CGUS icon

Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
26
HUB Investment Partners
Texas
$23.4M -$359K -10,734 -2%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$22.8M +$2.16M +64,745 +11%
IPA
28
Investment Planning Advisors
Georgia
$21.8M +$4.43M +132,736 +26%
SIAS
29
Summit Investment Advisory Services
Minnesota
$21.2M +$97.7K +2,924 +0.5%
SB
30
Strategic Blueprint
Georgia
$19.9M +$2.69M +80,463 +16%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$18.7M +$6.45M +193,050 +53%
CSP
32
Cary Street Partners
Virginia
$18.4M +$9.74M +291,737 +113%
AF
33
Affiance Financial
Minnesota
$16.4M +$16.4M +490,885 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$14.8M +$2.05M +61,427 +16%
DADC
35
D.A. Davidson & Co
Montana
$14.5M +$30.4K +911 +0.2%
HI
36
Harbour Investments
Wisconsin
$13.7M -$817K -24,466 -6%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$13.5M +$845K +25,311 +7%
BCI
38
Brinker Capital Investments
Pennsylvania
$13.5M +$1.55M +46,340 +13%
OPS
39
Orion Portfolio Solutions
Nebraska
$13.5M +$1.55M +46,340 +13%
OMC
40
Old Mission Capital
Illinois
$12.8M +$12.8M +384,014 New
AFA
41
AA Financial Advisors
Ohio
$12.8M +$2.23M +66,733 +21%
VA
42
Valmark Advisers
Ohio
$12.6M +$3.4M +101,787 +37%
P
43
&Partners
Tennessee
$12.5M +$3.13M +93,947 +33%
BEI
44
Benjamin Edwards Inc
Missouri
$12.3M +$1.91M +57,036 +18%
FFS
45
Forge Financial Services
Oklahoma
$12.1M +$663K +19,837 +6%
AWS
46
Atria Wealth Solutions
New York
$12.1M +$447K +13,352 +4%
IA
47
IFP Advisors
Florida
$11.5M +$11.4M +341,153 +10,927%
BB
48
Burford Brothers
Texas
$11.4M -$34.5K -1,032 -0.3%
EWA
49
EverSource Wealth Advisors
Alabama
$10.8M +$2.86M +85,637 +36%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$10.7M -$2.36M -70,736 -18%
1
2
3 4 5