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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 %
IWC
76
Integrated Wealth Concepts
Massachusetts
$5.26M +$1.15M +31,212 +28%
GWM
77
Geneos Wealth Management
Colorado
$5.19M +$4.64M +125,767 +854%
TCG
78
Transcendent Capital Group
Oklahoma
$5.17M +$55.4K +1,501 +1%
HighTower Advisors
79
HighTower Advisors
Illinois
$5.15M +$825K +22,352 +19%
EH
80
Equitable Holdings
New York
$5.12M +$3.17M +85,870 +162%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$5.11M +$740K +20,049 +17%
CF
82
Centaurus Financial
California
$5.05M +$846K +22,907 +20%
CCP
83
Cushing Capital Partners
Wisconsin
$4.89M -$47.3K -1,277 -1%
AGP
84
Aspire Growth Partners
Florida
$4.71M +$646K +17,482 +16%
SA
85
Sovran Advisors
California
$4.65M +$987K +26,534 +27%
MFG
86
Merit Financial Group
Georgia
$4.51M +$652K +17,645 +17%
TFS
87
Thoroughbred Financial Services
Tennessee
$4.5M +$457K +12,372 +11%
PFS
88
Prospera Financial Services
Texas
$4.41M +$445K +12,046 +11%
CCFM
89
Clear Creek Financial Management
Washington
$4.39M +$279K +7,554 +7%
BPA
90
Beacon Pointe Advisors
California
$4.29M +$4.29M +116,048 New
AAS
91
Avantax Advisory Services
Texas
$4.27M +$810K +21,942 +23%
BFG
92
Berger Financial Group
Minnesota
$4.25M -$319K -8,639 -7%
CA
93
Continuum Advisory
Idaho
$4.15M -$300K -8,135 -7%
ASN
94
Advisory Services Network
Georgia
$4.14M -$1.5M -39,341 -27%
PAS
95
Park Avenue Securities
New York
$4.04M +$404K +10,935 +11%
PA
96
PFG Advisors
Arizona
$4.03M +$20.3K +551 +0.5%
VF
97
Virtu Financial
New York
$4.02M +$4.02M +108,747 New
AIFS
98
A&I Financial Services
Colorado
$3.99M +$587K +15,884 +17%
EPW
99
Endeavor Private Wealth
Kansas
$3.91M +$1.01M +27,164 +35%
WWM
100
Western Wealth Management
Colorado
$3.91M -$769K -20,821 -16%
2 3
4
5 6