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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

329 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, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.41%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
193
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$21.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
3
CSP
Cary Street Partners
Virginia
-$10.9M
4
AF
Affiance Financial
Minnesota
-$8.44M
5
NA
NewEdge Advisors
Louisiana
-$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
326
Rossby Financial
Florida
$2.55K – – –
MAS
327
MPWM Advisory Solutions
Georgia
$1.29K – – –
AWM
328
Abound Wealth Management
Tennessee
$1.18K +$1.18K +32 New
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$74 – – –
SIAS
330
Summit Investment Advisory Services
Minnesota
– -$21.2M -633,891 Closed
GS
331
GTS Securities
New York
– -$3.01M -89,995 Closed
GSEP
332
Golden State Equity Partners
California
– -$2.41M -72,227 Closed
TC
333
TownSquare Capital
Utah
– -$1.85M -55,447 Closed
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
– -$1.19M -35,593 Closed
ARC
335
Advisor Resource Council
Texas
– -$1.06M -31,716 Closed
GLA
336
Good Life Advisors
Pennsylvania
– -$590K -17,650 Closed
CWC
337
Carolinas Wealth Consulting
North Carolina
– -$477K -14,277 Closed
FFA
338
Florida Financial Advisors
Florida
– -$251K -7,505 Closed
IA
339
Integrity Alliance
Iowa
– -$207K -6,188 Closed
SIM
340
Synergy Investment Management
Florida
– -$96.4K -2,885 Closed
RMP
341
Richards, Merrill & Peterson
Washington
– -$95.2K -2,850 Closed
MG
342
Mather Group
Illinois
– -$87.2K -2,611 Closed
SFG
343
Stonebridge Financial Group
Pennsylvania
– -$39.7K -1,188 Closed
CCM
344
Coldstream Capital Management
Washington
– -$5.88K -176 Closed
AAG
345
Armstrong Advisory Group
Massachusetts
– -$2.83K -81 Closed
PMFA
346
Plante Moran Financial Advisors
Michigan
– -$2.67K -80 Closed
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