CGUS icon

Capital Group Core Equity ETF
CGUS

Overview Fund Activity

148 hedge funds and large institutions have $799M invested in Capital Group Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
33
Increased
90
Reduced
13
Closed
3
Calls
$234K
Puts
–
Net Calls
+$234K
Net Calls Change
+$234K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.1M
2
AssetMark Inc
2
AssetMark Inc
California
$17M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$13.3M
4
LPL Financial
4
LPL Financial
California
$61.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.9M

Top Sellers

1
SIAS
1
Summit Investment Advisory Services
Minnesota
$14.7M
2
MFG
2
Merit Financial Group
Georgia
$2.39M
3
BFS
3
Bard Financial Services
Connecticut
$0
4
Cerity Partners
4
Cerity Partners
New York
$0
5
SFA
5
Souders Financial Advisors
Ohio
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
126
HoyleCohen
California
$216K – – –
OL
127
Owen LaRue
Kentucky
$212K +$212K +8,451 New
LA
128
Lynch & Associates
Indiana
$206K +$206K +8,207 New
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$205K +$205K +8,169 New
PCIA
130
Prime Capital Investment Advisors
Kansas
$201K +$201K +8,000 New
FHA
131
First Horizon Advisors
Tennessee
$172K +$172K +6,851 New
SPIA
132
Steward Partners Investment Advisory
New York
$160K +$8.54K +340 +6%
TWM
133
Tradition Wealth Management
Minnesota
$134K +$251 +10 +0.2%
MSFP
134
Mark Sheptoff Financial Planning
Connecticut
$133K +$133K +5,290 New
Morgan Stanley
135
Morgan Stanley
New York
$124K +$54.2K +2,159 +77%
PTC
136
Private Trust Company
Ohio
$116K +$15.5K +617 +15%
AF
137
Allworth Financial
California
$115K – – –
AF
138
Advisornet Financial
Minnesota
$103K +$25 +1 +0%
CFD
139
Creative Financial Designs
Indiana
$72.8K +$5.25K +209 +8%
LFG
140
Larson Financial Group
Missouri
$51.1K – – –
IA
141
IFP Advisors
Florida
$50.1K +$100 +4 +0.2%
WWP
142
WR Wealth Planners
Missouri
$40K +$12.7K +505 +46%
FP
143
Financial Perspectives
Minnesota
$38.6K +$126 +5 +0.3%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$32.8K +$32.8K +1,308 New
BC
145
Barrett & Company
Rhode Island
$24.8K +$25 +1 +0.1%
WAS
146
Winch Advisory Services
Wisconsin
$11K – – –
IWP
147
IAG Wealth Partners
Wisconsin
$8.91K – – –
GI
148
Gradient Investments
Minnesota
$50 +$50 +2 New
BFS
149
Bard Financial Services
Connecticut
– -$1.1M -43,000 Closed
Cerity Partners
150
Cerity Partners
New York
– -$279K -10,871 Closed
3 4 5
6
7