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Capital Group Core Equity ETF

335 hedge funds and large institutions have $4.01B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $602K | Put options by funds: $3K

170% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 73

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $3.27B → $4.01B (+$738M)

5% more funds holding

Funds holding: 319335 (+16)

0.69% more ownership

Funds ownership: 67.41%68.1% (+0.69%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
335
Holders Change
+16
Holders Change %
+5.02%
% of All Funds
4.41%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
36
Increased
197
Reduced
73
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$91K
CCM
302
Chilton Capital Management
Texas
$86.1K +$47.6K +1,397 +149%
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$86K +$477 +14 +0.6%
FPB
304
First PREMIER Bank
South Dakota
$83K +$76.1K +2,234 New
MSWA
305
Marshall & Sterling Wealth Advisors
New York
$77.5K +$11.7K +342 +19%
CIR
306
Clear Investment Research
Georgia
$66.7K +$170 +5 +0.3%
FP
307
Financial Perspectives
Minnesota
$56.9K
WAS
308
Winch Advisory Services
Wisconsin
$43.9K +$68 +2 +0.2%
US Bancorp
309
US Bancorp
Minnesota
$41.2K +$25.2K +740 +197%
MWA
310
Medallion Wealth Advisors
Connecticut
$40.1K
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$39.7K +$36.7K +1,076 New
HBW
312
Hazlett, Burt & Watson
West Virginia
$37K
BC
313
Barrett & Company
Rhode Island
$36.5K
ME
314
McIlrath & Eck
Washington
$33.2K
TC
315
Trust Company
Kansas
$31K
AGWCA
316
Annis Gardner Whiting Capital Advisors
Florida
$25.6K +$1.23K +36 +5%
CA
317
CoreCap Advisors
Michigan
$24.1K -$66.5K -1,953 -75%
WA
318
Whipplewood Advisors
Colorado
$20.6K +$886 +26 +5%
FFA
319
Farther Finance Advisors
California
$20.6K +$19K +557 New
BWL
320
Bogart Wealth LLC
Virginia
$19K
WIM
321
Westside Investment Management
California
$16.6K +$15.3K +450 New
AG
322
AmeriFlex Group
Nevada
$16K -$45.1K -1,325 -75%
AI
323
Arvest Investments
Arkansas
$15.1K
CI
324
CX Institutional
Indiana
$12K
BIG
325
Brooklyn Investment Group
New York
$11.7K +$10.8K +318 New

CGUS Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2025, worth a combined $4.01B — up 23% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGUS positions and 17 closed out — a net gain of 19 holders — while 197 added to existing stakes and 73 trimmed.

The largest buyer was LPL Financial, adding an estimated $46M. The largest seller was Cary Street Partners, cutting an estimated $10.1M.

  • 335 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2025, up from 319 in Q1 2025.
  • Funds reported $4.01B of Capital Group Core Equity ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Equity ETF positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2025 was Cary Street Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.