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Capital Group Core Equity ETF
CGUS

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

4% more funds holding

Funds holding: 335 → 347 (+12)

2.12% more ownership

Funds ownership: 68.1% → 70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$228M
2
LPL Financial
LPL Financial
California
+$143M
3
MFG
Merit Financial Group
Georgia
+$76.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$52.2M
5
Jane Street
Jane Street
New York
+$46M

Top Sellers

Rank Fund Capital Flow
1
IPA
Investment Planning Advisors
Georgia
-$17M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$14.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.5M
4
OMC
Old Mission Capital
Illinois
-$7.94M
5
NS
NBC Securities
Alabama
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
101
Western Wealth Management
Colorado
$4.46M +$265K +6,891 +7%
CFB
102
Cullen/Frost Bankers
Texas
$4.41M +$692K +18,014 +19%
GSC
103
G&S Capital
Colorado
$3.95M +$16.2K +422 +0.4%
PAS
104
Park Avenue Securities
New York
$3.94M -$380K -9,884 -9%
PIA
105
Perennial Investment Advisors
California
$3.77M +$358K +9,324 +11%
BPFA
106
Barnes Pettey Financial Advisors
Mississippi
$3.76M -$6.18K -161 -0.2%
WIA
107
World Investment Advisors
California
$3.55M +$49.9K +1,300 +1%
SFG
108
Seamount Financial Group
Colorado
$3.54M +$162K +4,223 +5%
BFG
109
Bleakley Financial Group
New Jersey
$3.38M +$64.9K +1,689 +2%
SA
110
Sanctuary Advisors
Indiana
$3.33M +$2.41M +62,655 +289%
GS
111
GTS Securities
New York
$3.27M +$3.17M +82,658 New
IFG
112
Independent Financial Group
California
$3.21M +$1.09M +28,267 +53%
KWM
113
Kingsview Wealth Management
Oregon
$3.2M -$6.62M -172,531 -68%
SN
114
Sittner & Nelson
Oregon
$3.14M +$50.4K +1,312 +2%
Renaissance Technologies
115
Renaissance Technologies
New York
$3.12M +$2.49M +64,900 +467%
SEIA
116
Signature Estate & Investment Advisors
California
$2.81M +$6.83K +178 +0.3%
MEAC
117
M.E. Allison & Co
Texas
$2.81M +$591K +15,402 +28%
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$2.79M +$737K +19,196 +37%
OW
119
Olistico Wealth
Oklahoma
$2.7M +$422 +11 +0%
JWCA
120
J.W. Cole Advisors
Florida
$2.63M +$702K +18,278 +38%
CL
121
Choreo LLC
Illinois
$2.56M -$10.4K -270 -0.4%
Mariner
122
Mariner
Kansas
$2.51M +$419K +10,919 +21%
SRCM
123
Signature Resources Capital Management
California
$2.5M +$491K +12,782 +25%
KWA
124
Kingswood Wealth Advisors
California
$2.49M +$17K +442 +0.7%
IAS
125
Investment Advisory Services
Texas
$2.48M +$189K +4,911 +8%
3 4
5
6 7

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.