CGUS icon

Capital Group Core Equity ETF

332 hedge funds and large institutions have $4B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 195 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$49.9M
2 +$45.7M
3 +$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1 -$10.9M
2 -$8.44M
3 -$6.62M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.68M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$3.91M
WIC
102
Woodmont Investment Counsel
Tennessee
$3.82M
GSC
103
G&S Capital
Colorado
$3.67M
BPFA
104
Barnes Pettey Financial Advisors
Mississippi
$3.52M
CFB
105
Cullen/Frost Bankers
Texas
$3.45M
CIA
106
Concurrent Investment Advisors
Florida
$3.41M
WIA
107
World Investment Advisors
California
$3.27M
PIA
108
Perennial Investment Advisors
California
$3.18M
SFG
109
Seamount Financial Group
Colorado
$3.15M
BFG
110
Bleakley Financial Group
New Jersey
$3.1M
SN
111
Sittner & Nelson
Oregon
$2.89M
SEIA
112
Signature Estate & Investment Advisors
California
$2.62M
OW
113
Olistico Wealth
Oklahoma
$2.52M
PWM
114
Pines Wealth Management
North Carolina
$2.43M
CL
115
Choreo LLC
Illinois
$2.4M
KWA
116
Kingswood Wealth Advisors
California
$2.31M
ACA
117
Aptus Capital Advisors
Alabama
$2.26M
LWM
118
Lodestone Wealth Management
Washington
$2.24M
CMAI
119
Capital Management Associates Inc
Minnesota
$2.18M
SNWA
120
Siligmueller & Norvid Wealth Advisors
Illinois
$2.17M
IAS
121
Investment Advisory Services
Texas
$2.14M
ATS
122
Ashton Thomas Securities
New York
$2.1M
TWP
123
Tempus Wealth Planning
California
$2.06M
MEAC
124
M.E. Allison & Co
Texas
$2.05M
GRP
125
Global Retirement Partners
California
$2.01M