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Capital Group Core Equity ETF

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

4% more funds holding

Funds holding: 335347 (+12)

2.12% more ownership

Funds ownership: 68.1%70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
326
Medallion Wealth Advisors
Connecticut
$43K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$42.5K
BC
328
Barrett & Company
Rhode Island
$39K
ME
329
McIlrath & Eck
Washington
$35.6K
TC
330
Trust Company
Kansas
$33.2K
CA
331
CoreCap Advisors
Michigan
$30.9K +$4.92K +128 +20%
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$29.1K +$1.61K +42 +6%
Citigroup
333
Citigroup
New York
$26.2K +$25.5K +663 New
PB
334
Pinnacle Bancorp
Nebraska
$25.4K +$17.3K +450 +234%
FGAM
335
Financial Gravity Asset Management
Texas
$24.9K +$24.2K +630 New
BWL
336
Bogart Wealth LLC
Virginia
$20.3K
JGIA
337
Jackson Grant Investment Advisers
Connecticut
$19.8K +$19.2K +500 New
WIM
338
Westside Investment Management
California
$17.8K
AI
339
Arvest Investments
Arkansas
$16.2K
CI
340
CX Institutional
Indiana
$13K
S
341
SignatureFD
Georgia
$12.1K
TSMHT
342
Thurston Springer Miller Herd & Titak
Indiana
$9.66K -$235K -6,112 -96%
NEWAS
343
N.E.W. Advisory Services
Wisconsin
$7.91K
GSWM
344
Golden State Wealth Management
California
$4.98K +$4.84K +126 New
DF
345
Dunhill Financial
United Kingdom
$4.55K +$4.42K +115 New
MAS
346
MPWM Advisory Solutions
Georgia
$3.6K +$2.15K +56 +160%
CPBTD
347
Central Pacific Bank - Trust Division
Hawaii
$3.36K
RF
348
Rossby Financial
Florida
$2.74K
VF
349
Virtu Financial
New York
-$4.02M -108,747 Closed
WIC
350
Woodmont Investment Counsel
Tennessee
-$3.82M -103,409 Closed

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.