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Capital Group Core Equity ETF

319 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 33 funds opening new positions, 193 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,752% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $50K

227% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 59

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more funds holding

Funds holding: 305319 (+14)

0.34% more ownership

Funds ownership: 67.07%67.41% (+0.34%)

24% less capital invested

Capital invested by funds: $4.28B → $3.27B (-$1.01B)

Holders
319
Holders Change
+14
Holders Change %
+4.59%
% of All Funds
4.28%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
33
Increased
193
Reduced
59
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$4.78M +$4.59M +130,608 +836%
TCG
77
Transcendent Capital Group
Oklahoma
$4.62M +$325K +9,265 +7%
CCP
78
Cushing Capital Partners
Wisconsin
$4.47M -$295K -8,394 -6%
FFS
79
Founders Financial Securities
Maryland
$4.35M +$810K +23,070 +21%
WWM
80
Western Wealth Management
Colorado
$4.23M +$1.71M +48,630 +62%
BFG
81
Berger Financial Group
Minnesota
$4.13M +$538K +15,306 +14%
CA
82
Continuum Advisory
Idaho
$4.03M -$127K -3,619 -3%
CMAI
83
Capital Management Associates Inc
Minnesota
$3.95M +$2.37M +67,564 +133%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$3.95M +$713K +20,308 +21%
HighTower Advisors
85
HighTower Advisors
Illinois
$3.91M +$494K +14,062 +14%
CF
86
Centaurus Financial
California
$3.8M +$1.79M +50,952 +81%
IWC
87
Integrated Wealth Concepts
Massachusetts
$3.72M +$1.88M +53,619 +93%
CCFM
88
Clear Creek Financial Management
Washington
$3.72M +$461K +13,121 +13%
AGP
89
Aspire Growth Partners
Florida
$3.67M +$2.22M +63,056 +134%
TFS
90
Thoroughbred Financial Services
Tennessee
$3.66M +$3.46M +98,532 +898%
PA
91
PFG Advisors
Arizona
$3.63M +$636K +18,114 +20%
PFS
92
Prospera Financial Services
Texas
$3.59M +$228K +6,481 +6%
MFG
93
Merit Financial Group
Georgia
$3.49M +$952K +27,091 +35%
GSC
94
G&S Capital
Colorado
$3.29M +$338K +9,625 +11%
PAS
95
Park Avenue Securities
New York
$3.29M +$397K +11,292 +13%
BPFA
96
Barnes Pettey Financial Advisors
Mississippi
$3.21M -$156K -4,427 -4%
AAS
97
Avantax Advisory Services
Texas
$3.13M +$71.6K +2,037 +2%
SA
98
Sovran Advisors
California
$3.09M +$585K +16,652 +20%
AIFS
99
A&I Financial Services
Colorado
$3.08M +$967K +27,513 +43%
WIC
100
Woodmont Investment Counsel
Tennessee
$3.06M +$539K +15,353 +20%

CGUS Hedge Fund Activity: Q1 2025 in Review

319 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2025, worth a combined $3.27B — down 24% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGUS positions and 15 closed out — a net gain of 18 holders — while 193 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $197M. The largest seller was Private Advisor Group, cutting an estimated $29.3M.

  • 319 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $3.27B of Capital Group Core Equity ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Equity ETF positions in Q1 2025 and 15 closed out, a net change of +18 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $197M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2025 was Private Advisor Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.