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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 %
KOMWMG
201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$539K +$145K +4,337 +37%
FA
202
Faithward Advisors
Pennsylvania
$536K -$465K -13,934 -46%
RA
203
RFG Advisory
Alabama
$527K +$41.4K +1,239 +9%
AQR Capital Management
204
AQR Capital Management
Connecticut
$527K +$527K +15,785 New
HIM
205
Hanlon Investment Management
New Jersey
$514K +$3.44K +103 +0.7%
WS
206
Wedbush Securities
California
$503K -$21.9K -657 -4%
VWA
207
Visionary Wealth Advisors
Illinois
$502K +$168K +5,036 +50%
HFA
208
High Falls Advisors
New York
$502K +$65.1K +1,948 +15%
GWM
209
Geneos Wealth Management
Colorado
$492K +$420K +12,561 +578%
SWM
210
Silverlake Wealth Management
Vermont
$489K – – –
PCIA
211
Prime Capital Investment Advisors
Kansas
$488K +$82.9K +2,482 +20%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$484K +$484K +14,493 New
TCWM
213
Total Clarity Wealth Management
Illinois
$483K -$76.9K -2,200 -14%
CWC
214
Carolinas Wealth Consulting
North Carolina
$477K -$265K -7,944 -36%
CCA
215
Cravens & Co Advisors
Tennessee
$475K -$5.91K -177 -1%
TSWM
216
Tyler-Stone Wealth Management
Ohio
$471K +$129K +3,850 +38%
VVP
217
Venture Visionary Partners
Ohio
$468K +$92.1K +2,758 +25%
TA
218
TKG Advisors
Indiana
$466K -$31.1K -931 -6%
TWM
219
TCFG Wealth Management
California
$458K – – –
HPC
220
Hobart Private Capital
North Carolina
$456K +$43.5K +1,303 +11%
CL
221
CVFG LLC
Indiana
$456K +$92.7K +2,776 +26%
AWA
222
Arkadios Wealth Advisors
Georgia
$440K – – –
HAM
223
Harmony Asset Management
Arizona
$437K -$12.7K -379 -3%
TC
224
Trilogy Capital
California
$433K – – –
AF
225
Advisornet Financial
Minnesota
$431K +$69K +2,067 +19%
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