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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

148 hedge funds and large institutions have $799M invested in Capital Group Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
33
Increased
90
Reduced
13
Closed
3
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$234K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.1M
2
AssetMark Inc
2
AssetMark Inc
California
$17M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$13.3M
4
LPL Financial
4
LPL Financial
California
$61.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.9M

Top Sellers

1
SIAS
1
Summit Investment Advisory Services
Minnesota
$14.7M
2
MFG
2
Merit Financial Group
Georgia
$2.39M
3
BFS
3
Bard Financial Services
Connecticut
$0
4
Cerity Partners
4
Cerity Partners
New York
$0
5
SFA
5
Souders Financial Advisors
Ohio
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPFA
51
Barnes Pettey Financial Advisors
Mississippi
$2.53M -$59.5K -2,368 -2%
MFG
52
Merit Financial Group
Georgia
$2.39M -$1.21M -48,096 -34%
Truist Financial
53
Truist Financial
North Carolina
$2.38M +$2.38M +94,967 New
EFS
54
Essex Financial Services
Connecticut
$2.14M +$457K +18,209 +27%
ACA
55
Aptus Capital Advisors
Alabama
$2.12M +$131K +5,210 +7%
SS
56
Simplicity Solutions
Minnesota
$1.84M +$61.3K +2,443 +3%
BFG
57
Bleakley Financial Group
New Jersey
$1.84M +$61.3K +2,443 +3%
CL
58
Choreo LLC
Illinois
$1.78M +$211K +8,387 +13%
SPC
59
Sigma Planning Corp
Michigan
$1.77M +$870K +34,635 +96%
SMC
60
Smith, Moore & Co
Missouri
$1.75M +$796K +31,701 +83%
OW
61
Olistico Wealth
Oklahoma
$1.71M – – –
PFG
62
Prosperity Financial Group
California
$1.66M +$1.66M +66,008 New
CA
63
Continuum Advisory
Idaho
$1.47M +$633K +25,200 +75%
NS
64
NBC Securities
Alabama
$1.47M +$1.47M +58,550 New
CAL
65
Capital Analysts LLC
Pennsylvania
$1.44M +$1.44M +57,223 New
CBFP
66
Cedar Brook Financial Partners
Ohio
$1.4M +$4.47K +178 +0.3%
AFG
67
AFS Financial Group
Maryland
$1.37M +$1.37M +54,473 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.31M +$288K +11,477 +28%
AAS
69
Ameritas Advisory Services
Nebraska
$1.21M +$663K +26,267 +121%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$889K +35,414 +317%
PAS
71
Park Avenue Securities
New York
$1.02M +$1.02M +40,713 New
CFGS
72
Concourse Financial Group Securities
Alabama
$990K +$196K +7,791 +25%
LWM
73
Lodestone Wealth Management
Washington
$924K +$330K +13,151 +56%
FFS
74
Founders Financial Securities
Maryland
$908K +$150K +5,972 +20%
KAS
75
KPP Advisory Services
Kentucky
$844K +$844K +33,629 New
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3
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