We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.81%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Bleakley Financial Group
New Jersey
$3.48M +$36.3K +910 +1%
MEAC
127
M.E. Allison & Co
Texas
$3.23M +$375K +9,385 +13%
AIM
128
Advyzon Investment Management
Illinois
$3.18M +$1.82M +45,478 +135%
JWCA
129
J.W. Cole Advisors
Florida
$3.13M +$574K +14,363 +22%
Mariner
130
Mariner
Kansas
$3.01M +$453K +11,349 +18%
SEIA
131
Signature Estate & Investment Advisors
California
$3M +$137K +3,443 +5%
SRCM
132
Signature Resources Capital Management
California
$2.97M +$421K +10,542 +17%
LWM
133
LongView Wealth Management
Georgia
$2.94M +$438K +10,978 +18%
AP
134
Advisortrust Partners
North Carolina
$2.91M +$2.89M +72,324 New
TFP
135
TrueWealth Financial Partners
Washington
$2.88M +$2.86M +71,567 New
TBF
136
True Blue Financial
Michigan
$2.88M +$2.86M +71,567 New
SWP
137
Stratos Wealth Partners
Ohio
$2.86M +$538K +13,464 +23%
GS
138
GTS Securities
New York
$2.85M -$472K -11,820 -14%
VA
139
VestGen Advisors
Illinois
$2.75M -$8.55M -214,048 -76%
OW
140
Olistico Wealth
Oklahoma
$2.75M +$839 +21 +0%
MW
141
Merited Wealth
Florida
$2.71M +$2.69M +67,391 New
FFA
142
Farther Finance Advisors
California
$2.68M +$2.47M +61,865 +1,287%
SPIA
143
Steward Partners Investment Advisory
New York
$2.68M +$658K +16,476 +33%
CL
144
Choreo LLC
Illinois
$2.67M +$56.4K +1,412 +2%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.63M +$455K +11,387 +21%
IAS
146
Investment Advisory Services
Texas
$2.62M +$97.4K +2,440 +4%
IAS
147
Integrity Advisory Solutions
Texas
$2.54M +$430K +10,756 +21%
PWM
148
Pines Wealth Management
North Carolina
$2.52M +$26.8K +671 +1%
BIP
149
Blueprint Investment Partners
North Carolina
$2.5M +$870K +21,788 +54%
MWM
150
Meridian Wealth Management
Kentucky
$2.47M +$152K +3,812 +7%