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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.

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 %
MA
101
Mutual Advisors
Nebraska
$1.49M +$799K +23,214 +116%
KAS
102
KPP Advisory Services
Kentucky
$1.46M -$14.7K -430 -1%
SFG
103
Seamount Financial Group
Colorado
$1.42M +$290K +8,465 +26%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$1.4M +$84.2K +2,455 +6%
FLPIM
105
F.L. Putnam Investment Management
Massachusetts
$1.3M -$67.7K -1,975 -5%
LWM
106
LongView Wealth Management
Georgia
$1.29M +$592K +17,267 +84%
IAS
107
Investment Advisory Services
Texas
$1.28M +$92.5K +2,697 +8%
TWP
108
Tempus Wealth Planning
California
$1.28M +$305K +8,895 +31%
TC
109
TownSquare Capital
Utah
$1.27M +$80.5K +2,349 +7%
WWP
110
WR Wealth Planners
Missouri
$1.26M +$121K +3,519 +11%
GRP
111
Global Retirement Partners
California
$1.26M +$158K +4,605 +14%
SFC
112
Swisher Financial Concepts
Ohio
$1.23M +$187K +5,527 +18%
WIP
113
WealthCare Investment Partners
Rhode Island
$1.22M +$6.33K +186 +0.5%
MFA
114
Mayflower Financial Advisors
Massachusetts
$1.21M +$96.1K +2,804 +9%
MWM
115
Meridian Wealth Management
Kentucky
$1.2M +$14.7K +429 +1%
NG
116
Norden Group
Utah
$1.2M +$1.2M +35,035 New
LF
117
Lantz Financial
Illinois
$1.2M +$91.1K +2,659 +8%
PPWP
118
Premier Path Wealth Partners
New Jersey
$1.18M – – –
Capital International Investors
119
Capital International Investors
California
$1.14M +$684K +19,962 +149%
EH
120
Equitable Holdings
New York
$1.13M +$183K +5,345 +19%
AFM
121
Armstrong Fleming & Moore
District of Columbia
$1.12M +$143K +4,167 +15%
CIA
122
Concurrent Investment Advisors
Florida
$1.1M +$170K +4,960 +18%
1WA
123
180 Wealth Advisors
Washington
$1.09M +$3.77K +110 +0.3%
LA
124
Latitude Advisors
Florida
$1.05M +$15.2K +444 +1%
NFG
125
Nations Financial Group
Iowa
$1.05M +$93.4K +2,726 +10%
3 4
5
6 7