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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 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 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Meridian Wealth Management
Kentucky
$1.17M +$468 +14 +0%
AIM
152
Advyzon Investment Management
Illinois
$1.14M +$1.07K +32 +0.1%
KAS
153
KPP Advisory Services
Kentucky
$1.12M -$253K -7,574 -18%
Capital International Investors
154
Capital International Investors
California
$1.11M -$2.14K -64 -0.2%
PPWP
155
Premier Path Wealth Partners
New Jersey
$1.09M -$59K -1,766 -5%
CWS
156
Confluence Wealth Services
Pennsylvania
$1.09M +$576K +18,089 +111%
IWN
157
Independent Wealth Network
Iowa
$1.08M +$147K +4,411 +16%
ARC
158
Advisor Resource Council
Texas
$1.06M +$1.06M +31,716 New
Cerity Partners
159
Cerity Partners
New York
$1.04M +$28.9K +865 +3%
1WA
160
180 Wealth Advisors
Washington
$1.03M -$23.5K -705 -2%
LA
161
Lynch & Associates
Indiana
$984K +$310K +9,286 +46%
SFC
162
Swisher Financial Concepts
Ohio
$975K +$586K +17,552 +151%
BL
163
Balentine LLC
Georgia
$972K – – –
HAS
164
HBW Advisory Services
California
$968K +$196K +5,878 +25%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$956K -$65.6K -1,965 -6%
CAM
166
Cozad Asset Management
Illinois
$947K +$273K +8,174 +40%
GWP
167
Gateway Wealth Partners
Wisconsin
$946K +$257K +7,692 +37%
SPIA
168
Steward Partners Investment Advisory
New York
$916K -$5.68K -170 -0.6%
KPWS
169
Kestra Private Wealth Services
Texas
$916K +$24.2K +725 +3%
MWM
170
Mascagni Wealth Management
Mississippi
$871K – – –
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$865K +$115K +3,445 +15%
AF
172
Allworth Financial
California
$855K +$35.9K +1,104 +4%
Creative Planning
173
Creative Planning
Kansas
$838K +$36.3K +1,088 +5%
BAM
174
Belpointe Asset Management
Nevada
$826K +$33.4K +1,001 +4%
AWM
175
Axxcess Wealth Management
California
$804K +$43.2K +1,293 +6%
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