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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
NA
26
NewEdge Advisors
Louisiana
$30.5M -$6.11M -179,239 -18%
IPA
27
Investment Planning Advisors
Georgia
$29.1M +$4.62M +135,636 +21%
HIP
28
HUB Investment Partners
Texas
$27.7M +$1.72M +50,583 +7%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$25.2M -$253K -7,435 -1%
SIAS
30
Summit Investment Advisory Services
Minnesota
$24.8M +$1.27M +37,157 +6%
SB
31
Strategic Blueprint
Georgia
$23.9M +$1.76M +51,544 +9%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$21.4M +$719K +21,120 +4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$20.3M +$3.57M +104,883 +24%
BEI
34
Benjamin Edwards Inc
Missouri
$17.4M +$3.45M +101,158 +27%
Bank of America
35
Bank of America
North Carolina
$17.2M +$5.33M +156,332 +50%
P
36
&Partners
Tennessee
$16.9M +$2.74M +80,438 +21%
DADC
37
D.A. Davidson & Co
Montana
$16.4M +$313K +9,193 +2%
HI
38
Harbour Investments
Wisconsin
$15.2M +$67.1K +1,969 +0.5%
BCI
39
Brinker Capital Investments
Pennsylvania
$15.2M +$273K +8,028 +2%
VA
40
Valmark Advisers
Ohio
$14.9M +$872K +25,597 +7%
FFS
41
Forge Financial Services
Oklahoma
$14.6M +$935K +27,445 +8%
OMC
42
Old Mission Capital
Illinois
$14.3M +$125K +3,672 +1%
EWA
43
EverSource Wealth Advisors
Alabama
$14.1M +$2.07M +60,743 +19%
AFA
44
AA Financial Advisors
Ohio
$14.1M -$64.2K -1,885 -0.5%
IA
45
IFP Advisors
Florida
$14.1M +$1.23M +36,176 +11%
BB
46
Burford Brothers
Texas
$12.3M -$247K -7,262 -2%
EW
47
Entruity Wealth
California
$11.6M +$721K +21,162 +7%
DJSG
48
D.J. St. Germain
Massachusetts
$10.9M +$36K +1,058 +0.4%
AWS
49
Atria Wealth Solutions
New York
$10.7M -$2.42M -71,151 -20%
Citadel Advisors
50
Citadel Advisors
Florida
$10.5M +$9.66M +283,714 New

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.