We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.8%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
51
Investment Planning Advisors
Georgia
$14.3M +$407K +10,201 +3%
BB
52
Burford Brothers
Texas
$14.3M +$431K +10,801 +3%
EW
53
Entruity Wealth
California
$13.3M +$108K +2,711 +0.8%
BAG
54
Bridgewealth Advisory Group
California
$13.3M +$1.41M +35,260 +12%
SB
55
Strategic Blueprint
Georgia
$12.7M -$21.9M -549,412 -64%
JP Morgan Chase
56
JP Morgan Chase
New York
$12.5M +$992K +24,837 +9%
PS
57
Principal Securities
Iowa
$11.7M +$1.88M +47,011 +19%
MBC
58
Michael Brady & Co
Ohio
$11.7M +$11.6M +291,024 New
VWM
59
Vigil Wealth Management
Florida
$11.7M +$11.6M +289,777 New
KWA
60
Kingswood Wealth Advisors
California
$11.4M +$8.79M +220,068 +349%
SI
61
Stephens Inc
Arkansas
$11M +$693K +17,360 +7%
JDLA
62
J. Derek Lewis & Associates
California
$10.9M +$10.9M +272,179 New
CWM
63
Challenger Wealth Management
California
$10.7M +$47.3K +1,184 +0.4%
Truist Financial
64
Truist Financial
North Carolina
$10.7M +$1.5M +37,589 +17%
DJSG
65
D.J. St. Germain
Massachusetts
$10.3M -$1.5M -37,590 -13%
CSP
66
Cary Street Partners
Virginia
$10.1M +$69.9K +1,751 +0.7%
EFS
67
Essex Financial Services
Connecticut
$10.1M -$608K -15,217 -6%
GCWM
68
Guided Capital Wealth Management
Texas
$9.82M +$9.74M +243,980 New
Natixis Advisors
69
Natixis Advisors
Massachusetts
$9.31M +$1.98M +49,607 +27%
AWM
70
Apollon Wealth Management
South Carolina
$9.11M +$982K +24,594 +12%
MA
71
Mutual Advisors
Nebraska
$8.95M +$418K +10,459 +5%
SS
72
Sunbelt Securities
Texas
$8.9M -$45.5K -1,139 -0.5%
GVAG
73
Great Valley Advisor Group
Delaware
$8.81M +$357K +8,947 +4%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$8.69M +$1.19M +29,735 +16%
SAM
75
Smartleaf Asset Management
Massachusetts
$8.53M +$619K +15,513 +8%