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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
GWP
176
Gateway Wealth Partners
Wisconsin
$1.17M +$75.5K +1,966 +7%
BL
177
Balentine LLC
Georgia
$1.15M
EWS
178
Evergreen Wealth Solutions
Pennsylvania
$1.14M -$6.72K -175 -0.6%
SPC
179
Sigma Planning Corp
Michigan
$1.14M +$196K +5,092 +22%
Creative Planning
180
Creative Planning
Kansas
$1.05M +$48.7K +1,269 +5%
BFA
181
Bill Few Associates
Pennsylvania
$1.03M +$63.1K +1,643 +7%
SF
182
Summit Financial
New Jersey
$1.03M +$999K +26,024 New
USCWA
183
U.S. Capital Wealth Advisors
Texas
$1.01M +$110K +2,864 +13%
VC
184
Vicus Capital
Pennsylvania
$999K +$397K +10,338 +69%
AF
185
Allworth Financial
California
$998K -$62.3K -1,622 -6%
RIS
186
Richmond Investment Services
Wisconsin
$998K +$70.5K +1,835 +8%
OC
187
Oppenheimer & Co
New York
$990K +$145K +3,775 +18%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$986K -$2.61K -68 -0.3%
BAM
189
Belpointe Asset Management
Nevada
$982K +$9.95K +259 +1%
AWM
190
Axxcess Wealth Management
California
$976K +$64.2K +1,672 +7%
AO
191
Advisor OS
Illinois
$973K +$69.6K +1,812 +8%
SFS
192
Security Financial Services
Indiana
$971K +$467K +12,154 +98%
GS
193
GWN Securities
Florida
$967K +$73.6K +1,918 +9%
MHS
194
M Holdings Securities
Oregon
$960K -$845 -22 -0.1%
DC
195
Davenport & Co
Virginia
$933K +$82.4K +2,146 +10%
CFG
196
Certior Financial Group
Pennsylvania
$922K +$70.4K +1,833 +9%
FCM
197
Fourpath Capital Management
Oklahoma
$921K +$78.1K +2,035 +10%
CIAS
198
Capital Investment Advisory Services
North Carolina
$914K +$468K +12,184 +111%
OL
199
Owen LaRue
Kentucky
$907K +$516K +13,445 +142%
NAS
200
NWF Advisory Services
California
$898K +$380K +9,905 +77%

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.