Capital Group Core Equity ETF
CGUS
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.
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: 14 → 18 (+4)
4% more funds holding
Funds holding: 335 → 347 (+12)
2.12% more ownership
Funds ownership: 68.1% → 70.23% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$228M |
| 2 |
LPL Financial
San Diego,
California
|
+$143M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$76.2M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$52.2M |
| 5 |
Jane Street
New York
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPA
Investment Planning Advisors
Cumming,
Georgia
|
-$17M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$14.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$7.94M |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$6.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SNWA
351
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| – | -$2.17M | -57,722 | Closed |
|
|
PFGIA
352
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1.05M | -28,329 | Closed |
|
|
HF
353
HRT Financial
New York
| – | -$680K | -18,424 | Closed |
|
|
FIM
354
Freedom Investment Management
Hartford,
Connecticut
| – | -$679K | -18,392 | Closed |
|
|
SWGC
355
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| – | -$458K | -12,396 | Closed |
|
|
HA
356
Herold Advisors
New York
| – | -$360K | -9,736 | Closed |
|
357
Simplex Trading
Chicago,
Illinois
| – | -$106K | -2,886 | Closed |
|
|
WA
358
Whipplewood Advisors
Littleton,
Colorado
| – | -$20.6K | -557 | Closed |
|
|
BIG
359
Brooklyn Investment Group
Brooklyn,
New York
| – | -$11.7K | -318 | Closed |
|
|
WTFG
360
Wood Tarver Financial Group
Boise,
Idaho
| – | -$7K | -197 | Closed |
|
|
AWM
361
Abound Wealth Management
Franklin,
Tennessee
| – | -$1.18K | -32 | Closed |
|
|
MPWT
362
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$74 | -2 | 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.