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Capital Group Core Equity ETF

319 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 33 funds opening new positions, 193 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,752% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $50K

227% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 59

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more funds holding

Funds holding: 305319 (+14)

0.34% more ownership

Funds ownership: 67.07%67.41% (+0.34%)

24% less capital invested

Capital invested by funds: $4.28B → $3.27B (-$1.01B)

Holders
319
Holders Change
+14
Holders Change %
+4.59%
% of All Funds
4.28%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
33
Increased
193
Reduced
59
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
126
KMG Fiduciary Partners
Ohio
$1.69M -$56.1K -1,598 -3%
IAS
127
Investment Advisory Services
Texas
$1.69M +$224K +6,365 +14%
GS
128
GWN Securities
Florida
$1.6M +$994K +28,299 +145%
BlackRock
129
BlackRock
New York
$1.59M
LWM
130
LongView Wealth Management
Georgia
$1.59M +$220K +6,271 +15%
LA
131
Latitude Advisors
Florida
$1.58M +$465K +13,230 +39%
OIA
132
OneDigital Investment Advisors
Kansas
$1.58M -$1.09K -31 -0.1%
SRCM
133
Signature Resources Capital Management
California
$1.54M +$956K +27,206 +143%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$1.52M +$194K +5,532 +14%
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$391K +11,120 +33%
MFA
136
Mayflower Financial Advisors
Massachusetts
$1.5M +$119K +3,397 +8%
TWM
137
Trueblood Wealth Management
Ohio
$1.46M +$548K +15,612 +56%
Mariner
138
Mariner
Kansas
$1.42M +$868K +24,716 +139%
AAS
139
Ameritas Advisory Services
Nebraska
$1.42M -$823K -23,414 -36%
LF
140
Lantz Financial
Illinois
$1.34M +$101K +2,880 +8%
CIA
141
Concurrent Investment Advisors
Florida
$1.34M +$65.9K +1,875 +5%
SFS
142
Sowell Financial Services
Arkansas
$1.33M +$32K +910 +2%
JWCA
143
J.W. Cole Advisors
Florida
$1.33M +$1.13M +32,092 +416%
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
$1.33M -$41.1K -1,170 -3%
FHC
145
First Heartland Consultants
Missouri
$1.32M +$377K +10,723 +37%
WIP
146
WealthCare Investment Partners
Rhode Island
$1.28M +$197K +5,601 +16%
NFG
147
Nations Financial Group
Iowa
$1.28M +$193K +5,485 +17%
CFA
148
CWS Financial Advisors
Michigan
$1.27M +$64.8K +1,845 +5%
MSAM
149
Moloney Securities Asset Management
Missouri
$1.19M +$176K +5,020 +16%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.19M -$791K -22,505 -39%

CGUS Hedge Fund Activity: Q1 2025 in Review

319 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2025, worth a combined $3.27B — down 24% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGUS positions and 15 closed out — a net gain of 18 holders — while 193 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $197M. The largest seller was Private Advisor Group, cutting an estimated $29.3M.

  • 319 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $3.27B of Capital Group Core Equity ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Equity ETF positions in Q1 2025 and 15 closed out, a net change of +18 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $197M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2025 was Private Advisor Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2025.