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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 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 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
101
GTS Securities
New York
$3.01M +$3.01M +89,995 New
BFG
102
Bleakley Financial Group
New Jersey
$3M +$277K +8,297 +10%
EPW
103
Endeavor Private Wealth
Kansas
$2.63M +$640K +19,100 +32%
SN
104
Sittner & Nelson
Oregon
$2.57M +$356K +10,661 +16%
SFG
105
Seamount Financial Group
Colorado
$2.56M +$225K +6,749 +10%
GSEP
106
Golden State Equity Partners
California
$2.41M +$2.04M +61,182 +554%
SEIA
107
Signature Estate & Investment Advisors
California
$2.35M – – –
CL
108
Choreo LLC
Illinois
$2.29M -$154K -4,605 -6%
SNWA
109
Siligmueller & Norvid Wealth Advisors
Illinois
$2.28M -$353K -10,583 -13%
OW
110
Olistico Wealth
Oklahoma
$2.28M -$33 -1 -0%
WIA
111
World Investment Advisors
California
$2.16M +$1.58M +47,354 +274%
KWA
112
Kingswood Wealth Advisors
California
$2.13M +$15K +449 +0.7%
ACA
113
Aptus Capital Advisors
Alabama
$2.06M -$9.85K -295 -0.5%
PIA
114
Perennial Investment Advisors
California
$2.05M +$818K +24,484 +66%
LWM
115
Lodestone Wealth Management
Washington
$2.02M -$26K -778 -1%
Ameriprise
116
Ameriprise
Minnesota
$1.98M -$2.93M -87,576 -60%
CFB
117
Cullen/Frost Bankers
Texas
$1.91M +$623K +18,654 +49%
TC
118
TownSquare Capital
Utah
$1.85M +$144K +4,312 +8%
PWM
119
Pines Wealth Management
North Carolina
$1.8M +$263K +8,802 +17%
MEAC
120
M.E. Allison & Co
Texas
$1.8M +$61.8K +1,849 +4%
TWP
121
Tempus Wealth Planning
California
$1.78M +$313K +9,359 +21%
NG
122
Norden Group
Utah
$1.78M +$122K +3,650 +7%
EH
123
Equitable Holdings
New York
$1.77M +$416K +12,442 +31%
ATS
124
Ashton Thomas Securities
New York
$1.73M +$16.7K +500 +1%
KFP
125
KMG Fiduciary Partners
Ohio
$1.69M -$53.4K -1,598 -3%
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5
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