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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
$323M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$274M
3
PAG
Private Advisor Group
New Jersey
$69.5M
4
Morgan Stanley
Morgan Stanley
New York
$140M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$113M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.52M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.4B
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
4
IAIM
International Assets Investment Management
Florida
$257K
5
Osaic Holdings
Osaic Holdings
Arizona
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
251
Kingsview Wealth Management
Oregon
$254K +$24.8K +710 +11%
NAS
252
NWF Advisory Services
California
$250K +$250K +7,154 New
WI
253
Wintrust Investments
Illinois
$244K -$29.3K -841 -11%
KA
254
Kovack Advisors
Florida
$240K +$240K +6,853 New
IAP
255
Indie Asset Partners
Indiana
$237K – – –
CB
256
Commerce Bank
Missouri
$235K – – –
FHA
257
First Horizon Advisors
Tennessee
$225K – – –
WFAG
258
Worth Financial Advisory Group
North Carolina
$213K +$525 +15 +0.2%
IAS
259
Insigneo Advisory Services
Florida
$204K +$204K +5,823 New
AL
260
ACAS LLC
California
$203K -$29.1K -798 -13%
PCS
261
Private Client Services
Kentucky
$200K +$200K +5,727 New
LDB
262
Lee, Danner & Bass
Tennessee
$121K +$121K +3,450 New
NCM
263
Northwest Capital Management
Oregon
$110K – – –
IA
264
IFP Advisors
Florida
$109K +$18.1K +518 +20%
OP
265
ORG Partners
Indiana
$105K +$105K +2,994 New
RMP
266
Richards, Merrill & Peterson
Washington
$99.7K +$99.7K +2,850 New
TSMHT
267
Thurston Springer Miller Herd & Titak
Indiana
$99.1K +$560 +16 +0.6%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$97.4K – – –
OC
269
Oarsman Capital
Wisconsin
$96.2K – – –
MG
270
Mather Group
Illinois
$91.3K – – –
LFG
271
Larson Financial Group
Missouri
$86.2K +$15K +430 +21%
CA
272
CoreCap Advisors
Michigan
$84.2K -$1.57K -45 -2%
GWM
273
Geneos Wealth Management
Colorado
$76K +$40K +1,143 +111%
SIC
274
Salem Investment Counselors
North Carolina
$64.6K – – –
CIR
275
Clear Investment Research
Georgia
$61.9K +$350 +10 +0.6%
9 10
11
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