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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 %
TC
201
Trilogy Capital
California
$453K +$44.4K +1,269 +11%
TI
202
tru Independence
Oregon
$446K +$9.69K +277 +2%
EA
203
Eclectic Associates
California
$445K +$445K +12,711 New
HPC
204
Hobart Private Capital
North Carolina
$432K +$11.4K +325 +3%
BFG
205
Beacon Financial Group
Texas
$426K +$11.2K +319 +3%
PCIA
206
Prime Capital Investment Advisors
Kansas
$424K – – –
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$417K +$70 +2 +0%
KOMWMG
208
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$413K +$105K +3,010 +34%
OWA
209
Octavia Wealth Advisors
Ohio
$411K +$594 +17 +0.1%
LC
210
Lincoln Capital
Nebraska
$410K +$410K +11,727 New
SFC
211
Swisher Financial Concepts
Ohio
$407K -$860K -24,588 -68%
NL
212
NWAM LLC
Washington
$406K +$51.1K +1,462 +14%
Comerica Bank
213
Comerica Bank
Texas
$396K +$133K +3,789 +50%
FIM
214
Freedom Investment Management
Connecticut
$394K +$18.1K +517 +5%
VVP
215
Venture Visionary Partners
Ohio
$393K +$145K +4,151 +59%
GSEP
216
Golden State Equity Partners
California
$386K +$386K +11,045 New
CWM
217
Cornerstone Wealth Management
Missouri
$384K +$315 +9 +0.1%
TFS
218
Thoroughbred Financial Services
Tennessee
$383K +$383K +10,970 New
IA
219
IFG Advisory
Georgia
$381K +$381K +10,898 New
CL
220
CVFG LLC
Indiana
$380K +$380K +10,873 New
AF
221
Advisornet Financial
Minnesota
$379K +$150K +4,295 +66%
HA
222
HFG Advisors
Ohio
$378K -$14.4K -413 -4%
MOS
223
MGO One Seven
Ohio
$373K +$1.12K +32 +0.3%
HP
224
Holistic Planning
Texas
$372K -$21K -600 -5%
UAG
225
United Advisor Group
Ohio
$366K +$455 +13 +0.1%
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9
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