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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
Stifel Financial
26
Stifel Financial
Missouri
$38.5M +$4.83M +125,897 +15%
AssetMark Inc
27
AssetMark Inc
California
$37.8M +$3.95M +102,872 +12%
SFA
28
Souders Financial Advisors
Ohio
$36.7M -$166K -4,327 -0.5%
NA
29
NewEdge Advisors
Louisiana
$35.3M +$2.53M +65,948 +8%
SB
30
Strategic Blueprint
Georgia
$34.2M +$8.33M +217,061 +34%
SIAS
31
Summit Investment Advisory Services
Minnesota
$27.8M +$1.26M +32,736 +5%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$27.3M +$463K +12,061 +2%
Bank of America
33
Bank of America
North Carolina
$25M +$6.36M +165,725 +36%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$24.5M +$2.69M +70,007 +13%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$23.7M +$719K +18,718 +3%
BEI
36
Benjamin Edwards Inc
Missouri
$23.7M +$4.95M +129,020 +27%
P
37
&Partners
Tennessee
$21.5M +$3.37M +87,747 +19%
VA
38
Valmark Advisers
Ohio
$18.9M +$2.91M +75,660 +19%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$18.2M -$14.9M -388,587 -46%
HI
40
Harbour Investments
Wisconsin
$18.1M +$1.77M +46,116 +11%
BPA
41
Beacon Pointe Advisors
California
$17.9M +$12.9M +336,747 +290%
DADC
42
D.A. Davidson & Co
Montana
$17.7M +$173K +4,510 +1%
AIP
43
Ameritas Investment Partners
Nebraska
$17.1M +$16.6M +433,015 New
EWA
44
EverSource Wealth Advisors
Alabama
$17M +$1.82M +47,448 +12%
FFS
45
Forge Financial Services
Oklahoma
$17M +$1.4M +36,511 +9%
BCI
46
Brinker Capital Investments
Pennsylvania
$16.2M -$15.8K -412 -0.1%
AFA
47
AA Financial Advisors
Ohio
$15.9M +$766K +19,962 +5%
IA
48
IFP Advisors
Florida
$15.7M +$665K +17,322 +5%
IPA
49
Investment Planning Advisors
Georgia
$13.6M -$17M -443,185 -56%
BB
50
Burford Brothers
Texas
$13.6M +$409K +10,645 +3%

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.