CGUS icon

Capital Group Core Equity ETF

407 hedge funds and large institutions have $6.37B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 228 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$47.5M
MHB
27
Midwest Heritage Bank
Iowa
$40.5M
KAS
28
Kestra Advisory Services
Texas
$39.6M
HIP
29
HUB Investment Partners
Texas
$39.5M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$38.9M
SFA
31
Souders Financial Advisors
Ohio
$38.3M
Bank of America
32
Bank of America
North Carolina
$37.6M
SOS
33
Silver Oak Securities
Tennessee
$36.1M
EH
34
Equitable Holdings
New York
$26.6M
BW
35
BIP Wealth
Georgia
$26.5M
VAS
36
Vestmark Advisory Solutions
Massachusetts
$24M
HAG
37
HighPoint Advisor Group
Illinois
$23M
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$22.6M
DADC
39
D.A. Davidson & Co
Montana
$21.5M
AFA
40
AA Financial Advisors
Ohio
$20.6M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$20.3M
EWA
42
EverSource Wealth Advisors
Alabama
$19.1M
SIAS
43
Summit Investment Advisory Services
Minnesota
$18.5M
BPA
44
Beacon Pointe Advisors
California
$18.4M
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$18.3M
BCI
46
Brinker Capital Investments
Pennsylvania
$17.9M
HI
47
Harbour Investments
Wisconsin
$17.6M
FFS
48
Forge Financial Services
Oklahoma
$16.7M
AIP
49
Ameritas Investment Partners
Nebraska
$16.3M
EA
50
Ergawealth Advisors
Illinois
$16.2M