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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 %
HIM
176
Hanlon Investment Management
New Jersey
$470K +$53.7K +1,566 +13%
TWM
177
TCFG Wealth Management
California
$450K +$450K +13,129 New
AO
178
Advisor OS
Illinois
$448K +$104K +3,040 +30%
CC
179
Cypress Capital
Tennessee
$448K -$440K -12,845 -50%
HFA
180
High Falls Advisors
New York
$435K +$171 +5 +0%
TI
181
tru Independence
Oregon
$428K +$45.9K +1,339 +12%
PCIA
182
Prime Capital Investment Advisors
Kansas
$416K – – –
SWP
183
Stratos Wealth Partners
Ohio
$415K +$415K +12,111 New
HPC
184
Hobart Private Capital
North Carolina
$412K +$20.6K +602 +5%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$408K +$408K +11,910 New
BFG
186
Beacon Financial Group
Texas
$407K +$123K +3,579 +43%
OWA
187
Octavia Wealth Advisors
Ohio
$404K +$2.82K +82 +0.7%
TC
188
Trilogy Capital
California
$401K +$401K +11,698 New
HA
189
HFG Advisors
Ohio
$385K +$103 +3 +0%
HP
190
Holistic Planning
Texas
$385K -$54.8K -1,600 -12%
CWM
191
Cornerstone Wealth Management
Missouri
$376K +$17.2K +501 +5%
FIM
192
Freedom Investment Management
Connecticut
$369K -$42.5K -1,240 -10%
MOS
193
MGO One Seven
Ohio
$365K +$16.9K +493 +5%
UAG
194
United Advisor Group
Ohio
$359K +$359K +10,461 New
OC
195
Oppenheimer & Co
New York
$357K +$17.1K +500 +5%
AWA
196
Arkadios Wealth Advisors
Georgia
$350K +$18.2K +531 +5%
NL
197
NWAM LLC
Washington
$348K +$348K +10,161 New
IAG
198
Investmark Advisory Group
Connecticut
$346K +$480 +14 +0.1%
CWS
199
Confluence Wealth Services
Pennsylvania
$341K -$25.4K -741 -7%
CA
200
CapWealth Advisors
Tennessee
$335K -$39.5K -1,151 -11%
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