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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
CFD
76
Creative Financial Designs
Indiana
$5.36M -$2.11M -61,919 -30%
IWC
77
Integrated Wealth Concepts
Massachusetts
$5.26M +$1.06M +31,212 +28%
GWM
78
Geneos Wealth Management
Colorado
$5.19M +$4.28M +125,767 +854%
TCG
79
Transcendent Capital Group
Oklahoma
$5.17M +$51.1K +1,501 +1%
HighTower Advisors
80
HighTower Advisors
Illinois
$5.15M +$761K +22,352 +19%
EH
81
Equitable Holdings
New York
$5.12M +$2.93M +85,870 +162%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$5.11M +$683K +20,049 +17%
CF
83
Centaurus Financial
California
$5.05M +$780K +22,907 +20%
CCP
84
Cushing Capital Partners
Wisconsin
$4.89M -$43.5K -1,277 -1%
AGP
85
Aspire Growth Partners
Florida
$4.71M +$596K +17,482 +16%
SA
86
Sovran Advisors
California
$4.65M +$904K +26,534 +27%
MFG
87
Merit Financial Group
Georgia
$4.51M +$601K +17,645 +17%
TFS
88
Thoroughbred Financial Services
Tennessee
$4.5M +$421K +12,372 +11%
PFS
89
Prospera Financial Services
Texas
$4.41M +$410K +12,046 +11%
CCFM
90
Clear Creek Financial Management
Washington
$4.39M +$257K +7,554 +7%
BPA
91
Beacon Pointe Advisors
California
$4.29M +$3.95M +116,048 New
AAS
92
Avantax Advisory Services
Texas
$4.27M +$747K +21,942 +23%
BFG
93
Berger Financial Group
Minnesota
$4.25M -$294K -8,639 -7%
CA
94
Continuum Advisory
Idaho
$4.15M -$277K -8,135 -7%
ASN
95
Advisory Services Network
Georgia
$4.14M -$1.34M -39,341 -27%
PAS
96
Park Avenue Securities
New York
$4.04M +$372K +10,935 +11%
PA
97
PFG Advisors
Arizona
$4.03M +$18.8K +551 +0.5%
VF
98
Virtu Financial
New York
$4.02M +$3.7M +108,747 New
AIFS
99
A&I Financial Services
Colorado
$3.99M +$541K +15,884 +17%
EPW
100
Endeavor Private Wealth
Kansas
$3.91M +$925K +27,164 +35%

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.