAS
318
MPWM Advisory Solutions
Georgia
$1.17K +$1.23K +35 New
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$67 +$70 +2 New
IAA
320
Independent Advisor Alliance
North Carolina
-$8.38M -239,737 Closed
CFGS
321
Concourse Financial Group Securities
Alabama
-$3.92M -108,916 Closed
Renaissance Technologies
322
Renaissance Technologies
New York
-$2.35M -67,100 Closed
AFM
323
Armstrong Fleming & Moore
District of Columbia
-$1.33M -38,130 Closed
CWA
324
Cornerstone Wealth Advisors
Minnesota
-$315K -9,013 Closed
IAS
325
Insigneo Advisory Services
Florida
-$204K -5,823 Closed

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.