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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

327 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 192 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
327
Holders Change
+13
Holders Change %
+4.14%
% of All Funds
4.39%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
192
Reduced
72
Closed
16
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$598M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$381M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$142M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$178M
5
Morgan Stanley
5
Morgan Stanley
New York
$185M

Top Sellers

1
SIAS
1
Summit Investment Advisory Services
Minnesota
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$36.6M
3
CSP
3
Cary Street Partners
Virginia
$9.35M
4
AF
4
Affiance Financial
Minnesota
$9.69M
5
NA
5
NewEdge Advisors
Louisiana
$30.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BAG
51
Bridgewealth Advisory Group
California
$9.87M 267,169 +81,638 +44%
PS
52
Principal Securities
Iowa
$9.87M 267,142 +47,944 +22%
EFS
53
Essex Financial Services
Connecticut
$9.85M 266,668 -806 -0.3%
VA
54
VestGen Advisors
Illinois
$9.77M 264,597 +11,986 +5%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$9.76M 264,366 +29,854 +13%
AF
56
Affiance Financial
Minnesota
$9.69M 262,404 -228,481 -47%
KWM
57
Kingsview Wealth Management
Oregon
$9.36M 253,557 +56,373 +29%
CSP
58
Cary Street Partners
Virginia
$9.35M 253,233 -296,407 -54%
SI
59
Stephens Inc
Arkansas
$8.57M 232,010 +27,595 +13%
SS
60
Sunbelt Securities
Texas
$8.43M 240,929 +7,782 +3%
CWMS
61
Cannon Wealth Management Services
North Carolina
$8.23M 222,851 +13,334 +6%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$8.17M 221,166 -99,612 -31%
MA
63
Mutual Advisors
Nebraska
$7.45M 193,476 +47,253 +32%
GVAG
64
Great Valley Advisor Group
Delaware
$7.2M 194,938 +37,844 +24%
Truist Financial
65
Truist Financial
North Carolina
$6.89M 186,633 +15,138 +9%
SWP
66
Sagespring Wealth Partners
Tennessee
$6.85M 185,471 +13,964 +8%
DAS
67
Dynamic Advisor Solutions
Arizona
$6.8M 184,004 -26,616 -13%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$6.68M 180,809 +9,130 +5%
NS
69
NBC Securities
Alabama
$6.49M 175,829 +13,068 +8%
SAM
70
Smartleaf Asset Management
Massachusetts
$6.25M 169,565 +24,177 +17%
Jane Street
71
Jane Street
New York
$5.91M 160,000 +16,646 +12%
William Blair & Company
72
William Blair & Company
Illinois
$5.89M 159,403 +3,795 +2%
SMC
73
Smith, Moore & Co
Missouri
$5.67M 153,458 -24,947 -14%
FFS
74
Founders Financial Securities
Maryland
$5.39M 145,839 +13,078 +10%
CFD
75
Creative Financial Designs
Indiana
$5.36M 145,220 -61,919 -30%
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