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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 %
BFS
51
Bard Financial Services
Connecticut
$1.1M +$99.5K +3,875 +10%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.05M +$1.05M +40,856 New
SMC
53
Smith, Moore & Co
Missouri
$977K +$506K +19,705 +108%
SPC
54
Sigma Planning Corp
Michigan
$922K -$114K -4,430 -11%
CA
55
Continuum Advisory
Idaho
$858K +$858K +33,427 New
CFGS
56
Concourse Financial Group Securities
Alabama
$812K -$35.1K -1,362 -4%
FFS
57
Founders Financial Securities
Maryland
$776K +$153K +5,972 +25%
OMC
58
Old Mission Capital
Illinois
$755K +$755K +29,403 New
1WA
59
180 Wealth Advisors
Washington
$699K +$118K +4,611 +20%
WI
60
Wintrust Investments
Illinois
$677K +$418K +16,268 +161%
HI
61
Harbour Investments
Wisconsin
$667K +$77.2K +3,006 +13%
FHC
62
First Heartland Consultants
Missouri
$662K – – –
PFS
63
Prospera Financial Services
Texas
$653K +$653K +25,441 New
TA
64
TKG Advisors
Indiana
$623K -$98.4K -3,832 -14%
BAM
65
Belpointe Asset Management
Nevada
$615K -$358K -13,945 -37%
LWM
66
Lodestone Wealth Management
Washington
$607K +$607K +23,628 New
OIA
67
OneDigital Investment Advisors
Kansas
$605K +$605K +23,548 New
LF
68
Lantz Financial
Illinois
$593K +$97.3K +3,788 +20%
AAS
69
Ameritas Advisory Services
Nebraska
$550K -$47.4K -1,866 -8%
OC
70
Oppenheimer & Co
New York
$494K +$169K +6,600 +52%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$493K +$44.6K +1,736 +10%
SN
72
Sittner & Nelson
Oregon
$469K – – –
HAIM
73
Hunter Associates Investment Management
Pennsylvania
$460K -$205K -8,000 -31%
MWM
74
Meridian Wealth Management
Kentucky
$442K +$82.1K +3,198 +23%
BFA
75
Bill Few Associates
Pennsylvania
$431K -$2.18K -85 -0.5%
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