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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

328 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, 192 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+14
Holders Change %
+4.46%
% of All Funds
4.4%
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
192
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
$598M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$381M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$142M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$178M
5
Morgan Stanley
Morgan Stanley
New York
$185M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$36.6M
3
CSP
Cary Street Partners
Virginia
$9.35M
4
AF
Affiance Financial
Minnesota
$9.69M
5
NA
NewEdge Advisors
Louisiana
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
LongView Wealth Management
Georgia
$1.98M +$228K +6,164 +13%
NG
127
Norden Group
Utah
$1.97M – – –
KFGK
128
Keystone Financial Group (Kentucky)
Kentucky
$1.95M +$278K +7,535 +17%
Mariner
129
Mariner
Kansas
$1.94M +$371K +10,047 +24%
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$1.9M +$211K +5,725 +13%
SRCM
131
Signature Resources Capital Management
California
$1.86M +$156K +4,225 +9%
TWM
132
Trueblood Wealth Management
Ohio
$1.86M +$249K +6,738 +15%
MWM
133
Meridian Wealth Management
Kentucky
$1.82M +$523K +14,152 +40%
KFP
134
KMG Fiduciary Partners
Ohio
$1.8M -$65.2K -1,766 -3%
LA
135
Latitude Advisors
Florida
$1.8M +$50.4K +1,365 +3%
JWCA
136
J.W. Cole Advisors
Florida
$1.78M +$309K +8,380 +21%
BlackRock
137
BlackRock
New York
$1.75M – – –
NFG
138
Nations Financial Group
Iowa
$1.65M +$235K +6,376 +17%
SFS
139
Sowell Financial Services
Arkansas
$1.63M +$159K +4,317 +11%
LF
140
Lantz Financial
Illinois
$1.59M +$113K +3,069 +8%
MFA
141
Mayflower Financial Advisors
Massachusetts
$1.59M -$62.5K -1,693 -4%
SPIA
142
Steward Partners Investment Advisory
New York
$1.58M +$563K +15,249 +56%
WIP
143
WealthCare Investment Partners
Rhode Island
$1.57M +$7.87K +210 +0.5%
AFM
144
Armstrong Fleming & Moore
District of Columbia
$1.57M +$1.57M +42,441 New
CFA
145
CWS Financial Advisors
Michigan
$1.5M +$93.6K +2,534 +7%
HAS
146
HBW Advisory Services
California
$1.45M +$376K +10,183 +35%
CWS
147
Confluence Wealth Services
Pennsylvania
$1.43M +$164K +4,453 +13%
KAS
148
KPP Advisory Services
Kentucky
$1.38M +$137K +3,720 +11%
CWM
149
Congress Wealth Management
Massachusetts
$1.37M +$94.3K +2,554 +7%
MSAM
150
Moloney Securities Asset Management
Missouri
$1.33M +$12.9K +349 +1%
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