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Capital Group Core Equity ETF
CGUS

335 hedge funds and large institutions have $4.01B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $602K | Put options by funds: $3K

170% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 73

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $3.27B → $4.01B (+$738M)

5% more funds holding

Funds holding: 319 → 335 (+16)

0.69% more ownership

Funds ownership: 67.41% → 68.1% (+0.69%)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
335
Holders Change
+16
Holders Change %
+5.02%
% of All Funds
4.41%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
36
Increased
197
Reduced
73
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$46M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.5M
5
Morgan Stanley
Morgan Stanley
New York
+$22.2M

Top Sellers

Rank Fund Capital Flow
1
CSP
Cary Street Partners
Virginia
-$10.1M
2
AF
Affiance Financial
Minnesota
-$7.78M
3
NA
NewEdge Advisors
Louisiana
-$6.11M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.39M
5
GS
GTS Securities
New York
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$2M +$1.85M +54,239 New
LWM
127
LongView Wealth Management
Georgia
$1.98M +$210K +6,164 +13%
NG
128
Norden Group
Utah
$1.97M – – –
IFG
129
Independent Financial Group
California
$1.96M +$70.4K +2,067 +4%
KFGK
130
Keystone Financial Group (Kentucky)
Kentucky
$1.95M +$257K +7,535 +17%
Mariner
131
Mariner
Kansas
$1.94M +$342K +10,047 +24%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$1.9M +$195K +5,725 +13%
SRCM
133
Signature Resources Capital Management
California
$1.86M +$144K +4,225 +9%
TWM
134
Trueblood Wealth Management
Ohio
$1.86M +$230K +6,738 +15%
MWM
135
Meridian Wealth Management
Kentucky
$1.82M +$482K +14,152 +40%
KFP
136
KMG Fiduciary Partners
Ohio
$1.8M -$60.2K -1,766 -3%
LA
137
Latitude Advisors
Florida
$1.8M +$46.5K +1,365 +3%
JWCA
138
J.W. Cole Advisors
Florida
$1.78M +$285K +8,380 +21%
BlackRock
139
BlackRock
New York
$1.75M – – –
NFG
140
Nations Financial Group
Iowa
$1.65M +$217K +6,376 +17%
SFS
141
Sowell Financial Services
Arkansas
$1.63M +$147K +4,317 +11%
LF
142
Lantz Financial
Illinois
$1.59M +$105K +3,069 +8%
MFA
143
Mayflower Financial Advisors
Massachusetts
$1.59M -$57.7K -1,693 -4%
SPIA
144
Steward Partners Investment Advisory
New York
$1.58M +$519K +15,249 +56%
WIP
145
WealthCare Investment Partners
Rhode Island
$1.57M +$7.15K +210 +0.5%
AFM
146
Armstrong Fleming & Moore
District of Columbia
$1.57M +$1.45M +42,441 New
CFA
147
CWS Financial Advisors
Michigan
$1.5M +$86.3K +2,534 +7%
HAS
148
HBW Advisory Services
California
$1.45M +$347K +10,183 +35%
CWS
149
Confluence Wealth Services
Pennsylvania
$1.43M +$152K +4,453 +13%
KAS
150
KPP Advisory Services
Kentucky
$1.38M +$127K +3,720 +11%
4 5
6
7 8

CGUS Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2025, worth a combined $4.01B — up 23% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGUS positions and 17 closed out — a net gain of 19 holders — while 197 added to existing stakes and 73 trimmed.

The largest buyer was LPL Financial, adding an estimated $46M. The largest seller was Cary Street Partners, cutting an estimated $10.1M.

  • 335 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2025, up from 319 in Q1 2025.
  • Funds reported $4.01B of Capital Group Core Equity ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Equity ETF positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2025 was Cary Street Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.