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Capital Group Core Equity ETF
CGUS

246 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

24% more capital invested

Capital invested by funds: $1.54B → $1.9B (+$364M)

20% more funds holding

Funds holding: 205 → 246 (+41)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2.24% less ownership

Funds ownership: 63.59% → 61.35% (-2.2%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
142
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$65.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$36.2M
4
LPL Financial
LPL Financial
California
+$27.6M
5
SEI Investments
SEI Investments
Pennsylvania
+$23.6M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$17.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$10.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.74M
4
Stifel Financial
Stifel Financial
Missouri
-$9.27M
5
OMC
Old Mission Capital
Illinois
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$20.7M +$6.17M +197,479 +44%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$19M +$10.7M +342,375 +139%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.6M -$385K -12,325 -2%
PAG
29
Private Advisor Group
New Jersey
$15.7M +$3.75M +120,183 +33%
VFPI
30
Vantage Financial Partners (Illinois)
Illinois
$14.7M +$2.42M +77,427 +20%
ASN
31
Advisory Services Network
Georgia
$13.4M +$4.61M +147,676 +55%
DADC
32
D.A. Davidson & Co
Montana
$12.6M +$543K +17,397 +5%
SB
33
Strategic Blueprint
Georgia
$11.6M +$286K +9,170 +3%
BCI
34
Brinker Capital Investments
Pennsylvania
$11.3M +$607K +19,442 +6%
OPS
35
Orion Portfolio Solutions
Nebraska
$11.3M +$607K +19,442 +6%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$11M +$883K +28,269 +9%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$10.7M +$1.41M +45,176 +16%
HI
38
Harbour Investments
Wisconsin
$10.3M -$122K -3,916 -1%
SS
39
Sunbelt Securities
Texas
$9.64M +$1.76M +56,477 +23%
AWS
40
Atria Wealth Solutions
New York
$9.27M +$1.02M +32,596 +13%
BB
41
Burford Brothers
Texas
$8.13M +$2.1M +67,386 +36%
P
42
&Partners
Tennessee
$8.13M +$232K +7,420 +3%
IPA
43
Investment Planning Advisors
Georgia
$7.95M +$7.7M +246,626 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$7.73M +$168K +5,385 +2%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$7.53M +$384K +12,284 +6%
FWS
46
FinDec Wealth Services
California
$7.33M -$293K -9,369 -4%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$7.28M -$584K -18,712 -8%
EFS
48
Essex Financial Services
Connecticut
$7.06M +$3.06M +97,971 +80%
VA
49
Valmark Advisers
Ohio
$7M +$649K +20,793 +11%
OMC
50
Old Mission Capital
Illinois
$6.83M -$5.62M -179,945 -46%
1
2
3 4 5

CGUS Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2024, worth a combined $1.9B — up 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CGUS positions and 9 closed out — a net gain of 43 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.9M. The largest seller was Summit Investment Advisory Services, exiting entirely with an estimated $17.8M sold.

  • 246 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2024, up from 205 in Q1 2024.
  • Funds reported $1.9B of Capital Group Core Equity ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 52 funds opened new Capital Group Core Equity ETF positions in Q2 2024 and 9 closed out, a net change of +43 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $65.9M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2024 was Summit Investment Advisory Services, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2024.