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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

329 hedge funds and large institutions have $3.95B invested in Capital Group Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 193 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.41%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
36
Increased
193
Reduced
72
Closed
17
Calls
$602K
Puts
$3K
Net Calls
+$599K
Net Calls Change
-$777K

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$44.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.3M
5
Morgan Stanley
Morgan Stanley
New York
+$24.1M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$21.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
3
CSP
Cary Street Partners
Virginia
-$10.9M
4
AF
Affiance Financial
Minnesota
-$8.44M
5
NA
NewEdge Advisors
Louisiana
-$6.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$598M +$49.9M +1,349,921 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$381M +$45.7M +1,238,324 +14%
Raymond James Financial
3
Raymond James Financial
Florida
$209M +$16.6M +450,094 +9%
Morgan Stanley
4
Morgan Stanley
New York
$185M +$24.1M +651,265 +15%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$178M +$36.3M +983,350 +26%
CGPCS
6
Capital Group Private Client Services
California
$163M +$4.56M +123,491 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$143M +$11.6M +312,926 +9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$142M +$44.6M +1,211,733 +46%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$126M +$8.6M +232,758 +7%
Wells Fargo
10
Wells Fargo
California
$116M +$7.09M +192,040 +7%
MML Investors Services
11
MML Investors Services
Massachusetts
$112M +$11.1M +301,273 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$92.1M +$8.38M +226,965 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$71M -$1.95M -52,675 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$67.5M +$4.36M +118,009 +7%
UBS Group
15
UBS Group
Switzerland
$53.5M +$20.4M +552,192 +62%
SEI Investments
16
SEI Investments
Pennsylvania
$49.4M +$12.5M +338,456 +34%
PAG
17
Private Advisor Group
New Jersey
$44.3M +$1.78M +48,289 +4%
KAS
18
Kestra Advisory Services
Texas
$43.4M +$2.94M +79,710 +7%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$42.7M +$3.27M +88,433 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$36.6M -$16.2M -464,012 -31%
MHB
21
Midwest Heritage Bank
Iowa
$36.1M +$1.06M +28,790 +3%
SFA
22
Souders Financial Advisors
Ohio
$34.4M +$1.9M +51,514 +6%
AssetMark Inc
23
AssetMark Inc
California
$31.5M +$1.82M +49,304 +6%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$31.4M +$16.4M +444,485 +110%
Stifel Financial
25
Stifel Financial
Missouri
$31.3M +$4.05M +109,551 +15%
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