CGUS icon

Capital Group Core Equity ETF

330 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
301
Marshall & Sterling Wealth Advisors
New York
$77.5K
CIR
302
Clear Investment Research
Georgia
$66.7K
FP
303
Financial Perspectives
Minnesota
$56.9K
WAS
304
Winch Advisory Services
Wisconsin
$43.9K
US Bancorp
305
US Bancorp
Minnesota
$41.2K
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$39.7K
HBW
307
Hazlett, Burt & Watson
West Virginia
$37K
BC
308
Barrett & Company
Rhode Island
$36.5K
ME
309
McIlrath & Eck
Washington
$33.2K
TC
310
Trust Company
Kansas
$31K
AGWCA
311
Annis Gardner Whiting Capital Advisors
Florida
$25.6K
CA
312
CoreCap Advisors
Michigan
$24.1K
WA
313
Whipplewood Advisors
Colorado
$20.6K
FFA
314
Farther Finance Advisors
California
$20.6K
BWL
315
Bogart Wealth LLC
Virginia
$19K
WIM
316
Westside Investment Management
California
$16.6K
AG
317
AmeriFlex Group
Nevada
$16K
AI
318
Arvest Investments
Arkansas
$15.1K
CI
319
CX Institutional
Indiana
$12K
BIG
320
Brooklyn Investment Group
New York
$11.7K
S
321
SignatureFD
Georgia
$11.3K
IHWM
322
Iron Horse Wealth Management
Iowa
$11K
NEWAS
323
N.E.W. Advisory Services
Wisconsin
$7.39K
PB
324
Pinnacle Bancorp
Nebraska
$7.09K
WTFG
325
Wood Tarver Financial Group
Idaho
$7K