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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
S
326
SignatureFD
Georgia
$11.3K
IHWM
327
Iron Horse Wealth Management
Iowa
$11K +$10.1K +297 New
NEWAS
328
N.E.W. Advisory Services
Wisconsin
$7.39K
PB
329
Pinnacle Bancorp
Nebraska
$7.09K
WTFG
330
Wood Tarver Financial Group
Idaho
$7K
CPBTD
331
Central Pacific Bank - Trust Division
Hawaii
$3.14K
RF
332
Rossby Financial
Florida
$2.55K
MAS
333
MPWM Advisory Solutions
Georgia
$1.29K
AWM
334
Abound Wealth Management
Tennessee
$1.18K +$1.09K +32 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$74
GS
336
GTS Securities
New York
-$3.01M -89,995 Closed
GSEP
337
Golden State Equity Partners
California
-$2.41M -72,227 Closed
TC
338
TownSquare Capital
Utah
-$1.85M -55,447 Closed
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
-$1.19M -35,593 Closed
ARC
340
Advisor Resource Council
Texas
-$1.06M -31,716 Closed
GLA
341
Good Life Advisors
Pennsylvania
-$590K -17,650 Closed
CWC
342
Carolinas Wealth Consulting
North Carolina
-$477K -14,277 Closed
FFA
343
Florida Financial Advisors
Florida
-$251K -7,505 Closed
IA
344
Integrity Alliance
Iowa
-$207K -6,188 Closed
SIM
345
Synergy Investment Management
Florida
-$96.4K -2,885 Closed
RMP
346
Richards, Merrill & Peterson
Washington
-$95.2K -2,850 Closed
MG
347
Mather Group
Illinois
-$87.2K -2,611 Closed
SFGP
348
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$39.7K -1,188 Closed
CAWM
349
Capital A Wealth Management
Pennsylvania
-$29.6K -886 Closed
CCM
350
Coldstream Capital Management
Washington
-$5.88K -176 Closed

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.