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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 hedge funds and large institutions have $3.27B invested in Capital Group Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
Investment Advisory Services
Texas
$1.69M +$213K +6,365 +14%
GS
127
GWN Securities
Florida
$1.6M +$945K +28,299 +145%
BlackRock
128
BlackRock
New York
$1.59M – – –
LWM
129
LongView Wealth Management
Georgia
$1.59M +$209K +6,271 +15%
LA
130
Latitude Advisors
Florida
$1.58M +$442K +13,230 +39%
OIA
131
OneDigital Investment Advisors
Kansas
$1.58M -$1.04K -31 -0.1%
SRCM
132
Signature Resources Capital Management
California
$1.54M +$909K +27,206 +143%
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$1.52M +$185K +5,532 +14%
KFGK
134
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$371K +11,120 +33%
MFA
135
Mayflower Financial Advisors
Massachusetts
$1.5M +$113K +3,397 +8%
TWM
136
Trueblood Wealth Management
Ohio
$1.46M +$521K +15,612 +56%
Mariner
137
Mariner
Kansas
$1.42M +$826K +24,716 +139%
AAS
138
Ameritas Advisory Services
Nebraska
$1.42M -$798K -23,414 -36%
LF
139
Lantz Financial
Illinois
$1.34M +$96.2K +2,880 +8%
CIA
140
Concurrent Investment Advisors
Florida
$1.34M +$62.6K +1,875 +5%
SFS
141
Sowell Financial Services
Arkansas
$1.33M +$30.4K +910 +2%
JWCA
142
J.W. Cole Advisors
Florida
$1.33M +$1.07M +32,092 +416%
FLPIM
143
F.L. Putnam Investment Management
Massachusetts
$1.33M -$39.1K -1,170 -3%
FHC
144
First Heartland Consultants
Missouri
$1.32M +$358K +10,723 +37%
WIP
145
WealthCare Investment Partners
Rhode Island
$1.28M +$172K +5,601 +16%
NFG
146
Nations Financial Group
Iowa
$1.28M +$183K +5,485 +17%
CFA
147
CWS Financial Advisors
Michigan
$1.27M +$61.6K +1,845 +5%
MSAM
148
Moloney Securities Asset Management
Missouri
$1.19M +$168K +5,020 +16%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.19M -$752K -22,505 -39%
CWM
150
Congress Wealth Management
Massachusetts
$1.17M +$1.17M +34,676 New
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