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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.

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
1
LPL Financial
California
$229M
2
Bank of America
2
Bank of America
North Carolina
$40.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$229M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$20.7M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$11.1M
2
HIP
2
HUB Investment Partners
Texas
$23M
3
SPC
3
Sigma Planning Corp
Michigan
$506K
4
OMC
4
Old Mission Capital
Illinois
$4.81M
5
SW
5
Simplicity Wealth
New Jersey
$334K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$229M 6,673,423 +781,199 +13%
LPL Financial
2
LPL Financial
California
$229M 6,668,760 +1,755,050 +36%
CGPCS
3
Capital Group Private Client Services
California
$129M 3,758,100 +139,561 +4%
Morgan Stanley
4
Morgan Stanley
New York
$104M 3,034,717 +761,458 +33%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$91.4M 2,666,006 +326,923 +14%
RJA
6
Raymond James & Associates
Florida
$89.5M 2,611,991 +401,507 +18%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$85.8M 2,502,297 +27,803 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$80.4M 2,345,215 +272,969 +13%
Wells Fargo
9
Wells Fargo
California
$72.9M 2,125,585 +380,566 +22%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$61.8M 1,801,958 +221,701 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$59.1M 1,723,233 +6,403 +0.4%
MML Investors Services
12
MML Investors Services
Massachusetts
$57.7M 1,684,062 +142,446 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$53.4M 1,557,393 +64,689 +4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$52.6M 1,532,985 +305,067 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45M 1,312,339 +159,869 +14%
Bank of America
16
Bank of America
North Carolina
$40.2M 1,171,349 +1,140,231 +3,664%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$36.7M 1,069,637 +481,388 +82%
KAS
18
Kestra Advisory Services
Texas
$36.3M 1,060,121 +233,752 +28%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$32.7M 954,931 +38,503 +4%
Stifel Financial
20
Stifel Financial
Missouri
$29.2M 850,999 -43,432 -5%
PAG
21
Private Advisor Group
New Jersey
$28.9M 841,503 +354,334 +73%
SEI Investments
22
SEI Investments
Pennsylvania
$28.2M 823,341 +67,877 +9%
MHB
23
Midwest Heritage Bank
Iowa
$27.7M 808,005 +7,975 +1%
NA
24
NewEdge Advisors
Louisiana
$26.5M 774,464 +132,101 +21%
AssetMark Inc
25
AssetMark Inc
California
$25.7M 749,775 +4,470 +0.6%
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