CGUS icon

Capital Group Core Equity ETF

345 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, 211 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$147M
3 +$78.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$53.8M
5
Jane Street
Jane Street
New York
+$47.4M

Top Sellers

1 -$17.5M
2 -$15.4M
3 -$10.9M
4
OMC
Old Mission Capital
Illinois
-$8.18M
5
NS
NBC Securities
Alabama
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$4.46M
CFB
102
Cullen/Frost Bankers
Texas
$4.41M
GSC
103
G&S Capital
Colorado
$3.95M
PAS
104
Park Avenue Securities
New York
$3.94M
PIA
105
Perennial Investment Advisors
California
$3.77M
BPFA
106
Barnes Pettey Financial Advisors
Mississippi
$3.76M
WIA
107
World Investment Advisors
California
$3.55M
SFG
108
Seamount Financial Group
Colorado
$3.54M
BFG
109
Bleakley Financial Group
New Jersey
$3.38M
GS
110
GTS Securities
New York
$3.27M
KWM
111
Kingsview Wealth Management
Oregon
$3.2M
SN
112
Sittner & Nelson
Oregon
$3.14M
Renaissance Technologies
113
Renaissance Technologies
New York
$3.12M
SEIA
114
Signature Estate & Investment Advisors
California
$2.81M
MEAC
115
M.E. Allison & Co
Texas
$2.81M
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$2.79M
OW
117
Olistico Wealth
Oklahoma
$2.7M
JWCA
118
J.W. Cole Advisors
Florida
$2.63M
CL
119
Choreo LLC
Illinois
$2.56M
Mariner
120
Mariner
Kansas
$2.51M
SRCM
121
Signature Resources Capital Management
California
$2.5M
KWA
122
Kingswood Wealth Advisors
California
$2.49M
IAS
123
Investment Advisory Services
Texas
$2.48M
LWM
124
Lodestone Wealth Management
Washington
$2.46M
PWM
125
Pines Wealth Management
North Carolina
$2.45M