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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 %
AIFS
101
A&I Financial Services
Colorado
$2.26M +$2.26M +64,635 New
KWA
102
Kingswood Wealth Advisors
California
$2.22M +$13.1K +376 +0.6%
CF
103
Centaurus Financial
California
$2.2M +$2.2M +62,806 New
ACA
104
Aptus Capital Advisors
Alabama
$2.17M -$49.2K -1,407 -2%
LWM
105
Lodestone Wealth Management
Washington
$2.14M +$455 +13 +0%
EPW
106
Endeavor Private Wealth
Kansas
$2.08M +$2.08M +59,457 New
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.03M +$1.31M +37,600 +183%
IWC
108
Integrated Wealth Concepts
Massachusetts
$2.02M +$1.39M +39,734 +222%
KFP
109
KMG Fiduciary Partners
Ohio
$1.83M +$51.3K +1,466 +3%
MEAC
110
M.E. Allison & Co
Texas
$1.82M +$1.82M +52,118 New
ATS
111
Ashton Thomas Securities
New York
$1.79M +$158K +4,510 +10%
TC
112
TownSquare Capital
Utah
$1.79M +$495K +14,159 +38%
PWM
113
Pines Wealth Management
North Carolina
$1.78M +$1.78M +51,444 New
CMAI
114
Capital Management Associates Inc
Minnesota
$1.77M +$234K +6,696 +15%
NG
115
Norden Group
Utah
$1.74M +$512K +14,645 +42%
BlackRock
116
BlackRock
New York
$1.66M +$1.66M +47,500 New
OIA
117
OneDigital Investment Advisors
Kansas
$1.65M +$68.8K +1,966 +4%
AGP
118
Aspire Growth Partners
Florida
$1.65M +$1.65M +47,052 New
IAS
119
Investment Advisory Services
Texas
$1.55M +$238K +6,797 +18%
TWP
120
Tempus Wealth Planning
California
$1.54M +$236K +6,751 +18%
MFA
121
Mayflower Financial Advisors
Massachusetts
$1.45M +$215K +6,143 +17%
LWM
122
LongView Wealth Management
Georgia
$1.44M +$121K +3,461 +9%
KAS
123
KPP Advisory Services
Kentucky
$1.44M -$48.2K -1,378 -3%
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$1.43M +$105K +3,002 +8%
EH
125
Equitable Holdings
New York
$1.41M +$262K +7,479 +23%
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5
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