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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
PA
201
Procyon Advisors
Connecticut
$557K -$30.8K -876 -5%
HAIM
202
Hunter Associates Investment Management
Pennsylvania
$545K
KOMWMG
203
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$539K +$152K +4,337 +37%
FA
204
Faithward Advisors
Pennsylvania
$536K -$490K -13,934 -46%
RA
205
RFG Advisory
Alabama
$527K +$43.5K +1,239 +9%
AQR Capital Management
206
AQR Capital Management
Connecticut
$527K +$555K +15,785 New
HIM
207
Hanlon Investment Management
New Jersey
$514K +$3.62K +103 +0.7%
WS
208
Wedbush Securities
California
$503K -$23.1K -657 -4%
VWA
209
Visionary Wealth Advisors
Illinois
$502K +$177K +5,036 +50%
HFA
210
High Falls Advisors
New York
$502K +$68.4K +1,948 +15%
GWM
211
Geneos Wealth Management
Colorado
$492K +$441K +12,561 +578%
SWM
212
Silverlake Wealth Management
Vermont
$489K
PCIA
213
Prime Capital Investment Advisors
Kansas
$488K +$87.2K +2,482 +20%
USCWA
214
U.S. Capital Wealth Advisors
Texas
$484K +$509K +14,493 New
TCWM
215
Total Clarity Wealth Management
Illinois
$483K -$77.3K -2,200 -14%
CWC
216
Carolinas Wealth Consulting
North Carolina
$477K -$279K -7,944 -36%
CCA
217
Cravens & Co Advisors
Tennessee
$475K -$6.22K -177 -1%
TSWM
218
Tyler-Stone Wealth Management
Ohio
$471K +$135K +3,850 +38%
VVP
219
Venture Visionary Partners
Ohio
$468K +$96.9K +2,758 +25%
TA
220
TKG Advisors
Indiana
$466K -$32.7K -931 -6%
TWM
221
TCFG Wealth Management
California
$458K
HPC
222
Hobart Private Capital
North Carolina
$456K +$45.8K +1,303 +11%
CL
223
CVFG LLC
Indiana
$456K +$97.5K +2,776 +26%
AWA
224
Arkadios Wealth Advisors
Georgia
$440K
HAM
225
Harmony Asset Management
Arizona
$437K -$13.3K -379 -3%

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.