Capital Group Core Equity ETF
CGUS
118 hedge funds and large institutions have $579M invested in Capital Group Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
160% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 25
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more capital invested
Capital invested by funds: $399M → $579M (+$181M)
10% more funds holding
Funds holding: 107 → 118 (+11)
3.55% more ownership
Funds ownership: 54.96% → 58.51% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$12.4M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$12.2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.75M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$4.8M |
| 2 |
JP Morgan Chase
New York
|
-$4.17M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$2.14M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.07M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$945K |
CGUS Hedge Fund Activity: Q2 2023 in Review
118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2023, worth a combined $579M — up 45% from $399M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CGUS positions and 3 closed out — a net gain of 12 holders — while 65 added to existing stakes and 25 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $20M. The largest seller was Advisory Services Network, cutting an estimated $4.8M.
- 118 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2023, up from 107 in Q1 2023.
- Funds reported $579M of Capital Group Core Equity ETF stock for Q2 2023, up 45% quarter-over-quarter.
- 15 funds opened new Capital Group Core Equity ETF positions in Q2 2023 and 3 closed out, a net change of +12 holders.
- The largest Capital Group Core Equity ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $20M added.
- The largest Capital Group Core Equity ETF seller in Q2 2023 was Advisory Services Network, an estimated $4.8M sold.
Based on aggregated 13F filings for Q2 2023.