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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 %
AI
301
Arvest Investments
Arkansas
$13.7K – – –
US Bancorp
302
US Bancorp
Minnesota
$12.5K +$12.5K +375 New
CI
303
CX Institutional
Indiana
$11K +$11K +330 New
S
304
SignatureFD
Georgia
$10.2K – – –
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$6.68K +$6.68K +200 New
WTFG
306
Wood Tarver Financial Group
Idaho
$6.58K – – –
PB
307
Pinnacle Bancorp
Nebraska
$6.41K +$6.41K +192 New
CCM
308
Coldstream Capital Management
Washington
$5.88K +$5.88K +176 New
CPBTD
309
Central Pacific Bank - Trust Division
Hawaii
$2.84K – – –
AAG
310
Armstrong Advisory Group
Massachusetts
$2.83K – – –
PMFA
311
Plante Moran Financial Advisors
Michigan
$2.67K +$2.67K +80 New
RF
312
Rossby Financial
Florida
$2.26K +$2.26K +69 New
MAS
313
MPWM Advisory Solutions
Georgia
$1.17K +$1.17K +35 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$67 +$67 +2 New
IAA
315
Independent Advisor Alliance
North Carolina
– -$8.38M -239,737 Closed
CFGS
316
Concourse Financial Group Securities
Alabama
– -$3.92M -108,916 Closed
Renaissance Technologies
317
Renaissance Technologies
New York
– -$2.35M -67,100 Closed
AFM
318
Armstrong Fleming & Moore
District of Columbia
– -$1.33M -38,130 Closed
CWA
319
Cornerstone Wealth Advisors
Minnesota
– -$315K -9,013 Closed
IAS
320
Insigneo Advisory Services
Florida
– -$204K -5,823 Closed
PCS
321
Private Client Services
Kentucky
– -$200K -5,727 Closed
AL
322
ACAS LLC
California
– -$203K -5,561 Closed
LDB
323
Lee, Danner & Bass
Tennessee
– -$121K -3,450 Closed
OC
324
Oarsman Capital
Wisconsin
– -$96.2K -2,750 Closed
SIC
325
Salem Investment Counselors
North Carolina
– -$64.6K -1,847 Closed
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