CGUS icon

Capital Group Core Equity ETF

148 hedge funds and large institutions have $799M invested in Capital Group Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
33
Increased
90
Reduced
13
Closed
3
Calls
$234K
Puts
Net Calls
+$234K
Net Calls Change
+$234K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$91.1M 3,627,053 +2,329,057 +179%
LPL Financial
2
LPL Financial
California
$61.2M 2,436,330 +444,540 +22%
CGPCS
3
Capital Group Private Client Services
California
$58.5M 2,331,422 +136,947 +6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.6M 1,657,551 +52,040 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$31.9M 1,271,853 +405,046 +47%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$30M 1,193,602 +31,048 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$28.9M 1,152,238 +138,766 +14%
RJA
8
Raymond James & Associates
Florida
$24.8M 988,193 +41,536 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$23.1M 919,968 +202,372 +28%
CA
10
Cetera Advisors
Colorado
$21.4M 852,153 +86,003 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$21M 834,346 +116,414 +16%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$17.2M 684,193 +93,220 +16%
AssetMark Inc
13
AssetMark Inc
California
$17M 675,751 +675,751 New
SFA
14
Souders Financial Advisors
Ohio
$16.8M 668,964 -7,235 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$16.4M 654,234 +205,288 +46%
Jane Street
16
Jane Street
New York
$15.3M 610,555 +127,422 +26%
MHB
17
Midwest Heritage Bank
Iowa
$15.2M 604,779 +48,496 +9%
SIAS
18
Summit Investment Advisory Services
Minnesota
$14.7M 585,180 -162,487 -22%
Wells Fargo
19
Wells Fargo
California
$13.4M 532,874 +186,226 +54%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$13.3M 529,041 +529,041 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.5M 499,710 +224,411 +82%
Stifel Financial
22
Stifel Financial
Missouri
$9.47M 377,063 +23,434 +7%
SB
23
Strategic Blueprint
Georgia
$7.36M 292,986 +817 +0.3%
UBS Group
24
UBS Group
Switzerland
$6.9M 274,974 +97,120 +55%
BCI
25
Brinker Capital Investments
Pennsylvania
$6.19M 246,391 +246,391 New