Capital Group Core Equity ETF
CGUS
67 hedge funds and large institutions have $167M invested in Capital Group Core Equity ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 6 reducing their positions, and 9 closing their positions.
483% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 6
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
48% more capital invested
Capital invested by funds: $113M → $167M (+$54.1M)
20% more funds holding
Funds holding: 56 → 67 (+11)
1.22% less ownership
Funds ownership: 55.62% → 54.4% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CII
Capital International Inc
Los Angeles,
California
|
+$13.9M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$12.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.53M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.39M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$19.7M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$10.6M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$407K |
CGUS Hedge Fund Activity: Q3 2022 in Review
67 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2022, worth a combined $167M — up 48% from $113M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CGUS positions and 9 closed out — a net gain of 11 holders — while 35 added to existing stakes and 6 trimmed.
The largest buyer was Capital International Inc, opening a new position worth an estimated $13.9M. The largest seller was Capital International Investors, cutting an estimated $19.7M.
- 67 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2022, up from 56 in Q2 2022.
- Funds reported $167M of Capital Group Core Equity ETF stock for Q3 2022, up 48% quarter-over-quarter.
- 20 funds opened new Capital Group Core Equity ETF positions in Q3 2022 and 9 closed out, a net change of +11 holders.
- The largest Capital Group Core Equity ETF buyer in Q3 2022 was Capital International Inc, an estimated $13.9M added.
- The largest Capital Group Core Equity ETF seller in Q3 2022 was Capital International Investors, an estimated $19.7M sold.
Based on aggregated 13F filings for Q3 2022.