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Capital Group Core Equity ETF

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

4% more funds holding

Funds holding: 335347 (+12)

2.12% more ownership

Funds ownership: 68.1%70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
51
Entruity Wealth
California
$13M +$521K +13,582 +4%
BAG
52
Bridgewealth Advisory Group
California
$11.7M +$1.06M +27,487 +10%
DJSG
53
D.J. St. Germain
Massachusetts
$11.6M -$47.9K -1,248 -0.4%
JP Morgan Chase
54
JP Morgan Chase
New York
$11.3M +$10.2M +264,636 +1,202%
VA
55
VestGen Advisors
Illinois
$11.2M +$683K +17,785 +7%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$10.7M +$278K +7,244 +3%
EFS
57
Essex Financial Services
Connecticut
$10.5M -$15.4K -400 -0.1%
CWM
58
Challenger Wealth Management
California
$10.5M -$281K -7,317 -3%
SI
59
Stephens Inc
Arkansas
$10.1M +$932K +24,285 +10%
CSP
60
Cary Street Partners
Virginia
$9.89M -$120K -3,123 -1%
PS
61
Principal Securities
Iowa
$9.67M -$865K -22,526 -8%
CWMS
62
Cannon Wealth Management Services
North Carolina
$9.07M +$255K +6,646 +3%
Truist Financial
63
Truist Financial
North Carolina
$8.99M +$1.57M +40,843 +22%
SS
64
Sunbelt Securities
Texas
$8.79M -$717K -18,685 -8%
MA
65
Mutual Advisors
Nebraska
$8.45M +$714K +18,586 +10%
GVAG
66
Great Valley Advisor Group
Delaware
$8.3M +$577K +15,035 +8%
AWM
67
Apollon Wealth Management
South Carolina
$7.98M +$5.67M +147,649 +272%
SAM
68
Smartleaf Asset Management
Massachusetts
$7.7M +$981K +25,550 +15%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$7.69M +$7.47M +194,480 New
SWP
70
Sagespring Wealth Partners
Tennessee
$7.6M +$261K +6,792 +4%
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$7.42M +$265K +6,894 +4%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$7.37M -$1.34M -34,842 -16%
DAS
73
Dynamic Advisor Solutions
Arizona
$7.21M -$67.5K -1,759 -1%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$7.19M +$1.67M +43,545 +31%
OMC
75
Old Mission Capital
Illinois
$7.15M -$7.94M -206,874 -53%

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.