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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 %
SPIA
151
Steward Partners Investment Advisory
New York
$965K +$124K +3,532 +15%
KPWS
152
Kestra Private Wealth Services
Texas
$933K +$279K +7,975 +43%
AF
153
Allworth Financial
California
$907K +$30.8K +854 +4%
MWM
154
Mascagni Wealth Management
Mississippi
$871K +$871K +26,091 New
Creative Planning
155
Creative Planning
Kansas
$839K +$126K +3,608 +18%
HAS
156
HBW Advisory Services
California
$807K +$176K +5,042 +28%
BAM
157
Belpointe Asset Management
Nevada
$799K – – –
AWM
158
Axxcess Wealth Management
California
$796K +$129K +3,693 +19%
BFA
159
Beacon Financial Advisory
Ohio
$790K +$1.61K +46 +0.2%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$786K -$944 -27 -0.1%
CFG
161
Certior Financial Group
Pennsylvania
$780K +$780K +22,298 New
CWC
162
Carolinas Wealth Consulting
North Carolina
$777K +$4.48K +128 +0.6%
SA
163
Sanctuary Advisors
Indiana
$753K +$12.7K +349 +2%
GWP
164
Gateway Wealth Partners
Wisconsin
$722K +$222K +6,341 +44%
GS
165
GWN Securities
Florida
$707K +$707K +19,473 New
CAM
166
Cozad Asset Management
Illinois
$706K +$14.4K +412 +2%
LA
167
Lynch & Associates
Indiana
$705K +$99.2K +2,836 +16%
BFA
168
Bill Few Associates
Pennsylvania
$688K +$66.7K +1,906 +11%
DC
169
Davenport & Co
Virginia
$680K +$199K +5,691 +41%
SRCM
170
Signature Resources Capital Management
California
$665K -$18.9K -541 -3%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$653K +$653K +18,659 New
STA
172
Smith Thornton Advisors
Alabama
$643K – – –
Mariner
173
Mariner
Kansas
$623K +$623K +17,805 New
PA
174
Procyon Advisors
Connecticut
$614K -$54.2K -1,550 -8%
WIA
175
World Investment Advisors
California
$605K -$105 -3 -0%
5 6
7
8 9