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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 %
FP
276
Financial Perspectives
Minnesota
$53.9K – – –
SIM
277
Synergy Investment Management
Florida
$50.2K +$50.2K +1,435 New
MSFP
278
Mark Sheptoff Financial Planning
Connecticut
$44.3K +$3.04K +87 +7%
WAS
279
Winch Advisory Services
Wisconsin
$41.5K +$175 +5 +0.4%
SFG
280
Stonebridge Financial Group
Pennsylvania
$41.2K +$41.2K +1,178 New
Simplex Trading
281
Simplex Trading
Illinois
$40K +$40K +1,159 New
CAL
282
Capital Analysts LLC
Pennsylvania
$35K – – –
BC
283
Barrett & Company
Rhode Island
$34.7K -$105 -3 -0.3%
CAWM
284
Capital A Wealth Management
Pennsylvania
$34.3K +$34.3K +982 New
HBW
285
Hazlett, Burt & Watson
West Virginia
$34K +$11.1K +325 +48%
ME
286
McIlrath & Eck
Washington
$31.5K – – –
TC
287
Trust Company
Kansas
$29.4K – – –
CSWM
288
Cassady Schiller Wealth Management
Ohio
$23.6K – – –
AGWCA
289
Annis Gardner Whiting Capital Advisors
Florida
$21.2K +$1.43K +41 +7%
VWM
290
Venturi Wealth Management
Texas
$20.1K +$20.1K +574 New
WA
291
Whipplewood Advisors
Colorado
$18.2K +$18.2K +520 New
AG
292
AmeriFlex Group
Nevada
$15.8K +$15.8K +434 New
AI
293
Arvest Investments
Arkansas
$14.3K – – –
IWP
294
IAG Wealth Partners
Wisconsin
$12.4K – – –
S
295
SignatureFD
Georgia
$10.7K +$10.7K +306 New
WTFG
296
Wood Tarver Financial Group
Idaho
$6K +$6K +197 New
NS
297
NBC Securities
Alabama
$5.22K -$4.64M -132,408 -100%
KIM
298
Kestra Investment Management
Texas
$4.31K +$4.31K +123 New
CPBTD
299
Central Pacific Bank - Trust Division
Hawaii
$2.97K +$2.97K +85 New
MCM
300
MAI Capital Management
Ohio
$2.9K +$2.9K +83 New
9 10 11
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