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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
KOMWMG
201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$868K +$90K +2,344 +12%
PTC
202
Private Trust Company
Ohio
$827K -$6.76K -176 -0.8%
JCM
203
Jacobi Capital Management
Pennsylvania
$808K +$44.3K +1,155 +6%
BFA
204
Beacon Financial Advisory
Ohio
$793K -$2.07K -54 -0.3%
RK
205
Rather & Kittrell
Tennessee
$764K +$356K +9,266 +92%
LC
206
Landaas & Company
Wisconsin
$761K +$5.68K +148 +0.8%
RIL
207
Rothschild Investment LLC
Illinois
$747K +$28.8K +750 +4%
AFP
208
Ausdal Financial Partners
Iowa
$746K +$724K +18,869 New
SW
209
Simplicity Wealth
New Jersey
$738K -$308K -8,010 -30%
HPC
210
Hobart Private Capital
North Carolina
$727K +$157K +4,096 +29%
STA
211
Smith Thornton Advisors
Alabama
$727K
FA
212
Faithward Advisors
Pennsylvania
$725K +$87.8K +2,288 +14%
WS
213
Wedbush Securities
California
$723K +$213K +5,549 +44%
SFC
214
Swisher Financial Concepts
Ohio
$680K -$303K -7,892 -31%
VWA
215
Visionary Wealth Advisors
Illinois
$679K +$61.3K +1,597 +10%
EA
216
Everpar Advisors
Oklahoma
$672K +$5.76K +150 +0.9%
Comerica Bank
217
Comerica Bank
Texas
$668K +$181K +4,703 +39%
AF
218
Advisornet Financial
Minnesota
$657K -$22.8K -593 -3%
HAIM
219
Hunter Associates Investment Management
Pennsylvania
$653K +$9.6K +250 +2%
CL
220
CVFG LLC
Indiana
$651K +$49.5K +1,290 +9%
OP
221
ORG Partners
Indiana
$647K +$199K +5,191 +57%
TA
222
TKG Advisors
Indiana
$616K -$13.5K -352 -2%
HP
223
Holistic Planning
Texas
$611K -$9.18K -239 -2%
HFA
224
High Falls Advisors
New York
$591K -$35.2K -917 -6%
IAIM
225
International Assets Investment Management
Florida
$588K

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.