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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

245 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+41
Holders Change %
+20.1%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
141
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$190M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$39.6M
4
LPL Financial
4
LPL Financial
California
$158M
5
SEI Investments
5
SEI Investments
Pennsylvania
$24.4M

Top Sellers

1
SIAS
1
Summit Investment Advisory Services
Minnesota
$0
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$28.8M
5
OMC
5
Old Mission Capital
Illinois
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$6.37M +$1.35M +41,990 +27%
BAG
52
Bridgewealth Advisory Group
California
$6.28M +$1.24M +38,577 +25%
AFA
53
AA Financial Advisors
Ohio
$6.2M +$2.85M +88,387 +85%
SMC
54
Smith, Moore & Co
Missouri
$6.16M +$108K +3,343 +2%
DAS
55
Dynamic Advisor Solutions
Arizona
$5.98M +$5.98M +185,361 New
CFD
56
Creative Financial Designs
Indiana
$5.79M +$1.97M +61,163 +52%
PS
57
Principal Securities
Iowa
$5.53M +$1.01M +31,457 +22%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$5.37M +$204K +6,318 +4%
William Blair & Company
59
William Blair & Company
Illinois
$4.28M +$530K +16,424 +14%
CA
60
Continuum Advisory
Idaho
$4.09M +$274K +8,499 +7%
NS
61
NBC Securities
Alabama
$3.72M +$651K +20,201 +21%
Truist Financial
62
Truist Financial
North Carolina
$3.36M +$411K +12,739 +14%
BPFA
63
Barnes Pettey Financial Advisors
Mississippi
$3.29M -$102K -3,158 -3%
FFS
64
Founders Financial Securities
Maryland
$3.25M +$623K +19,321 +24%
Jane Street
65
Jane Street
New York
$3.08M +$3.08M +95,604 New
CFGS
66
Concourse Financial Group Securities
Alabama
$3.08M +$1.66M +51,237 +116%
SPC
67
Sigma Planning Corp
Michigan
$2.92M -$568K -17,615 -16%
GSC
68
G&S Capital
Colorado
$2.78M -$137K -4,137 -5%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.76M +$337K +10,463 +14%
CCFM
70
Clear Creek Financial Management
Washington
$2.64M +$1.05M +32,443 +66%
BFG
71
Bleakley Financial Group
New Jersey
$2.48M +$20.8K +645 +0.8%
SW
72
Simplicity Wealth
New Jersey
$2.48M +$20.8K +645 +0.8%
CL
73
Choreo LLC
Illinois
$2.38M -$13.9K -431 -0.6%
WI
74
Wintrust Investments
Illinois
$2.36M +$220K +6,821 +10%
AAS
75
Ameritas Advisory Services
Nebraska
$2.33M +$595K +18,465 +34%
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