CGUS icon

Capital Group Core Equity ETF

407 hedge funds and large institutions have $6.37B invested in Capital Group Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 228 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$1.32M
LC
202
Landaas & Company
Wisconsin
$1.31M
BFA
203
Bill Few Associates
Pennsylvania
$1.29M
1WA
204
180 Wealth Advisors
Washington
$1.27M
JCM
205
Jacobi Capital Management
Pennsylvania
$1.26M
FCM
206
Fourpath Capital Management
Oklahoma
$1.19M
RFS
207
RM Financial Services
Maine
$1.18M
PTC
208
Private Trust Company
Ohio
$1.17M
AO
209
Advisor OS
Illinois
$1.14M
BL
210
Balentine LLC
Georgia
$1.12M
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$1.11M
AFP
212
Ausdal Financial Partners
Iowa
$1.1M
USCWA
213
U.S. Capital Wealth Advisors
Texas
$1.05M
SWGC
214
Summit Wealth Group (Colorado)
Colorado
$1.05M
MHS
215
M Holdings Securities
Oregon
$1.04M
Creative Planning
216
Creative Planning
Kansas
$1.03M
VWA
217
Visionary Wealth Advisors
Illinois
$1.03M
KOMWMG
218
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1M
BAM
219
Belpointe Asset Management
Nevada
$996K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$978K
OL
221
Owen LaRue
Kentucky
$972K
NAS
222
NWF Advisory Services
California
$962K
MOS
223
MGO One Seven
Ohio
$957K
GIA
224
Gladstone Institutional Advisory
Florida
$942K
PWA
225
PCG Wealth Advisors
Kansas
$930K