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Capital Group Core Equity ETF
CGUS

Overview Fund Activity

302 hedge funds and large institutions have $4.27B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+46
Holders Change %
+17.97%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
60
Increased
175
Reduced
43
Closed
9
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$323M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$274M
3
PAG
Private Advisor Group
New Jersey
$69.5M
4
Morgan Stanley
Morgan Stanley
New York
$140M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$113M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.52M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.4B
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
4
IAIM
International Assets Investment Management
Florida
$257K
5
Osaic Holdings
Osaic Holdings
Arizona
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$3.84M +$156K +4,463 +4%
BFG
77
Berger Financial Group
Minnesota
$3.79M +$3.79M +108,378 New
HighTower Advisors
78
HighTower Advisors
Illinois
$3.6M +$293K +8,374 +9%
PFS
79
Prospera Financial Services
Texas
$3.53M +$1.07M +30,623 +44%
BPFA
80
Barnes Pettey Financial Advisors
Mississippi
$3.52M -$3.43K -98 -0.1%
CCFM
81
Clear Creek Financial Management
Washington
$3.43M +$348K +9,965 +11%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$3.42M +$1.11M +31,675 +48%
GVAG
83
Great Valley Advisor Group
Delaware
$3.25M +$1.2M +34,413 +59%
AAS
84
Avantax Advisory Services
Texas
$3.2M +$911K +26,060 +40%
PA
85
PFG Advisors
Arizona
$3.17M +$398K +11,393 +14%
GSC
86
G&S Capital
Colorado
$3.11M +$250K +7,138 +9%
PAS
87
Park Avenue Securities
New York
$3.05M +$411K +11,750 +16%
BFG
88
Bleakley Financial Group
New Jersey
$2.85M +$133K +3,791 +5%
SA
89
Sovran Advisors
California
$2.84M +$2.84M +81,746 New
SNWA
90
Siligmueller & Norvid Wealth Advisors
Illinois
$2.76M +$2.76M +78,988 New
WWM
91
Western Wealth Management
Colorado
$2.73M -$1.35M -38,491 -33%
MFG
92
Merit Financial Group
Georgia
$2.71M +$265K +7,590 +11%
WIC
93
Woodmont Investment Counsel
Tennessee
$2.67M +$514K +14,686 +24%
CL
94
Choreo LLC
Illinois
$2.55M -$90.4K -2,584 -3%
SEIA
95
Signature Estate & Investment Advisors
California
$2.46M +$72.1K +2,062 +3%
SFG
96
Seamount Financial Group
Colorado
$2.44M +$997K +28,524 +69%
OW
97
Olistico Wealth
Oklahoma
$2.39M +$874 +25 +0%
Renaissance Technologies
98
Renaissance Technologies
New York
$2.35M +$97.9K +2,800 +4%
SN
99
Sittner & Nelson
Oregon
$2.32M +$791K +22,630 +52%
AAS
100
Ameritas Advisory Services
Nebraska
$2.27M +$652K +18,650 +40%
2 3
4
5 6