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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
+$89.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.6M
3
PAG
Private Advisor Group
New Jersey
+$40M
4
Morgan Stanley
Morgan Stanley
New York
+$34.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.4M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$25M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$8.52M
4
IAIM
International Assets Investment Management
Florida
-$7.39M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
176
Rothschild Investment LLC
Illinois
$591K +$35 +1 +0%
CWS
177
Confluence Wealth Services
Pennsylvania
$589K +$229K +6,299 +63%
EA
178
Everpar Advisors
Oklahoma
$584K +$8.74K +250 +2%
DFG
179
Delta Financial Group
New Jersey
$572K +$13.5K +385 +2%
HAIM
180
Hunter Associates Investment Management
Pennsylvania
$570K – – –
CCA
181
Cypress Capital Advisors
Tennessee
$568K +$568K +16,229 New
AG
182
Ascent Group
Virginia
$562K -$19.7K -562 -3%
TCWM
183
Total Clarity Wealth Management
Illinois
$560K +$17.3K +495 +3%
MA
184
Mutual Advisors
Nebraska
$550K -$974K -27,639 -64%
WS
185
Wedbush Securities
California
$550K +$4.51K +129 +0.8%
SPC
186
Sigma Planning Corp
Michigan
$548K +$31.4K +897 +6%
WWP
187
WR Wealth Planners
Missouri
$547K -$741K -21,184 -58%
FCM
188
Fourpath Capital Management
Oklahoma
$545K +$57.7K +1,649 +12%
TA
189
TKG Advisors
Indiana
$540K -$8.86K -244 -2%
HIM
190
Hanlon Investment Management
New Jersey
$535K +$56K +1,601 +12%
GLA
191
Good Life Advisors
Pennsylvania
$522K +$39.2K +1,120 +8%
SWM
192
Silverlake Wealth Management
Vermont
$512K -$2.13K -61 -0.4%
RA
193
RFG Advisory
Alabama
$509K +$25K +715 +5%
CCA
194
Cravens & Co Advisors
Tennessee
$504K +$8.74K +250 +2%
TWM
195
TCFG Wealth Management
California
$479K +$20K +573 +4%
SWP
196
Stratos Wealth Partners
Ohio
$477K +$53.5K +1,529 +13%
HAM
197
Harmony Asset Management
Arizona
$471K -$19.2K -550 -4%
AO
198
Advisor OS
Illinois
$462K +$4.58K +131 +1%
AWA
199
Arkadios Wealth Advisors
Georgia
$460K +$104K +2,961 +29%
HFA
200
High Falls Advisors
New York
$457K +$13.7K +391 +3%
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