CGUS icon

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 %
WWM
101
Western Wealth Management
Colorado
$225K +$1.28K +50 +0.6%
DA
102
Detalus Advisors
Missouri
$221K -$58.8K -2,291 -21%
H
103
HoyleCohen
California
$221K – – –
SPIA
104
Steward Partners Investment Advisory
New York
$155K -$414K -16,126 -73%
TWM
105
Tradition Wealth Management
Minnesota
$137K +$7.96K +310 +6%
AF
106
Allworth Financial
California
$118K – – –
AF
107
Advisornet Financial
Minnesota
$105K -$16K -623 -13%
PTC
108
Private Trust Company
Ohio
$103K – – –
IGWM
109
ICA Group Wealth Management
Colorado
$92.2K +$23.5K +916 +34%
Morgan Stanley
110
Morgan Stanley
New York
$71.7K – – –
CFD
111
Creative Financial Designs
Indiana
$69.1K -$4.91K -191 -7%
LFG
112
Larson Financial Group
Missouri
$52.3K +$25.7K +1,000 +97%
IA
113
IFP Advisors
Florida
$51.1K -$43K -1,675 -46%
FP
114
Financial Perspectives
Minnesota
$39.3K – – –
WWP
115
WR Wealth Planners
Missouri
$27.9K +$16.7K +650 +148%
BC
116
Barrett & Company
Rhode Island
$25.3K +$51 +2 +0.2%
WAS
117
Winch Advisory Services
Wisconsin
$11K – – –
IWP
118
IAG Wealth Partners
Wisconsin
$9.12K – – –
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
– -$4.17M -178,287 Closed
FTUS
120
Flow Traders U.S.
New York
– -$1.07M -45,268 Closed
CF
121
Centaurus Financial
California
– -$217K -9,166 Closed
1 2 3 4
5