We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF
CGUS

305 hedge funds and large institutions have $4.28B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 177 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 9

312% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 43

82% more capital invested

Capital invested by funds: $2.35B → $4.28B (+$1.93B)

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

18% more funds holding

Funds holding: 258 → 305 (+47)

2.07% more ownership

Funds ownership: 65% → 67.07% (+2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
305
Holders Change
+47
Holders Change %
+18.22%
% 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
61
Increased
177
Reduced
43
Closed
9
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$89.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.7M
3
PAG
Private Advisor Group
New Jersey
+$40.1M
4
Morgan Stanley
Morgan Stanley
New York
+$34.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$36.5M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$8.52M
3
IAIM
International Assets Investment Management
Florida
-$7.42M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.92M
5
OMC
Old Mission Capital
Illinois
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
301
Kestra Investment Management
Texas
$4.31K +$4.31K +123 New
CPBTD
302
Central Pacific Bank - Trust Division
Hawaii
$2.97K +$2.98K +85 New
MCM
303
MAI Capital Management
Ohio
$2.9K +$2.91K +83 New
AAG
304
Armstrong Advisory Group
Massachusetts
$2.83K +$2.84K +81 New
Fidelity Investments
305
Fidelity Investments
Massachusetts
$70 +$70 +2 New
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
– -$8.52M -248,464 Closed
OMC
307
Old Mission Capital
Illinois
– -$4.81M -140,328 Closed
CA
308
Crewe Advisors
Utah
– -$2.13M -62,176 Closed
GS
309
GTS Securities
New York
– -$802K -23,384 Closed
HGERS
310
Householder Group Estate & Retirement Specialist
Arizona
– -$700K -20,428 Closed
CC
311
Cypress Capital
Tennessee
– -$448K -13,057 Closed
SW
312
Simplicity Wealth
New Jersey
– -$334K -9,731 Closed
HH
313
Hilltop Holdings
Texas
– -$206K -6,009 Closed
NFA
314
Northwest Financial Advisors
Virginia
– -$60.5K -1,766 Closed
9 10 11 12
13

CGUS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2024, worth a combined $4.28B — up 82% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CGUS positions and 9 closed out — a net gain of 52 holders — while 177 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.6M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 305 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2024, up from 258 in Q3 2024.
  • Funds reported $4.28B of Capital Group Core Equity ETF stock for Q4 2024, up 82% quarter-over-quarter.
  • 61 funds opened new Capital Group Core Equity ETF positions in Q4 2024 and 9 closed out, a net change of +52 holders.
  • The largest Capital Group Core Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $89.6M added.
  • The largest Capital Group Core Equity ETF seller in Q4 2024 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2024.