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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
$323M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$274M
3
PAG
Private Advisor Group
New Jersey
$69.5M
4
Morgan Stanley
Morgan Stanley
New York
$140M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$113M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.52M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.4B
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
4
IAIM
International Assets Investment Management
Florida
$257K
5
Osaic Holdings
Osaic Holdings
Arizona
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.4B -$25M -716 -2%
LPL Financial
2
LPL Financial
California
$323M +$89.4M +2,556,396 +38%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$274M +$40.6M +1,161,511 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$170M +$170M +4,848,070 New
Morgan Stanley
5
Morgan Stanley
New York
$140M +$34.2M +978,372 +32%
CGPCS
6
Capital Group Private Client Services
California
$139M +$7.13M +203,768 +5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$113M +$25.3M +723,359 +29%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$107M +$13.9M +397,725 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$96.1M +$14.1M +403,749 +17%
Wells Fargo
10
Wells Fargo
California
$92.5M +$18.2M +520,673 +24%
MML Investors Services
11
MML Investors Services
Massachusetts
$72.6M +$13.7M +392,239 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$70.3M +$7.24M +207,138 +11%
PAG
13
Private Advisor Group
New Jersey
$69.5M +$40M +1,144,833 +136%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$61.2M +$23.8M +681,120 +64%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$59.6M +$13.7M +392,394 +30%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$55.9M +$2.32M +66,277 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$49.6M -$4.9M -140,253 -9%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$34.9M +$1.46M +41,840 +4%
KAS
19
Kestra Advisory Services
Texas
$33.7M -$3.37M -96,245 -9%
Stifel Financial
20
Stifel Financial
Missouri
$32.3M +$2.52M +72,124 +8%
NA
21
NewEdge Advisors
Louisiana
$31.8M +$4.72M +135,049 +17%
SEI Investments
22
SEI Investments
Pennsylvania
$30.7M +$1.95M +55,697 +7%
MHB
23
Midwest Heritage Bank
Iowa
$29.3M +$1.08M +30,875 +4%
SFA
24
Souders Financial Advisors
Ohio
$28.5M +$2.36M +67,433 +9%
UBS Group
25
UBS Group
Switzerland
$28.2M +$2.75M +78,642 +11%
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