CGUS icon

Capital Group Core Equity ETF

345 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, 211 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$147M
3 +$78.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$53.8M
5
Jane Street
Jane Street
New York
+$47.4M

Top Sellers

1 -$17.5M
2 -$15.4M
3 -$10.9M
4
OMC
Old Mission Capital
Illinois
-$8.18M
5
NS
NBC Securities
Alabama
-$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
201
Jacobi Capital Management
Pennsylvania
$808K
BFA
202
Beacon Financial Advisory
Ohio
$793K
RK
203
Rather & Kittrell
Tennessee
$764K
LC
204
Landaas & Company
Wisconsin
$761K
RIL
205
Rothschild Investment LLC
Illinois
$747K
AFP
206
Ausdal Financial Partners
Iowa
$746K
SW
207
Simplicity Wealth
New Jersey
$738K
HPC
208
Hobart Private Capital
North Carolina
$727K
STA
209
Smith Thornton Advisors
Alabama
$727K
FA
210
Faithward Advisors
Pennsylvania
$725K
WS
211
Wedbush Securities
California
$723K
SA
212
Sanctuary Advisors
Indiana
$717K
SFC
213
Swisher Financial Concepts
Ohio
$680K
VWA
214
Visionary Wealth Advisors
Illinois
$679K
EA
215
Everpar Advisors
Oklahoma
$672K
Comerica Bank
216
Comerica Bank
Texas
$668K
AF
217
Advisornet Financial
Minnesota
$657K
HAIM
218
Hunter Associates Investment Management
Pennsylvania
$653K
CL
219
CVFG LLC
Indiana
$651K
OP
220
ORG Partners
Indiana
$647K
TA
221
TKG Advisors
Indiana
$616K
HP
222
Holistic Planning
Texas
$611K
HFA
223
High Falls Advisors
New York
$591K
IAIM
224
International Assets Investment Management
Florida
$588K
AG
225
Ascent Group
Virginia
$587K