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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
AWM
176
Axxcess Wealth Management
California
$804K +$45.4K +1,293 +6%
FWS
177
FinDec Wealth Services
California
$803K -$5.6M -159,394 -87%
LC
178
Lincoln Capital
Nebraska
$778K +$460K +13,107 +112%
CFG
179
Certior Financial Group
Pennsylvania
$774K +$30.7K +875 +4%
D.E. Shaw & Co
180
D.E. Shaw & Co
New York
$761K +$801K +22,797 New
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$718K +$100K +2,846 +15%
SA
182
Sanctuary Advisors
Indiana
$717K +$27.3K +776 +4%
LC
183
Landaas & Company
Wisconsin
$707K +$743K +21,157 New
BFA
184
Beacon Financial Advisory
Ohio
$705K -$52.1K -1,484 -7%
DC
185
Davenport & Co
Virginia
$691K +$43.2K +1,231 +6%
BFA
186
Bill Few Associates
Pennsylvania
$689K +$33.3K +948 +5%
SWP
187
Stratos Wealth Partners
Ohio
$648K +$203K +5,774 +42%
FCM
188
Fourpath Capital Management
Oklahoma
$641K +$126K +3,596 +23%
AAP
189
Arax Advisory Partners
Colorado
$637K +$670K +19,078 New
SPC
190
Sigma Planning Corp
Michigan
$624K +$106K +3,021 +19%
STA
191
Smith Thornton Advisors
Alabama
$614K +$176 +5 +0%
AO
192
Advisor OS
Illinois
$609K +$177K +5,028 +38%
HF
193
HRT Financial
New York
$601K +$633K +18,021 New
DFG
194
Delta Financial Group
New Jersey
$595K +$34.1K +970 +6%
AG
195
Ascent Group
Virginia
$595K +$61.3K +1,745 +11%
GLA
196
Good Life Advisors
Pennsylvania
$590K +$95.3K +2,712 +18%
IA
197
IFG Advisory
Georgia
$573K +$220K +6,271 +58%
CCA
198
Cypress Capital Advisors
Tennessee
$565K +$24.6K +700 +4%
RIL
199
Rothschild Investment LLC
Illinois
$564K
EA
200
Everpar Advisors
Oklahoma
$564K +$7.03K +200 +1%

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.