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Capital Group Core Equity ETF

184 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 6

400% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 21

43% more capital invested

Capital invested by funds: $799M → $1.14B (+$341M)

24% more funds holding

Funds holding: 148184 (+36)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less ownership

Funds ownership: 69.89%62.89% (-7%)

Holders
184
Holders Change
+36
Holders Change %
+24.32%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$8.68M +$1.61M +61,165 +25%
CAN
27
Cetera Advisor Networks
California
$8.46M +$1.39M +52,931 +22%
PAG
28
Private Advisor Group
New Jersey
$8.26M +$1.64M +62,170 +27%
DADC
29
D.A. Davidson & Co
Montana
$8.25M +$1.76M +66,790 +30%
BCI
30
Brinker Capital Investments
Pennsylvania
$7.87M +$871K +33,047 +13%
OPS
31
Orion Portfolio Solutions
Nebraska
$7.87M +$871K +33,047 +13%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$7.8M +$1.02M +38,717 +16%
Jane Street
33
Jane Street
New York
$7.78M -$8.84M -335,645 -55%
LNC
34
Lincoln National Corp
Pennsylvania
$7.29M +$615K +23,358 +10%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$7.15M +$969K +36,779 +17%
NA
36
NewEdge Advisors
Louisiana
$6.96M +$1.81M +68,780 +39%
ASN
37
Advisory Services Network
Georgia
$6.9M +$3.64M +138,166 +131%
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$6.88M +$34.9K +1,324 +0.5%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$6.84M +$1.47M +55,729 +30%
FWS
40
FinDec Wealth Services
California
$6.76M +$1.35M +51,350 +27%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$6.67M +$803K +30,499 +15%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$6.45M +$1.86M +70,712 +45%
AWS
43
Atria Wealth Solutions
New York
$6.11M +$1.77M +67,012 +45%
ACA
44
Aptus Capital Advisors
Alabama
$6.03M +$3.39M +128,800 +153%
P
45
&Partners
Tennessee
$6M -$266K -10,097 -5%
Renaissance Technologies
46
Renaissance Technologies
New York
$5.25M +$4.89M +185,600 New
SS
47
Sunbelt Securities
Texas
$4.74M +$1.18M +44,944 +37%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$4.67M +$490K +18,585 +13%
VA
49
Valmark Advisers
Ohio
$4.34M +$3.6M +136,659 +827%
BB
50
Burford Brothers
Texas
$4.32M +$4.02M +152,619 New

CGUS Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2023, worth a combined $1.14B — up 43% from $799M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGUS positions and 6 closed out — a net gain of 36 holders — while 105 added to existing stakes and 21 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $23.2M. The largest seller was Jane Street, cutting an estimated $8.84M.

  • 184 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $1.14B of Capital Group Core Equity ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 42 funds opened new Capital Group Core Equity ETF positions in Q4 2023 and 6 closed out, a net change of +36 holders.
  • The largest Capital Group Core Equity ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $23.2M added.
  • The largest Capital Group Core Equity ETF seller in Q4 2023 was Jane Street, an estimated $8.84M sold.

Based on aggregated 13F filings for Q4 2023.