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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

118 hedge funds and large institutions have $579M invested in Capital Group Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
65
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
2
CA
Cetera Advisors
Colorado
+$13.1M
3
MML Investors Services
MML Investors Services
Massachusetts
+$12.8M
4
RJA
Raymond James & Associates
Florida
+$9.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.09M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$5.05M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.17M
3
SB
Strategic Blueprint
Georgia
-$2.25M
4
FTUS
Flow Traders U.S.
New York
-$1.07M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWS
26
FinDec Wealth Services
California
$4.75M -$33.3K -1,295 -0.7%
UBS Group
27
UBS Group
Switzerland
$4.57M +$678K +26,389 +17%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$4.53M +$488K +19,000 +12%
NA
29
NewEdge Advisors
Louisiana
$4.14M +$613K +23,875 +17%
MFG
30
Merit Financial Group
Georgia
$3.68M +$3.68M +143,117 New
GKWIM
31
Gerber Kawasaki Wealth & Investment Management
California
$3.67M +$3.18M +123,968 +649%
DJSG
32
D.J. St. Germain
Massachusetts
$3.45M +$3.45M +134,451 New
DADC
33
D.A. Davidson & Co
Montana
$3.31M +$44.2K +1,722 +1%
PA
34
Procyon Advisors
Connecticut
$3.31M -$31.5K -1,225 -0.9%
GSC
35
G&S Capital
Colorado
$3.25M -$688K -26,786 -17%
ASN
36
Advisory Services Network
Georgia
$2.83M -$5.05M -196,642 -64%
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$2.67M +$2.64M +102,619 +7,053%
BPFA
38
Barnes Pettey Financial Advisors
Mississippi
$2.65M +$342K +13,326 +15%
AWS
39
Atria Wealth Solutions
New York
$2.13M +$171K +6,637 +9%
ACA
40
Aptus Capital Advisors
Alabama
$2.03M -$188K -7,340 -8%
SS
41
Sunbelt Securities
Texas
$1.87M +$807K +31,438 +76%
CAN
42
Cetera Advisor Networks
California
$1.86M +$758K +29,531 +69%
SS
43
Simplicity Solutions
Minnesota
$1.82M +$1.39M +54,102 +326%
BFG
44
Bleakley Financial Group
New Jersey
$1.82M +$1.39M +54,102 +326%
OW
45
Olistico Wealth
Oklahoma
$1.75M +$1.75M +68,200 New
EFS
46
Essex Financial Services
Connecticut
$1.72M +$438K +17,061 +34%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.68M +$24.4K +951 +1%
CL
48
Choreo LLC
Illinois
$1.6M +$264K +10,242 +20%
CBFP
49
Cedar Brook Financial Partners
Ohio
$1.43M +$30.3K +1,178 +2%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$159K +6,204 +17%
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