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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

256 hedge funds and large institutions have $2.35B invested in Capital Group Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 163 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
163
Reduced
40
Closed
14
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$229M
2
Bank of America
2
Bank of America
North Carolina
$40.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$229M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$20.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$11.1M
2
HIP
2
HUB Investment Partners
Texas
$23M
3
SPC
3
Sigma Planning Corp
Michigan
$506K
4
OMC
4
Old Mission Capital
Illinois
$4.81M
5
SW
5
Simplicity Wealth
New Jersey
$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
251
Cassady Schiller Wealth Management
Ohio
$23.1K +$23.1K +675 New
HBW
252
Hazlett, Burt & Watson
West Virginia
$23K +$10.2K +300 +80%
AGWCA
253
Annis Gardner Whiting Capital Advisors
Florida
$19.4K +$19.4K +564 New
AI
254
Arvest Investments
Arkansas
$14K – – –
IWP
255
IAG Wealth Partners
Wisconsin
$12.2K – – –
IAIM
256
International Assets Investment Management
Florida
$6.39K +$6.2K +212,672 +3,317%
FTUS
257
Flow Traders U.S.
New York
– -$1.77M -55,001 Closed
BTWM
258
Baker Tilly Wealth Management
Wisconsin
– -$731K -22,665 Closed
HF
259
HRT Financial
New York
– -$700K -21,728 Closed
AFG
260
AFS Financial Group
Maryland
– -$675K -20,925 Closed
QC
261
Quadrature Capital
United Kingdom
– -$472K -14,659 Closed
RW
262
Rockport Wealth
Ohio
– -$364K -11,288 Closed
GSEP
263
Golden State Equity Partners
California
– -$356K -11,033 Closed
SG
264
StoneX Group
New York
– -$320K -9,892 Closed
TFS
265
Thoroughbred Financial Services
Tennessee
– -$289K -8,961 Closed
ATPW
266
Ashton Thomas Private Wealth
Arizona
– -$12.1K -374 Closed
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
– -$4.35K -135 Closed
OWA
268
Opal Wealth Advisors
New York
– -$2.61K -81 Closed
FFA
269
Farther Finance Advisors
California
– -$2.13K -66 Closed
FPF
270
First Pacific Financial
Washington
– -$1.71K -53 Closed
7 8 9 10
11