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Capital Group Core Equity ETF

335 hedge funds and large institutions have $4.01B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $602K | Put options by funds: $3K

170% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 73

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $3.27B → $4.01B (+$738M)

5% more funds holding

Funds holding: 319335 (+16)

0.69% more ownership

Funds ownership: 67.41%68.1% (+0.69%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
335
Holders Change
+16
Holders Change %
+5.02%
% of All Funds
4.41%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
36
Increased
197
Reduced
73
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Challenger Wealth Management
California
$10.1M +$672K +19,741 +8%
BAG
52
Bridgewealth Advisory Group
California
$9.87M +$2.78M +81,638 +44%
PS
53
Principal Securities
Iowa
$9.87M +$1.63M +47,944 +22%
EFS
54
Essex Financial Services
Connecticut
$9.85M -$27.5K -806 -0.3%
VA
55
VestGen Advisors
Illinois
$9.77M +$408K +11,986 +5%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$9.76M +$1.02M +29,854 +13%
AF
57
Affiance Financial
Minnesota
$9.69M -$7.78M -228,481 -47%
KWM
58
Kingsview Wealth Management
Oregon
$9.36M +$1.92M +56,373 +29%
CSP
59
Cary Street Partners
Virginia
$9.35M -$10.1M -296,407 -54%
SI
60
Stephens Inc
Arkansas
$8.57M +$940K +27,595 +13%
SS
61
Sunbelt Securities
Texas
$8.43M +$265K +7,782 +3%
CWMS
62
Cannon Wealth Management Services
North Carolina
$8.23M +$454K +13,334 +6%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$8.17M -$3.39M -99,612 -31%
MA
64
Mutual Advisors
Nebraska
$7.45M +$1.61M +47,253 +32%
GVAG
65
Great Valley Advisor Group
Delaware
$7.2M +$1.29M +37,844 +24%
Truist Financial
66
Truist Financial
North Carolina
$6.89M +$516K +15,138 +9%
SWP
67
Sagespring Wealth Partners
Tennessee
$6.85M +$476K +13,964 +8%
DAS
68
Dynamic Advisor Solutions
Arizona
$6.8M -$907K -26,616 -13%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$6.68M +$311K +9,130 +5%
NS
70
NBC Securities
Alabama
$6.49M +$445K +13,068 +8%
SAM
71
Smartleaf Asset Management
Massachusetts
$6.25M +$824K +24,177 +17%
Jane Street
72
Jane Street
New York
$5.91M +$567K +16,646 +12%
William Blair & Company
73
William Blair & Company
Illinois
$5.89M +$129K +3,795 +2%
SMC
74
Smith, Moore & Co
Missouri
$5.67M -$850K -24,947 -14%
FFS
75
Founders Financial Securities
Maryland
$5.39M +$445K +13,078 +10%

CGUS Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2025, worth a combined $4.01B — up 23% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGUS positions and 17 closed out — a net gain of 19 holders — while 197 added to existing stakes and 73 trimmed.

The largest buyer was LPL Financial, adding an estimated $46M. The largest seller was Cary Street Partners, cutting an estimated $10.1M.

  • 335 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2025, up from 319 in Q1 2025.
  • Funds reported $4.01B of Capital Group Core Equity ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Equity ETF positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2025 was Cary Street Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.