CGUS icon

Capital Group Core Equity ETF

330 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, 193 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$602K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
LongView Wealth Management
Georgia
$1.98M
NG
127
Norden Group
Utah
$1.97M
KFGK
128
Keystone Financial Group (Kentucky)
Kentucky
$1.95M
Mariner
129
Mariner
Kansas
$1.94M
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$1.9M
SRCM
131
Signature Resources Capital Management
California
$1.86M
TWM
132
Trueblood Wealth Management
Ohio
$1.86M
MWM
133
Meridian Wealth Management
Kentucky
$1.82M
KFP
134
KMG Fiduciary Partners
Ohio
$1.8M
LA
135
Latitude Advisors
Florida
$1.8M
JWCA
136
J.W. Cole Advisors
Florida
$1.78M
BlackRock
137
BlackRock
New York
$1.75M
NFG
138
Nations Financial Group
Iowa
$1.65M
SFS
139
Sowell Financial Services
Arkansas
$1.63M
LF
140
Lantz Financial
Illinois
$1.59M
MFA
141
Mayflower Financial Advisors
Massachusetts
$1.59M
SPIA
142
Steward Partners Investment Advisory
New York
$1.58M
WIP
143
WealthCare Investment Partners
Rhode Island
$1.57M
AFM
144
Armstrong Fleming & Moore
District of Columbia
$1.57M
CFA
145
CWS Financial Advisors
Michigan
$1.5M
HAS
146
HBW Advisory Services
California
$1.45M
CWS
147
Confluence Wealth Services
Pennsylvania
$1.43M
KAS
148
KPP Advisory Services
Kentucky
$1.38M
CWM
149
Congress Wealth Management
Massachusetts
$1.37M
MSAM
150
Moloney Securities Asset Management
Missouri
$1.33M