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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 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 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$10.3M +$6.03M +180,531 +140%
EW
52
Entruity Wealth
California
$9.8M +$111K +3,324 +1%
DJSG
53
D.J. St. Germain
Massachusetts
$9.79M +$500K +14,980 +5%
EFS
54
Essex Financial Services
Connecticut
$8.93M +$1.02M +30,392 +13%
CWM
55
Challenger Wealth Management
California
$8.45M +$2.47M +73,990 +41%
VA
56
VestGen Advisors
Illinois
$8.44M +$8.44M +252,611 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$7.83M +$25.2K +755 +0.3%
SS
58
Sunbelt Securities
Texas
$7.79M -$260K -7,782 -3%
PS
59
Principal Securities
Iowa
$7.67M – – –
DAS
60
Dynamic Advisor Solutions
Arizona
$7.03M +$549K +16,449 +8%
CWMS
61
Cannon Wealth Management Services
North Carolina
$6.99M +$374K +11,213 +6%
CFD
62
Creative Financial Designs
Indiana
$6.92M +$836K +25,018 +14%
SI
63
Stephens Inc
Arkansas
$6.83M +$6.83M +204,415 New
KWM
64
Kingsview Wealth Management
Oregon
$6.59M +$6.34M +189,914 +2,612%
BAG
65
Bridgewealth Advisory Group
California
$6.2M -$2.34M -70,067 -27%
SMC
66
Smith, Moore & Co
Missouri
$5.96M -$507K -15,189 -8%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$5.73M +$60.7K +1,817 +1%
SWP
68
Sagespring Wealth Partners
Tennessee
$5.73M -$1.53M -45,768 -21%
Truist Financial
69
Truist Financial
North Carolina
$5.73M +$1.03M +30,746 +22%
NS
70
NBC Securities
Alabama
$5.44M +$5.43M +162,612 +109,136%
GVAG
71
Great Valley Advisor Group
Delaware
$5.25M +$2.14M +64,016 +69%
William Blair & Company
72
William Blair & Company
Illinois
$5.2M +$236K +7,068 +5%
ASN
73
Advisory Services Network
Georgia
$4.93M -$11M -330,263 -69%
SAM
74
Smartleaf Asset Management
Massachusetts
$4.84M +$526K +15,800 +12%
Jane Street
75
Jane Street
New York
$4.79M -$5.22M -156,373 -52%
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