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Capital Group Core Equity ETF

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: 1418 (+4)

4% more funds holding

Funds holding: 335347 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
151
Mayflower Financial Advisors
Massachusetts
$1.74M +$31.6K +823 +2%
KAS
152
KPP Advisory Services
Kentucky
$1.68M +$194K +5,042 +14%
WIP
153
WealthCare Investment Partners
Rhode Island
$1.67M +$6.99K +182 +0.4%
AFM
154
Armstrong Fleming & Moore
District of Columbia
$1.66M -$12.8K -334 -0.8%
HAS
155
HBW Advisory Services
California
$1.65M +$100K +2,612 +7%
CFA
156
CWS Financial Advisors
Michigan
$1.62M +$11.3K +294 +0.7%
AAS
157
Ameritas Advisory Services
Nebraska
$1.62M +$238K +6,211 +18%
BFA
158
Blueprint Financial Advisors
North Carolina
$1.6M +$1.55M +40,425 New
BIP
159
Blueprint Investment Partners
North Carolina
$1.6M +$1.55M +40,425 New
VVP
160
Venture Visionary Partners
Ohio
$1.55M +$442K +11,499 +42%
OIA
161
OneDigital Investment Advisors
Kansas
$1.52M +$231K +6,008 +18%
MSAM
162
Moloney Securities Asset Management
Missouri
$1.47M +$46.1K +1,200 +3%
IWN
163
Independent Wealth Network
Iowa
$1.43M +$98.4K +2,562 +8%
CAM
164
Cozad Asset Management
Illinois
$1.4M +$93.7K +2,440 +7%
LA
165
Lynch & Associates
Indiana
$1.36M +$73.6K +1,918 +6%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$1.35M -$2.73K -71 -0.2%
KPWS
167
Kestra Private Wealth Services
Texas
$1.35M +$95.7K +2,493 +8%
AIM
168
Advyzon Investment Management
Illinois
$1.33M -$23.4K -610 -2%
IA
169
IFG Advisory
Georgia
$1.31M +$206K +5,358 +19%
PPWP
170
Premier Path Wealth Partners
New Jersey
$1.31M +$14K +364 +1%
1WA
171
180 Wealth Advisors
Washington
$1.26M +$18.1K +471 +2%
CAL
172
Capital Analysts LLC
Pennsylvania
$1.25M +$668K +17,399 +124%
TWM
173
TCFG Wealth Management
California
$1.24M +$163K +4,240 +16%
Cerity Partners
174
Cerity Partners
New York
$1.24M +$1.54K +40 +0.1%
LC
175
Lincoln Capital
Nebraska
$1.18M +$110K +2,865 +11%

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.