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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

329 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.41%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
193
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$21.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
3
CSP
Cary Street Partners
Virginia
-$10.9M
4
AF
Affiance Financial
Minnesota
-$8.44M
5
NA
NewEdge Advisors
Louisiana
-$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
101
Woodmont Investment Counsel
Tennessee
$3.82M +$431K +11,669 +13%
GSC
102
G&S Capital
Colorado
$3.67M +$33K +894 +0.9%
BPFA
103
Barnes Pettey Financial Advisors
Mississippi
$3.52M -$32.5K -881 -0.9%
CFB
104
Cullen/Frost Bankers
Texas
$3.45M +$1.34M +36,310 +64%
CIA
105
Concurrent Investment Advisors
Florida
$3.41M +$1.93M +52,296 +131%
WIA
106
World Investment Advisors
California
$3.27M +$885K +23,962 +37%
PIA
107
Perennial Investment Advisors
California
$3.18M +$910K +24,655 +40%
SFG
108
Seamount Financial Group
Colorado
$3.15M +$325K +8,803 +11%
BFG
109
Bleakley Financial Group
New Jersey
$3.1M -$215K -5,815 -6%
SN
110
Sittner & Nelson
Oregon
$2.89M +$45.7K +1,238 +2%
SEIA
111
Signature Estate & Investment Advisors
California
$2.62M +$23.9K +647 +0.9%
OW
112
Olistico Wealth
Oklahoma
$2.52M +$443 +12 +0%
PWM
113
Pines Wealth Management
North Carolina
$2.43M +$172K +4,604 +8%
CL
114
Choreo LLC
Illinois
$2.4M -$131K -3,549 -5%
KWA
115
Kingswood Wealth Advisors
California
$2.31M -$49.6K -1,344 -2%
ACA
116
Aptus Capital Advisors
Alabama
$2.26M -$21K -569 -0.9%
LWM
117
Lodestone Wealth Management
Washington
$2.24M +$7.05K +191 +0.3%
CMAI
118
Capital Management Associates Inc
Minnesota
$2.18M -$2.19M -59,278 -50%
SNWA
119
Siligmueller & Norvid Wealth Advisors
Illinois
$2.17M -$401K -10,683 -16%
IAS
120
Investment Advisory Services
Texas
$2.14M +$269K +7,273 +14%
ATS
121
Ashton Thomas Securities
New York
$2.1M +$190K +5,147 +10%
TWP
122
Tempus Wealth Planning
California
$2.06M +$90.6K +2,453 +5%
MEAC
123
M.E. Allison & Co
Texas
$2.05M +$60.2K +1,631 +3%
GRP
124
Global Retirement Partners
California
$2.01M +$2.01M +54,362 New
AWM
125
Apollon Wealth Management
South Carolina
$2M +$2M +54,239 New
3 4
5
6 7