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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
WWM
101
Western Wealth Management
Colorado
$3.91M -$709K -20,821 -16%
WIC
102
Woodmont Investment Counsel
Tennessee
$3.82M +$397K +11,669 +13%
GSC
103
G&S Capital
Colorado
$3.67M +$30.5K +894 +0.9%
BPFA
104
Barnes Pettey Financial Advisors
Mississippi
$3.52M -$30K -881 -0.9%
CFB
105
Cullen/Frost Bankers
Texas
$3.45M +$1.24M +36,310 +64%
CIA
106
Concurrent Investment Advisors
Florida
$3.41M +$1.78M +52,296 +131%
WIA
107
World Investment Advisors
California
$3.27M +$816K +23,962 +37%
PIA
108
Perennial Investment Advisors
California
$3.18M +$840K +24,655 +40%
SFG
109
Seamount Financial Group
Colorado
$3.15M +$300K +8,803 +11%
BFG
110
Bleakley Financial Group
New Jersey
$3.1M -$198K -5,815 -6%
SN
111
Sittner & Nelson
Oregon
$2.89M +$42.2K +1,238 +2%
SEIA
112
Signature Estate & Investment Advisors
California
$2.62M +$22K +647 +0.9%
OW
113
Olistico Wealth
Oklahoma
$2.52M +$409 +12 +0%
PWM
114
Pines Wealth Management
North Carolina
$2.43M +$157K +4,604 +8%
CL
115
Choreo LLC
Illinois
$2.4M -$121K -3,549 -5%
KWA
116
Kingswood Wealth Advisors
California
$2.31M -$45.8K -1,344 -2%
ACA
117
Aptus Capital Advisors
Alabama
$2.26M -$19.4K -569 -0.9%
LWM
118
Lodestone Wealth Management
Washington
$2.24M +$6.51K +191 +0.3%
CMAI
119
Capital Management Associates Inc
Minnesota
$2.18M -$2.02M -59,278 -50%
SNWA
120
Siligmueller & Norvid Wealth Advisors
Illinois
$2.17M -$364K -10,683 -16%
IAS
121
Investment Advisory Services
Texas
$2.14M +$248K +7,273 +14%
ATS
122
Ashton Thomas Securities
New York
$2.1M +$175K +5,147 +10%
TWP
123
Tempus Wealth Planning
California
$2.06M +$83.6K +2,453 +5%
MEAC
124
M.E. Allison & Co
Texas
$2.05M +$55.6K +1,631 +3%
GRP
125
Global Retirement Partners
California
$2.01M +$1.85M +54,362 New

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.