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Capital Group Core Equity ETF

335 hedge funds and large institutions have $4.01B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,967% more call options, than puts

Call options by funds: $602K | Put options by funds: $3K

170% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 73

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $3.27B → $4.01B (+$738M)

5% more funds holding

Funds holding: 319335 (+16)

0.69% more ownership

Funds ownership: 67.41%68.1% (+0.69%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
335
Holders Change
+16
Holders Change %
+5.02%
% of All Funds
4.41%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
36
Increased
197
Reduced
73
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$598M +$46M +1,349,921 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$381M +$42.2M +1,238,324 +14%
Raymond James Financial
3
Raymond James Financial
Florida
$209M +$15.3M +450,094 +9%
Morgan Stanley
4
Morgan Stanley
New York
$185M +$22.2M +651,265 +15%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$178M +$33.5M +983,350 +26%
CGPCS
6
Capital Group Private Client Services
California
$163M +$4.21M +123,491 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$143M +$10.7M +312,926 +9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$142M +$41.3M +1,211,733 +46%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$126M +$7.93M +232,758 +7%
Wells Fargo
10
Wells Fargo
California
$116M +$6.54M +192,040 +7%
MML Investors Services
11
MML Investors Services
Massachusetts
$112M +$10.3M +301,273 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$92.1M +$7.73M +226,965 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$71M -$1.79M -52,675 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$67.5M +$4.02M +118,009 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$64.4M +$8.44M +247,785 +16%
UBS Group
16
UBS Group
Switzerland
$53.5M +$18.8M +552,192 +62%
SEI Investments
17
SEI Investments
Pennsylvania
$49.4M +$11.5M +338,456 +34%
PAG
18
Private Advisor Group
New Jersey
$44.3M +$1.64M +48,289 +4%
KAS
19
Kestra Advisory Services
Texas
$43.4M +$2.72M +79,710 +7%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$42.7M +$3.01M +88,433 +8%
MHB
21
Midwest Heritage Bank
Iowa
$36.1M +$981K +28,790 +3%
SFA
22
Souders Financial Advisors
Ohio
$34.4M +$1.75M +51,514 +6%
AssetMark Inc
23
AssetMark Inc
California
$31.5M +$1.68M +49,304 +6%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$31.4M +$15.1M +444,485 +110%
Stifel Financial
25
Stifel Financial
Missouri
$31.3M +$3.73M +109,551 +15%

CGUS Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2025, worth a combined $4.01B — up 23% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGUS positions and 17 closed out — a net gain of 19 holders — while 197 added to existing stakes and 73 trimmed.

The largest buyer was LPL Financial, adding an estimated $46M. The largest seller was Cary Street Partners, cutting an estimated $10.1M.

  • 335 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2025, up from 319 in Q1 2025.
  • Funds reported $4.01B of Capital Group Core Equity ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Equity ETF positions in Q2 2025 and 17 closed out, a net change of +19 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $46M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2025 was Cary Street Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.