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Capital Group Core Equity ETF
CGUS

94 hedge funds and large institutions have $309M invested in Capital Group Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,175% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 4

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

85% more capital invested

Capital invested by funds: $167M → $309M (+$142M)

40% more funds holding

Funds holding: 67 → 94 (+27)

0.58% more ownership

Funds ownership: 54.4% → 54.98% (+0.58%)

Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
51
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16M
2
LPL Financial
LPL Financial
California
+$14.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.74M
4
CGPCS
Capital Group Private Client Services
California
+$9.42M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$8.98M

Top Sellers

Rank Fund Capital Flow
1
CII
Capital International Inc
California
-$12.6M
2
OMC
Old Mission Capital
Illinois
-$2.23M
3
Mariner
Mariner
Kansas
-$963K
4
CWS
Confluence Wealth Services
Pennsylvania
-$492K
5
Capital International Investors
Capital International Investors
California
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Procyon Advisors
Connecticut
$2.85M +$114K +5,146 +4%
DADC
27
D.A. Davidson & Co
Montana
$2.65M +$464K +20,891 +22%
Wells Fargo
28
Wells Fargo
California
$2.6M +$2.58M +115,923 New
RLKPA
29
Robbie L. Kennerson P.A.
Florida
$2.16M +$2.13M +95,992 New
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$2.07M +$88.3K +3,976 +5%
UBS Group
31
UBS Group
Switzerland
$1.99M +$1.02M +46,013 +108%
BPFA
32
Barnes Pettey Financial Advisors
Mississippi
$1.99M +$1.96M +88,445 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.39M +$1.38M +62,018 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$1.34M +$524K +23,601 +65%
CBFP
35
Cedar Brook Financial Partners
Ohio
$1.1M +$283K +12,739 +35%
AAS
36
Ameritas Advisory Services
Nebraska
$971K +$960K +43,230 New
SPC
37
Sigma Planning Corp
Michigan
$916K +$63.5K +2,859 +8%
HAIM
38
Hunter Associates Investment Management
Pennsylvania
$905K +$127K +5,735 +17%
DA
39
Detalus Advisors
Missouri
$810K +$801K +36,065 New
AWS
40
Atria Wealth Solutions
New York
$773K +$193K +8,669 +34%
SS
41
Sunbelt Securities
Texas
$718K +$127K +5,697 +22%
BAM
42
Belpointe Asset Management
Nevada
$717K +$42.2K +1,900 +6%
CFGS
43
Concourse Financial Group Securities
Alabama
$695K +$92.2K +4,151 +15%
BFS
44
Bard Financial Services
Connecticut
$693K +$203K +9,125 +42%
EFS
45
Essex Financial Services
Connecticut
$690K +$258K +11,627 +61%
TA
46
TKG Advisors
Indiana
$659K +$652K +29,350 New
FHC
47
First Heartland Consultants
Missouri
$579K – – –
1WA
48
180 Wealth Advisors
Washington
$476K +$445K +20,038 New
Capital International Investors
49
Capital International Investors
California
$449K -$444K -20,000 -50%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$416K +$411K +18,510 New
1
2
3 4

CGUS Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2022, worth a combined $309M — up 85% from $167M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGUS positions and 6 closed out — a net gain of 29 holders — while 51 added to existing stakes and 4 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16M. The largest seller was Capital International Inc, exiting entirely with an estimated $12.6M sold.

  • 94 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $309M of Capital Group Core Equity ETF stock for Q4 2022, up 85% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Equity ETF positions in Q4 2022 and 6 closed out, a net change of +29 holders.
  • The largest Capital Group Core Equity ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $16M added.
  • The largest Capital Group Core Equity ETF seller in Q4 2022 was Capital International Inc, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.