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Capital Group Core Equity ETF

347 hedge funds and large institutions have $5.17B invested in Capital Group Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 213 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 72

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $4.01B → $5.17B (+$1.17B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

4% more funds holding

Funds holding: 335347 (+12)

2.12% more ownership

Funds ownership: 68.1%70.23% (+2.1%)

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
34
Increased
213
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$787M +$143M +3,722,295 +23%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$440M +$31.1M +810,149 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$278M +$52.2M +1,360,335 +24%
Morgan Stanley
4
Morgan Stanley
New York
$242M +$42.8M +1,114,031 +22%
Capital International Investors
5
Capital International Investors
California
$236M +$228M +5,945,089 +17,867%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$218M +$26.7M +695,931 +14%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$189M +$36.7M +954,616 +25%
CGPCS
8
Capital Group Private Client Services
California
$180M +$5.48M +142,694 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$164M +$10.7M +279,692 +7%
Wells Fargo
10
Wells Fargo
California
$157M +$32.2M +839,278 +27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$145M +$9.34M +243,310 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$125M +$5.13M +133,580 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$104M +$5.56M +144,907 +6%
MFG
14
Merit Financial Group
Georgia
$83.3M +$76.2M +1,985,435 +1,624%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$80.8M +$4.65M +121,097 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$79.2M +$10.2M +266,349 +15%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$71.3M -$967K -25,173 -1%
SEI Investments
18
SEI Investments
Pennsylvania
$65.5M +$12.2M +318,846 +24%
UBS Group
19
UBS Group
Switzerland
$58.9M +$1.66M +43,214 +3%
PAG
20
Private Advisor Group
New Jersey
$53.8M +$6.2M +161,511 +13%
Jane Street
21
Jane Street
New York
$53.7M +$46M +1,198,988 +749%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$46.8M +$1.12M +29,225 +3%
HIP
23
HUB Investment Partners
Texas
$44.1M +$14M +365,170 +49%
KAS
24
Kestra Advisory Services
Texas
$42.6M -$3.72M -96,976 -8%
MHB
25
Midwest Heritage Bank
Iowa
$38.6M -$62.1K -1,618 -0.2%

CGUS Hedge Fund Activity: Q3 2025 in Review

347 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2025, worth a combined $5.17B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 14 closed out — a net gain of 20 holders — while 213 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $228M. The largest seller was Investment Planning Advisors, cutting an estimated $17M.

  • 347 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2025, up from 335 in Q2 2025.
  • Funds reported $5.17B of Capital Group Core Equity ETF stock for Q3 2025, up 29% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q3 2025 and 14 closed out, a net change of +20 holders.
  • The largest Capital Group Core Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $228M added.
  • The largest Capital Group Core Equity ETF seller in Q3 2025 was Investment Planning Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.