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Capital Group Core Equity ETF

319 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 33 funds opening new positions, 193 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,752% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $50K

227% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 59

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more funds holding

Funds holding: 305319 (+14)

0.34% more ownership

Funds ownership: 67.07%67.41% (+0.34%)

24% less capital invested

Capital invested by funds: $4.28B → $3.27B (-$1.01B)

Holders
319
Holders Change
+14
Holders Change %
+4.59%
% of All Funds
4.28%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
33
Increased
193
Reduced
59
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$23.4M -$377K -10,734 -2%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$22.8M +$2.27M +64,745 +11%
IPA
28
Investment Planning Advisors
Georgia
$21.8M +$4.66M +132,736 +26%
SIAS
29
Summit Investment Advisory Services
Minnesota
$21.2M +$103K +2,924 +0.5%
SB
30
Strategic Blueprint
Georgia
$19.9M +$2.83M +80,463 +16%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$18.7M +$6.78M +193,050 +53%
CSP
32
Cary Street Partners
Virginia
$18.4M +$10.2M +291,737 +113%
AF
33
Affiance Financial
Minnesota
$16.4M +$17.2M +490,885 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$14.8M +$2.16M +61,427 +16%
DADC
35
D.A. Davidson & Co
Montana
$14.5M +$32K +911 +0.2%
HI
36
Harbour Investments
Wisconsin
$13.7M -$860K -24,466 -6%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$13.5M +$889K +25,311 +7%
BCI
38
Brinker Capital Investments
Pennsylvania
$13.5M +$1.63M +46,340 +13%
OPS
39
Orion Portfolio Solutions
Nebraska
$13.5M +$1.63M +46,340 +13%
OMC
40
Old Mission Capital
Illinois
$12.8M +$13.5M +384,014 New
AFA
41
AA Financial Advisors
Ohio
$12.8M +$2.34M +66,733 +21%
VA
42
Valmark Advisers
Ohio
$12.6M +$3.58M +101,787 +37%
P
43
&Partners
Tennessee
$12.5M +$3.3M +93,947 +33%
BEI
44
Benjamin Edwards Inc
Missouri
$12.3M +$2M +57,036 +18%
FFS
45
Forge Financial Services
Oklahoma
$12.1M +$697K +19,837 +6%
AWS
46
Atria Wealth Solutions
New York
$12.1M +$469K +13,352 +4%
IA
47
IFP Advisors
Florida
$11.5M +$12M +341,153 +10,927%
BB
48
Burford Brothers
Texas
$11.4M -$36.3K -1,032 -0.3%
EWA
49
EverSource Wealth Advisors
Alabama
$10.8M +$3.01M +85,637 +36%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$10.7M -$2.49M -70,736 -18%

CGUS Hedge Fund Activity: Q1 2025 in Review

319 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2025, worth a combined $3.27B — down 24% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGUS positions and 15 closed out — a net gain of 18 holders — while 193 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $197M. The largest seller was Private Advisor Group, cutting an estimated $29.3M.

  • 319 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $3.27B of Capital Group Core Equity ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Equity ETF positions in Q1 2025 and 15 closed out, a net change of +18 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $197M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2025 was Private Advisor Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.