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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

314 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 32 funds opening new positions, 190 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
4.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
32
Increased
190
Reduced
58
Closed
15
Calls
$1.43M
Puts
$50K
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

1
LPL Financial
LPL Financial
California
+$187M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.9M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$27.9M
2
ASN
Advisory Services Network
Georgia
-$11M
3
IAA
Independent Advisor Alliance
North Carolina
-$8.38M
4
Stifel Financial
Stifel Financial
Missouri
-$6.2M
5
FWS
FinDec Wealth Services
California
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$496M +$187M +5,611,806 +61%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$304M +$41.9M +1,254,091 +16%
Raymond James Financial
3
Raymond James Financial
Florida
$174M +$12.4M +370,182 +8%
Morgan Stanley
4
Morgan Stanley
New York
$146M +$11.5M +344,472 +9%
CGPCS
5
Capital Group Private Client Services
California
$143M +$10.9M +327,056 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$128M +$26M +779,618 +25%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$119M +$10.9M +326,427 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$106M +$14.5M +434,231 +16%
Wells Fargo
9
Wells Fargo
California
$98.4M +$10M +299,398 +11%
MML Investors Services
10
MML Investors Services
Massachusetts
$91.2M +$21.9M +654,735 +32%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$87.7M +$29.4M +882,735 +50%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$75.7M +$8.61M +257,652 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$66M +$9.02M +269,972 +16%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$57.1M +$3.71M +111,213 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$50.4M +$3.08M +92,350 +7%
PAG
16
Private Advisor Group
New Jersey
$38.5M -$27.9M -834,828 -42%
KAS
17
Kestra Advisory Services
Texas
$36.6M +$4.37M +130,958 +14%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$35.6M +$2.33M +69,784 +7%
NA
19
NewEdge Advisors
Louisiana
$33.6M +$3.21M +96,148 +11%
SEI Investments
20
SEI Investments
Pennsylvania
$33.4M +$4.05M +121,191 +14%
MHB
21
Midwest Heritage Bank
Iowa
$31.7M +$3.69M +110,454 +13%
UBS Group
22
UBS Group
Switzerland
$29.9M +$2.99M +89,582 +11%
SFA
23
Souders Financial Advisors
Ohio
$29.4M +$2.23M +66,793 +8%
AssetMark Inc
24
AssetMark Inc
California
$26.8M +$1.33M +39,697 +5%
Stifel Financial
25
Stifel Financial
Missouri
$24.6M -$6.2M -185,492 -20%
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