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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$229M
2
Bank of America
Bank of America
North Carolina
$40.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$229M
4
Morgan Stanley
Morgan Stanley
New York
$104M
5
SIAS
Summit Investment Advisory Services
Minnesota
$20.7M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$11.1M
2
HIP
HUB Investment Partners
Texas
$23M
3
SPC
Sigma Planning Corp
Michigan
$506K
4
OMC
Old Mission Capital
Illinois
$4.81M
5
SW
Simplicity Wealth
New Jersey
$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
151
Kestra Private Wealth Services
Texas
$641K +$210K +6,138 +49%
STA
152
Smith Thornton Advisors
Alabama
$630K +$232K +6,766 +58%
TWM
153
Trueblood Wealth Management
Ohio
$621K +$180K +5,255 +41%
HAS
154
HBW Advisory Services
California
$619K +$167K +4,877 +37%
IWC
155
Integrated Wealth Concepts
Massachusetts
$613K +$135K +3,949 +28%
BFA
156
Bill Few Associates
Pennsylvania
$609K -$1.54K -45 -0.3%
LA
157
Lynch & Associates
Indiana
$594K +$75.2K +2,194 +15%
WIA
158
World Investment Advisors
California
$593K +$322K +9,398 +119%
RIL
159
Rothschild Investment LLC
Illinois
$579K – – –
AG
160
Ascent Group
Virginia
$570K +$3.43K +100 +0.6%
EA
161
Everpar Advisors
Oklahoma
$563K -$24.7K -720 -4%
HAIM
162
Hunter Associates Investment Management
Pennsylvania
$559K – – –
DFG
163
Delta Financial Group
New Jersey
$548K +$24.1K +702 +5%
WS
164
Wedbush Securities
California
$535K -$12.6K -367 -2%
TCWM
165
Total Clarity Wealth Management
Illinois
$532K +$100K +2,929 +23%
TA
166
TKG Advisors
Indiana
$518K -$19K -554 -4%
SPC
167
Sigma Planning Corp
Michigan
$506K -$2.59M -75,639 -84%
SWM
168
Silverlake Wealth Management
Vermont
$504K +$24.6K +719 +5%
GWP
169
Gateway Wealth Partners
Wisconsin
$490K +$189K +5,509 +63%
CCA
170
Cravens & Co Advisors
Tennessee
$485K +$5.97K +174 +1%
HAM
171
Harmony Asset Management
Arizona
$481K +$56.5K +1,647 +13%
FCM
172
Fourpath Capital Management
Oklahoma
$478K +$478K +13,948 New
RA
173
RFG Advisory
Alabama
$474K +$128K +3,722 +37%
GLA
174
Good Life Advisors
Pennsylvania
$474K +$474K +13,818 New
DC
175
Davenport & Co
Virginia
$471K +$42.1K +1,228 +10%
5 6
7
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