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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

256 hedge funds and large institutions have $2.35B invested in Capital Group Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 163 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
163
Reduced
40
Closed
14
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$229M
2
Bank of America
2
Bank of America
North Carolina
$40.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$229M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$20.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$11.1M
2
HIP
2
HUB Investment Partners
Texas
$23M
3
SPC
3
Sigma Planning Corp
Michigan
$506K
4
OMC
4
Old Mission Capital
Illinois
$4.81M
5
SW
5
Simplicity Wealth
New Jersey
$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPA
51
Investment Planning Advisors
Georgia
$7.95M – – –
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$7.89M -$117K -3,405 -1%
FWS
53
FinDec Wealth Services
California
$7.84M +$49.6K +1,448 +0.6%
BAG
54
Bridgewealth Advisory Group
California
$7.79M +$1.11M +32,521 +17%
EFS
55
Essex Financial Services
Connecticut
$7.73M +$49.2K +1,414 +0.6%
DAS
56
Dynamic Advisor Solutions
Arizona
$6.75M +$393K +11,460 +6%
SMC
57
Smith, Moore & Co
Missouri
$6.67M +$130K +3,782 +2%
PS
58
Principal Securities
Iowa
$6.5M +$625K +18,226 +11%
CFD
59
Creative Financial Designs
Indiana
$6.24M +$92.1K +2,687 +1%
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$5.72M +$5.49K +160 +0.1%
William Blair & Company
61
William Blair & Company
Illinois
$5.21M +$653K +19,037 +14%
OMC
62
Old Mission Capital
Illinois
$4.81M -$2.45M -71,606 -34%
NS
63
NBC Securities
Alabama
$4.54M +$587K +17,111 +15%
CWMS
64
Cannon Wealth Management Services
North Carolina
$4.51M +$4.51M +131,452 New
CA
65
Continuum Advisory
Idaho
$4.3M -$158K -4,501 -4%
TCG
66
Transcendent Capital Group
Oklahoma
$4.17M +$3.74M +109,063 +866%
Truist Financial
67
Truist Financial
North Carolina
$4.07M +$496K +14,457 +14%
WWM
68
Western Wealth Management
Colorado
$3.99M +$3.39M +98,901 +562%
SAM
69
Smartleaf Asset Management
Massachusetts
$3.95M +$3.95M +115,221 New
CFGS
70
Concourse Financial Group Securities
Alabama
$3.67M +$399K +11,603 +12%
FFS
71
Founders Financial Securities
Maryland
$3.61M +$156K +4,551 +5%
BPFA
72
Barnes Pettey Financial Advisors
Mississippi
$3.45M -$41.1K -1,200 -1%
HighTower Advisors
73
HighTower Advisors
Illinois
$3.25M +$303K +8,818 +10%
CCFM
74
Clear Creek Financial Management
Washington
$3.02M +$214K +6,244 +8%
GSC
75
G&S Capital
Colorado
$2.8M -$69.1K -2,017 -2%
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3
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