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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 %
VA
76
Valmark Advisers
Ohio
$419K +$146K +5,678 +53%
HAS
77
HBW Advisory Services
California
$415K +$122K +4,730 +41%
NFG
78
Nations Financial Group
Iowa
$397K -$76K -2,959 -16%
EWA
79
EverSource Wealth Advisors
Alabama
$395K +$11.4K +445 +3%
Capital International Investors
80
Capital International Investors
California
$385K – – –
SWM
81
Silverlake Wealth Management
Vermont
$382K -$642 -25 -0.2%
CCA
82
Cravens & Co Advisors
Tennessee
$370K -$13K -505 -3%
GRP
83
Global Retirement Partners
California
$349K +$59.4K +2,313 +21%
AFM
84
Armstrong Fleming & Moore
District of Columbia
$348K +$348K +13,561 New
BTWM
85
Baker Tilly Wealth Management
Wisconsin
$346K -$23.1K -900 -6%
CA
86
CapWealth Advisors
Tennessee
$330K -$20.1K -782 -6%
CFA
87
CWS Financial Advisors
Michigan
$327K +$327K +12,746 New
BFA
88
Beacon Financial Advisory
Ohio
$313K +$81.9K +3,189 +35%
MSAM
89
Moloney Securities Asset Management
Missouri
$306K +$306K +11,898 New
WP
90
WealthSource Partners
California
$297K +$40K +1,558 +16%
RJT
91
Raymond James Trust
Florida
$292K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$287K +$287K +11,160 New
CC
93
Cypress Capital
Tennessee
$286K +$2.52K +98 +0.9%
Cerity Partners
94
Cerity Partners
New York
$279K +$49.2K +1,915 +21%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$276K +$276K +10,753 New
Creative Planning
96
Creative Planning
Kansas
$272K +$23.7K +921 +10%
LA
97
Latitude Advisors
Florida
$258K – – –
NWMG
98
National Wealth Management Group
Ohio
$250K – – –
TI
99
tru Independence
Oregon
$248K +$6.73K +262 +3%
IAG
100
Investmark Advisory Group
Connecticut
$237K +$237K +9,225 New
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