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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 %
AssetMark Inc
26
AssetMark Inc
California
$26.7M +$468K +13,381 +2%
HIP
27
HUB Investment Partners
Texas
$24.8M +$1.34M +38,426 +6%
SIAS
28
Summit Investment Advisory Services
Minnesota
$22.1M +$962K +27,498 +5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$1.88M +53,873 +10%
IPA
30
Investment Planning Advisors
Georgia
$18.2M +$9.55M +273,013 +111%
SB
31
Strategic Blueprint
Georgia
$18M +$3.33M +95,248 +23%
ASN
32
Advisory Services Network
Georgia
$16.7M +$2.18M +62,208 +15%
HI
33
Harbour Investments
Wisconsin
$15.2M +$1.64M +47,004 +12%
DADC
34
D.A. Davidson & Co
Montana
$15.2M +$776K +22,202 +5%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$13.7M +$1.27M +36,363 +10%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$13.4M +$1.04M +29,737 +8%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$13.3M +$932K +26,643 +8%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$12.8M +$1.54M +44,088 +14%
BCI
39
Brinker Capital Investments
Pennsylvania
$12.5M +$902K +25,786 +8%
OPS
40
Orion Portfolio Solutions
Nebraska
$12.5M +$902K +25,786 +8%
FFS
41
Forge Financial Services
Oklahoma
$12.5M +$12.5M +342,474 New
AWS
42
Atria Wealth Solutions
New York
$12.1M +$671K +19,180 +6%
BB
43
Burford Brothers
Texas
$11.9M +$972K +27,792 +9%
AFA
44
AA Financial Advisors
Ohio
$11.1M +$1.71M +48,951 +18%
BEI
45
Benjamin Edwards Inc
Missouri
$10.9M +$1.36M +38,913 +14%
Jane Street
46
Jane Street
New York
$10.5M +$1.69M +48,193 +19%
EW
47
Entruity Wealth
California
$10.1M +$10.1M +290,135 New
P
48
&Partners
Tennessee
$9.89M +$1.25M +35,629 +14%
DJSG
49
D.J. St. Germain
Massachusetts
$9.72M +$1.04M +29,838 +12%
VA
50
Valmark Advisers
Ohio
$9.62M +$1.5M +42,849 +18%
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