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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
Bank of America
51
Bank of America
North Carolina
$10.3M +$6.34M +180,531 +140%
EW
52
Entruity Wealth
California
$9.8M +$117K +3,324 +1%
DJSG
53
D.J. St. Germain
Massachusetts
$9.79M +$526K +14,980 +5%
EFS
54
Essex Financial Services
Connecticut
$8.93M +$1.07M +30,392 +13%
CWM
55
Challenger Wealth Management
California
$8.45M +$2.6M +73,990 +41%
VA
56
VestGen Advisors
Illinois
$8.44M +$8.87M +252,611 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$7.83M +$26.5K +755 +0.3%
SS
58
Sunbelt Securities
Texas
$7.79M -$273K -7,782 -3%
PS
59
Principal Securities
Iowa
$7.67M
DAS
60
Dynamic Advisor Solutions
Arizona
$7.03M +$578K +16,449 +8%
CWMS
61
Cannon Wealth Management Services
North Carolina
$6.99M +$394K +11,213 +6%
CFD
62
Creative Financial Designs
Indiana
$6.92M +$879K +25,018 +14%
SI
63
Stephens Inc
Arkansas
$6.83M +$7.18M +204,415 New
KWM
64
Kingsview Wealth Management
Oregon
$6.59M +$6.67M +189,914 +2,612%
BAG
65
Bridgewealth Advisory Group
California
$6.2M -$2.46M -70,067 -27%
SMC
66
Smith, Moore & Co
Missouri
$5.96M -$534K -15,189 -8%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$5.73M +$63.8K +1,817 +1%
SWP
68
Sagespring Wealth Partners
Tennessee
$5.73M -$1.61M -45,768 -21%
Truist Financial
69
Truist Financial
North Carolina
$5.73M +$1.08M +30,746 +22%
NS
70
NBC Securities
Alabama
$5.44M +$5.71M +162,612 +109,136%
GVAG
71
Great Valley Advisor Group
Delaware
$5.25M +$2.25M +64,016 +69%
William Blair & Company
72
William Blair & Company
Illinois
$5.2M +$248K +7,068 +5%
ASN
73
Advisory Services Network
Georgia
$4.93M -$11.6M -330,263 -69%
SAM
74
Smartleaf Asset Management
Massachusetts
$4.84M +$555K +15,800 +12%
Jane Street
75
Jane Street
New York
$4.79M -$5.49M -156,373 -52%

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.