Capital Group Core Equity ETF
CGUS
56 hedge funds and large institutions have $113M invested in Capital Group Core Equity ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,233% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 3
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
195% more funds holding
Funds holding: 19 → 56 (+37)
181% more capital invested
Capital invested by funds: $40.2M → $113M (+$72.9M)
1.33% less ownership
Funds ownership: 56.95% → 55.62% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$11.3M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$9.33M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.94M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.63M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.54M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$750K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$228K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$14.1K |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
51
Strategic Asset Management
Rochester,
Minnesota
| $33K | +$35.2K | +1,500 | New |
|
|
CFD
52
Creative Financial Designs
Kokomo,
Indiana
| $22K | +$23.5K | +1,000 | New |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $21K | – | – | – |
|
|
AF
54
Allworth Financial
Folsom,
California
| $12K | +$12.8K | +545 | New |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $11K | +$12.9K | +548 | New |
|
|
APA
56
American Portfolios Advisors
Holbrook,
New York
| $5.43K | +$5.86K | +250 | New |
|
|
57
Jane Street
New York
| – | -$4.54M | -176,212 | Closed |
|
|
CIAS
58
CFS Investment Advisory Services
Totowa,
New Jersey
| – | -$1K | -21,888 | Closed |
|
|
59
Koshinski Asset Management
Decatur,
Illinois
| – | -$14.1K | -547 | Closed |
|
CGUS Hedge Fund Activity: Q2 2022 in Review
56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2022, worth a combined $113M — up 181% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new CGUS positions and 3 closed out — a net gain of 37 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $11.3M. The largest seller was Jane Street, exiting entirely with an estimated $4.54M sold.
- 56 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2022, up from 19 in Q1 2022.
- Funds reported $113M of Capital Group Core Equity ETF stock for Q2 2022, up 181% quarter-over-quarter.
- 40 funds opened new Capital Group Core Equity ETF positions in Q2 2022 and 3 closed out, a net change of +37 holders.
- The largest Capital Group Core Equity ETF buyer in Q2 2022 was Janney Montgomery Scott, an estimated $11.3M added.
- The largest Capital Group Core Equity ETF seller in Q2 2022 was Jane Street, an estimated $4.54M sold.
Based on aggregated 13F filings for Q2 2022.