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Capital Group Core Equity ETF
CGUS

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

4% more funds holding

Funds holding: 335 → 347 (+12)

2.12% more ownership

Funds ownership: 68.1% → 70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$228M
2
LPL Financial
LPL Financial
California
+$143M
3
MFG
Merit Financial Group
Georgia
+$76.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$52.2M
5
Jane Street
Jane Street
New York
+$46M

Top Sellers

Rank Fund Capital Flow
1
IPA
Investment Planning Advisors
Georgia
-$17M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$14.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.5M
4
OMC
Old Mission Capital
Illinois
-$7.94M
5
NS
NBC Securities
Alabama
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
126
Lodestone Wealth Management
Washington
$2.46M +$59.5K +1,549 +3%
PWM
127
Pines Wealth Management
North Carolina
$2.45M -$112K -2,920 -5%
ACA
128
Aptus Capital Advisors
Alabama
$2.42M +$2.8K +73 +0.1%
LWM
129
LongView Wealth Management
Georgia
$2.39M +$257K +6,702 +12%
GRP
130
Global Retirement Partners
California
$2.37M +$216K +5,629 +10%
CMAI
131
Capital Management Associates Inc
Minnesota
$2.34M +$5.95K +155 +0.3%
ATS
132
Ashton Thomas Securities
New York
$2.3M +$90.2K +2,350 +4%
MWM
133
Meridian Wealth Management
Kentucky
$2.28M +$322K +8,385 +17%
SWP
134
Stratos Wealth Partners
Ohio
$2.28M +$1.09M +28,263 +96%
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$2.2M +$112K +2,917 +6%
LA
136
Latitude Advisors
Florida
$2.19M +$257K +6,703 +14%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$2.14M +$1.54M +40,159 +289%
NG
138
Norden Group
Utah
$2.1M -$12.3K -320 -0.6%
TWM
139
Trueblood Wealth Management
Ohio
$2.08M +$82.3K +2,143 +4%
IAS
140
Integrity Advisory Solutions
Texas
$2.07M +$2.01M +52,376 New
M1FG
141
Mach-1 Financial Group
Arkansas
$2.07M +$2.01M +52,376 New
SPIA
142
Steward Partners Investment Advisory
New York
$1.98M +$288K +7,497 +18%
CWS
143
Confluence Wealth Services
Pennsylvania
$1.94M +$398K +10,355 +27%
TWP
144
Tempus Wealth Planning
California
$1.91M -$294K -7,657 -14%
BlackRock
145
BlackRock
New York
$1.88M – – –
KFP
146
KMG Fiduciary Partners
Ohio
$1.83M -$98.1K -2,556 -5%
RA
147
RFG Advisory
Alabama
$1.82M +$400K +10,414 +29%
SFS
148
Sowell Financial Services
Arkansas
$1.79M +$43.2K +1,124 +3%
NFG
149
Nations Financial Group
Iowa
$1.78M +$17.4K +453 +1%
LF
150
Lantz Financial
Illinois
$1.76M +$48.6K +1,265 +3%
4 5
6
7 8

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.