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Capital Group Core Equity ETF

205 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

250% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 34

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

35% more capital invested

Capital invested by funds: $1.14B → $1.54B (+$397M)

11% more funds holding

Funds holding: 184205 (+21)

0.69% more ownership

Funds ownership: 62.89%63.59% (+0.69%)

Holders
205
Holders Change
+21
Holders Change %
+11.41%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$12.4M +$1.9M +64,104 +19%
OMC
27
Old Mission Capital
Illinois
$12.2M +$11.6M +391,879 New
VFPI
28
Vantage Financial Partners (Illinois)
Illinois
$11.8M +$932K +31,442 +9%
DADC
29
D.A. Davidson & Co
Montana
$11.7M +$2.45M +82,734 +28%
PAG
30
Private Advisor Group
New Jersey
$11.4M +$2.22M +75,027 +26%
SB
31
Strategic Blueprint
Georgia
$11M +$883K +29,786 +9%
BCI
32
Brinker Capital Investments
Pennsylvania
$10.3M +$1.54M +51,826 +19%
OPS
33
Orion Portfolio Solutions
Nebraska
$10.3M +$1.54M +51,826 +19%
HI
34
Harbour Investments
Wisconsin
$10.1M +$508K +17,124 +6%
LNC
35
Lincoln National Corp
Pennsylvania
$10.1M +$1.93M +65,100 +25%
CAN
36
Cetera Advisor Networks
California
$9.85M +$512K +17,286 +6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$9.74M +$1.78M +60,066 +24%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$9.7M +$1.06M +35,827 +13%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$8.89M +$1.29M +43,609 +18%
ASN
40
Advisory Services Network
Georgia
$8.35M +$721K +24,331 +10%
AWS
41
Atria Wealth Solutions
New York
$7.94M +$1.15M +38,900 +18%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$7.66M +$4.19M +141,215 +135%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$7.62M +$36.5K +1,232 +0.5%
P
44
&Partners
Tennessee
$7.59M +$970K +32,734 +15%
SS
45
Sunbelt Securities
Texas
$7.56M +$2.23M +75,188 +45%
FWS
46
FinDec Wealth Services
California
$7.37M -$61.5K -2,074 -0.9%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7.3M -$44.4K -1,497 -0.6%
ACA
48
Aptus Capital Advisors
Alabama
$7.26M +$593K +19,991 +9%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$6.9M -$192K -6,479 -3%
VA
50
Valmark Advisers
Ohio
$6.11M +$1.28M +43,045 +28%

CGUS Hedge Fund Activity: Q1 2024 in Review

205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2024, worth a combined $1.54B — up 35% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 9 closed out — a net gain of 25 holders — while 119 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $42.9M. The largest seller was Osaic Holdings, cutting an estimated $22.6M.

  • 205 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $1.54B of Capital Group Core Equity ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q1 2024 and 9 closed out, a net change of +25 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $42.9M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2024 was Osaic Holdings, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2024.