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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
CWM
151
Congress Wealth Management
Massachusetts
$1.17M +$1.22M +34,676 New
MWM
152
Meridian Wealth Management
Kentucky
$1.17M +$492 +14 +0%
AIM
153
Advyzon Investment Management
Illinois
$1.14M +$1.12K +32 +0.1%
KAS
154
KPP Advisory Services
Kentucky
$1.12M -$266K -7,574 -18%
Capital International Investors
155
Capital International Investors
California
$1.11M -$2.25K -64 -0.2%
PPWP
156
Premier Path Wealth Partners
New Jersey
$1.09M -$62K -1,766 -5%
CWS
157
Confluence Wealth Services
Pennsylvania
$1.09M +$635K +18,089 +111%
IWN
158
Independent Wealth Network
Iowa
$1.08M +$155K +4,411 +16%
ARC
159
Advisor Resource Council
Texas
$1.06M +$1.11M +31,716 New
Cerity Partners
160
Cerity Partners
New York
$1.04M +$30.4K +865 +3%
1WA
161
180 Wealth Advisors
Washington
$1.03M -$24.8K -705 -2%
LA
162
Lynch & Associates
Indiana
$984K +$326K +9,286 +46%
SFC
163
Swisher Financial Concepts
Ohio
$975K +$617K +17,552 +151%
BL
164
Balentine LLC
Georgia
$972K
HAS
165
HBW Advisory Services
California
$968K +$207K +5,878 +25%
JP Morgan Chase
166
JP Morgan Chase
New York
$956K -$69K -1,965 -6%
CAM
167
Cozad Asset Management
Illinois
$947K +$287K +8,174 +40%
GWP
168
Gateway Wealth Partners
Wisconsin
$946K +$270K +7,692 +37%
SPIA
169
Steward Partners Investment Advisory
New York
$916K -$5.97K -170 -0.6%
KPWS
170
Kestra Private Wealth Services
Texas
$916K +$25.5K +725 +3%
MWM
171
Mascagni Wealth Management
Mississippi
$871K
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$865K +$121K +3,445 +15%
AF
173
Allworth Financial
California
$855K +$38.8K +1,104 +4%
Creative Planning
174
Creative Planning
Kansas
$838K +$38.2K +1,088 +5%
BAM
175
Belpointe Asset Management
Nevada
$826K +$35.2K +1,001 +4%

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.