CGUS icon

Capital Group Core Equity ETF

183 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
183
Holders Change
+35
Holders Change %
+23.65%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NS
76
NBC Securities
Alabama
$1.58M 55,711 -2,839 -5%
CBFP
77
Cedar Brook Financial Partners
Ohio
$1.57M 55,602 -340 -0.6%
PAS
78
Park Avenue Securities
New York
$1.36M 48,154 +7,441 +18%
AFG
79
AFS Financial Group
Maryland
$1.3M 45,961 -8,512 -16%
SPC
80
Sigma Planning Corp
Michigan
$1.26M 44,393 -26,155 -37%
CFGS
81
Concourse Financial Group Securities
Alabama
$1.19M 42,065 +2,739 +7%
LWM
82
Lodestone Wealth Management
Washington
$1.09M 38,678 +1,899 +5%
PFS
83
Prospera Financial Services
Texas
$1.03M 36,270 +2,881 +9%
WIP
84
WealthCare Investment Partners
Rhode Island
$1.01M 35,711 +35,711 New
OIA
85
OneDigital Investment Advisors
Kansas
$992K 35,053 +3,864 +12%
MWM
86
Meridian Wealth Management
Kentucky
$986K 34,838 +14,779 +74%
JAWM
87
J. Arnold Wealth Management
Ohio
$924K 32,660 +32,660 New
GVAG
88
Great Valley Advisor Group
Delaware
$919K 32,474 +32,474 New
HIP
89
HUB Investment Partners
Texas
$860K 30,374 +30,374 New
LF
90
Lantz Financial
Illinois
$836K 29,555 +2,535 +9%
AAS
91
Avantax Advisory Services
Texas
$804K 28,423 +12,592 +80%
1WA
92
180 Wealth Advisors
Washington
$800K 28,494 +497 +2%
FHC
93
First Heartland Consultants
Missouri
$730K 25,790
BTWM
94
Baker Tilly Wealth Management
Wisconsin
$699K 24,690 +3,460 +16%
AFM
95
Armstrong Fleming & Moore
District of Columbia
$699K 24,687 +9,951 +68%
IAS
96
Investment Advisory Services
Texas
$679K 23,990 +9,514 +66%
HighTower Advisors
97
HighTower Advisors
Illinois
$663K 23,493 +23,493 New
TA
98
TKG Advisors
Indiana
$654K 23,100 -2,030 -8%
CFA
99
CWS Financial Advisors
Michigan
$650K 22,972 +1,712 +8%
Capital International Investors
100
Capital International Investors
California
$629K 22,241 +5,859 +36%