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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 %
PA
76
PFG Advisors
Arizona
$2.71M +$669K +19,526 +33%
BFG
77
Bleakley Financial Group
New Jersey
$2.66M +$26.5K +774 +1%
PAS
78
Park Avenue Securities
New York
$2.59M +$140K +4,091 +6%
CL
79
Choreo LLC
Illinois
$2.57M +$62.6K +1,838 +2%
PFS
80
Prospera Financial Services
Texas
$2.41M +$33K +962 +1%
MFG
81
Merit Financial Group
Georgia
$2.4M +$15.1K +441 +0.6%
OW
82
Olistico Wealth
Oklahoma
$2.34M +$343 +10 +0%
SEIA
83
Signature Estate & Investment Advisors
California
$2.34M +$233K +6,794 +11%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$2.27M +$587K +17,133 +35%
AAS
85
Avantax Advisory Services
Texas
$2.25M +$269K +7,848 +14%
Renaissance Technologies
86
Renaissance Technologies
New York
$2.2M +$662K +19,300 +43%
ACA
87
Aptus Capital Advisors
Alabama
$2.17M -$95.3K -2,780 -4%
KWA
88
Kingswood Wealth Advisors
California
$2.16M +$1.88M +54,722 +654%
CA
89
Crewe Advisors
Utah
$2.13M +$1.45M +42,416 +215%
WIC
90
Woodmont Investment Counsel
Tennessee
$2.12M +$731K +21,311 +53%
LWM
91
Lodestone Wealth Management
Washington
$2.1M +$568K +16,568 +37%
GVAG
92
Great Valley Advisor Group
Delaware
$2.01M +$549K +16,018 +38%
KFP
93
KMG Fiduciary Partners
Ohio
$1.74M +$1.74M +50,740 New
SA
94
SpiderRock Advisors
Delaware
$1.63M +$1.63M +47,500 New
ATS
95
Ashton Thomas Securities
New York
$1.6M +$34.3K +1,000 +2%
AAS
96
Ameritas Advisory Services
Nebraska
$1.59M -$889K -25,942 -36%
OIA
97
OneDigital Investment Advisors
Kansas
$1.55M -$90.3K -2,634 -5%
SFS
98
Sowell Financial Services
Arkansas
$1.53M -$41.3K -1,202 -3%
CMAI
99
Capital Management Associates Inc
Minnesota
$1.51M +$655K +19,110 +77%
SN
100
Sittner & Nelson
Oregon
$1.5M +$448K +13,082 +43%
2 3
4
5 6