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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 %
PAS
76
Park Avenue Securities
New York
$2.3M +$565K +17,519 +33%
MFG
77
Merit Financial Group
Georgia
$2.24M -$1.25M -38,839 -36%
PFS
78
Prospera Financial Services
Texas
$2.24M +$356K +11,027 +19%
OW
79
Olistico Wealth
Oklahoma
$2.2M +$323 +10 +0%
ACA
80
Aptus Capital Advisors
Alabama
$2.13M -$5.38M -166,918 -72%
SEIA
81
Signature Estate & Investment Advisors
California
$1.98M +$1.98M +61,371 New
PA
82
PFG Advisors
Arizona
$1.92M +$1.52M +46,983 +372%
AAS
83
Avantax Advisory Services
Texas
$1.86M +$260K +8,061 +16%
FTUS
84
Flow Traders U.S.
New York
$1.77M +$1.77M +55,001 New
Natixis Advisors
85
Natixis Advisors
Massachusetts
$1.58M +$927K +28,755 +141%
OIA
86
OneDigital Investment Advisors
Kansas
$1.55M +$382K +11,834 +33%
ATS
87
Ashton Thomas Securities
New York
$1.5M +$1.5M +45,700 New
SFS
88
Sowell Financial Services
Arkansas
$1.48M -$485 -15 -0%
Renaissance Technologies
89
Renaissance Technologies
New York
$1.45M -$1.15M -35,700 -44%
LWM
90
Lodestone Wealth Management
Washington
$1.44M +$86.4K +2,678 +6%
KAS
91
KPP Advisory Services
Kentucky
$1.39M +$205K +6,349 +17%
GVAG
92
Great Valley Advisor Group
Delaware
$1.38M +$207K +6,431 +18%
WIC
93
Woodmont Investment Counsel
Tennessee
$1.3M +$380K +11,774 +41%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$1.28M +$1.28M +39,836 New
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$1.26M +$336K +10,226 +36%
WIP
96
WealthCare Investment Partners
Rhode Island
$1.15M +$2.84K +88 +0.2%
IAS
97
Investment Advisory Services
Texas
$1.12M +$289K +8,958 +35%
MWM
98
Meridian Wealth Management
Kentucky
$1.12M +$1.12M +34,670 New
TC
99
TownSquare Capital
Utah
$1.12M +$1.12M +34,627 New
PPWP
100
Premier Path Wealth Partners
New Jersey
$1.11M +$1.11M +34,479 New
2 3
4
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