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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
GS
101
GTS Securities
New York
$3.01M +$3.16M +89,995 New
BFG
102
Bleakley Financial Group
New Jersey
$3M +$291K +8,297 +10%
EPW
103
Endeavor Private Wealth
Kansas
$2.63M +$671K +19,100 +32%
SN
104
Sittner & Nelson
Oregon
$2.57M +$375K +10,661 +16%
SFG
105
Seamount Financial Group
Colorado
$2.56M +$237K +6,749 +10%
GSEP
106
Golden State Equity Partners
California
$2.41M +$2.15M +61,182 +554%
SEIA
107
Signature Estate & Investment Advisors
California
$2.35M
CL
108
Choreo LLC
Illinois
$2.29M -$162K -4,605 -6%
SNWA
109
Siligmueller & Norvid Wealth Advisors
Illinois
$2.28M -$372K -10,583 -13%
OW
110
Olistico Wealth
Oklahoma
$2.28M -$35 -1 -0%
WIA
111
World Investment Advisors
California
$2.16M +$1.66M +47,354 +274%
KWA
112
Kingswood Wealth Advisors
California
$2.13M +$15.8K +449 +0.7%
ACA
113
Aptus Capital Advisors
Alabama
$2.06M -$10.4K -295 -0.5%
PIA
114
Perennial Investment Advisors
California
$2.05M +$860K +24,484 +66%
LWM
115
Lodestone Wealth Management
Washington
$2.02M -$27.3K -778 -1%
Ameriprise
116
Ameriprise
Minnesota
$1.98M -$3.08M -87,576 -60%
CFB
117
Cullen/Frost Bankers
Texas
$1.91M +$655K +18,654 +49%
TC
118
TownSquare Capital
Utah
$1.85M +$151K +4,312 +8%
PWM
119
Pines Wealth Management
North Carolina
$1.8M +$309K +8,802 +17%
MEAC
120
M.E. Allison & Co
Texas
$1.8M +$65K +1,849 +4%
TWP
121
Tempus Wealth Planning
California
$1.78M +$329K +9,359 +21%
NG
122
Norden Group
Utah
$1.78M +$128K +3,650 +7%
EH
123
Equitable Holdings
New York
$1.77M +$437K +12,442 +31%
ATS
124
Ashton Thomas Securities
New York
$1.73M +$17.6K +500 +1%
IFG
125
Independent Financial Group
California
$1.7M +$534K +15,190 +43%

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.