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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

302 hedge funds and large institutions have $4.27B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+46
Holders Change %
+17.97%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
60
Increased
175
Reduced
43
Closed
9
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$89.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.6M
3
PAG
Private Advisor Group
New Jersey
+$40M
4
Morgan Stanley
Morgan Stanley
New York
+$34.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.4M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$25M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$8.52M
4
IAIM
International Assets Investment Management
Florida
-$7.39M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
226
Richmond Investment Services
Wisconsin
$361K +$361K +10,311 New
TSWM
227
Tyler-Stone Wealth Management
Ohio
$359K +$99.9K +2,857 +39%
IAG
228
Investmark Advisory Group
Connecticut
$354K +$1.08K +31 +0.3%
OC
229
Oppenheimer & Co
New York
$351K -$14K -400 -4%
VWA
230
Visionary Wealth Advisors
Illinois
$350K +$42.8K +1,223 +14%
NWMG
231
National Wealth Management Group
Ohio
$336K +$6.99K +200 +2%
CA
232
CapWealth Advisors
Tennessee
$325K -$16.9K -484 -5%
RK
233
Rather & Kittrell
Tennessee
$316K +$15.2K +436 +5%
CWA
234
Cornerstone Wealth Advisors
Minnesota
$315K +$315K +9,013 New
SG
235
StoneX Group
New York
$311K +$311K +8,905 New
GIA
236
Gladstone Institutional Advisory
Florida
$298K -$5.14K -147 -2%
PTC
237
Private Trust Company
Ohio
$297K – – –
DA
238
Detalus Advisors
Missouri
$294K – – –
PWM
239
Perigon Wealth Management
California
$291K +$291K +8,252 New
ACM
240
Advance Capital Management
Michigan
$287K +$1.01K +29 +0.4%
CL
241
CIM LLC
New York
$282K +$33.3K +952 +13%
PI
242
PFG Investments
New York
$278K +$1.57K +45 +0.6%
GWSG
243
GPS Wealth Strategies Group
Colorado
$275K -$18.7K -535 -6%
BCA
244
Bay Colony Advisors
Massachusetts
$270K +$270K +7,734 New
JWCA
245
J.W. Cole Advisors
Florida
$270K +$175 +5 +0.1%
DWP
246
Daymark Wealth Partners
Ohio
$265K -$9.41K -269 -3%
TAM
247
Titleist Asset Management
Texas
$264K +$804 +23 +0.3%
AI
248
Atria Investments
North Carolina
$260K +$51.8K +1,482 +25%
IAIM
249
International Assets Investment Management
Florida
$257K -$7.39M -211,725 -97%
WEG
250
World Equity Group
Illinois
$255K -$1.78K -51 -0.7%
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