We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF
CGUS

94 hedge funds and large institutions have $309M invested in Capital Group Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,175% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 4

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

85% more capital invested

Capital invested by funds: $167M → $309M (+$142M)

40% more funds holding

Funds holding: 67 → 94 (+27)

0.58% more ownership

Funds ownership: 54.4% → 54.98% (+0.58%)

Holders
94
Holders Change
+27
Holders Change %
+40.3%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
51
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16M
2
LPL Financial
LPL Financial
California
+$14.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.74M
4
CGPCS
Capital Group Private Client Services
California
+$9.42M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$8.98M

Top Sellers

Rank Fund Capital Flow
1
CII
Capital International Inc
California
-$12.6M
2
OMC
Old Mission Capital
Illinois
-$2.23M
3
Mariner
Mariner
Kansas
-$963K
4
CWS
Confluence Wealth Services
Pennsylvania
-$492K
5
Capital International Investors
Capital International Investors
California
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
51
Sittner & Nelson
Oregon
$410K +$251K +11,311 +163%
HI
52
Harbour Investments
Wisconsin
$407K +$242K +10,873 +150%
SPIA
53
Steward Partners Investment Advisory
New York
$390K +$386K +17,356 New
BFG
54
Bleakley Financial Group
New Jersey
$373K +$369K +16,605 New
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$366K +$362K +16,309 New
CCA
56
Cravens & Co Advisors
Tennessee
$354K +$350K +15,773 New
BFA
57
Bill Few Associates
Pennsylvania
$349K +$346K +15,557 New
FFS
58
Founders Financial Securities
Maryland
$334K +$5.31K +239 +2%
EWA
59
EverSource Wealth Advisors
Alabama
$323K +$232K +10,445 +264%
SWM
60
Silverlake Wealth Management
Vermont
$317K +$19K +854 +6%
CA
61
CapWealth Advisors
Tennessee
$308K -$12.7K -572 -4%
MWM
62
Meridian Wealth Management
Kentucky
$307K +$45.4K +2,043 +18%
CC
63
Cypress Capital
Tennessee
$302K +$14.2K +640 +5%
CAN
64
Cetera Advisor Networks
California
$286K +$283K +12,733 New
PAG
65
Private Advisor Group
New Jersey
$260K +$1.89M +85,005 +130%
OC
66
Oppenheimer & Co
New York
$258K +$255K +11,500 New
RJT
67
Raymond James Trust
Florida
$256K – – –
SIAS
68
Summit Investment Advisory Services
Minnesota
$243K +$240K +10,813 New
BTWM
69
Baker Tilly Wealth Management
Wisconsin
$240K +$237K +10,670 New
NFG
70
Nations Financial Group
Iowa
$239K -$10.6K -475 -4%
VA
71
Valmark Advisers
Ohio
$234K +$231K +10,410 New
WI
72
Wintrust Investments
Illinois
$225K +$222K +10,004 New
LF
73
Lantz Financial
Illinois
$219K +$217K +9,748 New
NWMG
74
National Wealth Management Group
Ohio
$212K +$210K +9,435 New
CF
75
Centaurus Financial
California
$206K +$59.9K +2,695 +42%
1 2
3
4

CGUS Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2022, worth a combined $309M — up 85% from $167M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGUS positions and 6 closed out — a net gain of 29 holders — while 51 added to existing stakes and 4 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16M. The largest seller was Capital International Inc, exiting entirely with an estimated $12.6M sold.

  • 94 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $309M of Capital Group Core Equity ETF stock for Q4 2022, up 85% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Equity ETF positions in Q4 2022 and 6 closed out, a net change of +29 holders.
  • The largest Capital Group Core Equity ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $16M added.
  • The largest Capital Group Core Equity ETF seller in Q4 2022 was Capital International Inc, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.