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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

329 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, 193 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.41%
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
193
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$21.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
3
CSP
Cary Street Partners
Virginia
-$10.9M
4
AF
Affiance Financial
Minnesota
-$8.44M
5
NA
NewEdge Advisors
Louisiana
-$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAG
51
Bridgewealth Advisory Group
California
$9.87M +$3.01M +81,638 +44%
PS
52
Principal Securities
Iowa
$9.87M +$1.77M +47,944 +22%
EFS
53
Essex Financial Services
Connecticut
$9.85M -$29.8K -806 -0.3%
VA
54
VestGen Advisors
Illinois
$9.77M +$443K +11,986 +5%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$9.76M +$1.1M +29,854 +13%
AF
56
Affiance Financial
Minnesota
$9.69M -$8.44M -228,481 -47%
KWM
57
Kingsview Wealth Management
Oregon
$9.36M +$2.08M +56,373 +29%
CSP
58
Cary Street Partners
Virginia
$9.35M -$10.9M -296,407 -54%
SI
59
Stephens Inc
Arkansas
$8.57M +$1.02M +27,595 +13%
SS
60
Sunbelt Securities
Texas
$8.43M +$272K +7,782 +3%
CWMS
61
Cannon Wealth Management Services
North Carolina
$8.23M +$492K +13,334 +6%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$8.17M -$3.68M -99,612 -31%
MA
63
Mutual Advisors
Nebraska
$7.45M +$1.82M +47,253 +32%
GVAG
64
Great Valley Advisor Group
Delaware
$7.2M +$1.4M +37,844 +24%
Truist Financial
65
Truist Financial
North Carolina
$6.89M +$559K +15,138 +9%
SWP
66
Sagespring Wealth Partners
Tennessee
$6.85M +$516K +13,964 +8%
DAS
67
Dynamic Advisor Solutions
Arizona
$6.8M -$983K -26,616 -13%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$6.68M +$337K +9,130 +5%
NS
69
NBC Securities
Alabama
$6.49M +$483K +13,068 +8%
SAM
70
Smartleaf Asset Management
Massachusetts
$6.25M +$891K +24,177 +17%
Jane Street
71
Jane Street
New York
$5.91M +$615K +16,646 +12%
William Blair & Company
72
William Blair & Company
Illinois
$5.89M +$140K +3,795 +2%
SMC
73
Smith, Moore & Co
Missouri
$5.67M -$921K -24,947 -14%
FFS
74
Founders Financial Securities
Maryland
$5.39M +$483K +13,078 +10%
CFD
75
Creative Financial Designs
Indiana
$5.36M -$2.29M -61,919 -30%
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