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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
LPL Financial
1
LPL Financial
California
$496M +$197M +5,611,806 +61%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$304M +$44.1M +1,254,091 +16%
Raymond James Financial
3
Raymond James Financial
Florida
$174M +$13M +370,182 +8%
Morgan Stanley
4
Morgan Stanley
New York
$146M +$12.1M +344,472 +9%
CGPCS
5
Capital Group Private Client Services
California
$143M +$11.5M +327,056 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$128M +$27.4M +779,618 +25%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$119M +$11.5M +326,427 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$106M +$15.3M +434,231 +16%
Wells Fargo
9
Wells Fargo
California
$98.4M +$10.5M +299,398 +11%
MML Investors Services
10
MML Investors Services
Massachusetts
$91.2M +$23M +654,735 +32%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$87.7M +$31M +882,735 +50%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$75.7M +$9.05M +257,652 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$66M +$9.48M +269,972 +16%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$57.1M +$3.91M +111,213 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$50.4M +$3.24M +92,350 +7%
PAG
16
Private Advisor Group
New Jersey
$38.5M -$29.3M -834,828 -42%
KAS
17
Kestra Advisory Services
Texas
$36.6M +$4.6M +130,958 +14%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$35.6M +$2.45M +69,784 +7%
NA
19
NewEdge Advisors
Louisiana
$33.6M +$3.38M +96,148 +11%
SEI Investments
20
SEI Investments
Pennsylvania
$33.4M +$4.26M +121,191 +14%
MHB
21
Midwest Heritage Bank
Iowa
$31.7M +$3.88M +110,454 +13%
UBS Group
22
UBS Group
Switzerland
$29.9M +$3.15M +89,582 +11%
SFA
23
Souders Financial Advisors
Ohio
$29.4M +$2.35M +66,793 +8%
AssetMark Inc
24
AssetMark Inc
California
$26.8M +$1.39M +39,697 +5%
Stifel Financial
25
Stifel Financial
Missouri
$24.6M -$6.52M -185,492 -20%

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.