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Capital Group Core Equity ETF

118 hedge funds and large institutions have $579M invested in Capital Group Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $399M → $579M (+$181M)

10% more funds holding

Funds holding: 107118 (+11)

3.55% more ownership

Funds ownership: 54.96%58.51% (+3.6%)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
65
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bard Financial Services
Connecticut
$1.1M +$94.6K +3,875 +10%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.05M +$998K +40,856 New
SMC
53
Smith, Moore & Co
Missouri
$977K +$481K +19,705 +108%
SPC
54
Sigma Planning Corp
Michigan
$922K -$108K -4,430 -11%
CA
55
Continuum Advisory
Idaho
$858K +$816K +33,427 New
CFGS
56
Concourse Financial Group Securities
Alabama
$812K -$33.3K -1,362 -4%
FFS
57
Founders Financial Securities
Maryland
$776K +$146K +5,972 +25%
OMC
58
Old Mission Capital
Illinois
$755K +$718K +29,403 New
1WA
59
180 Wealth Advisors
Washington
$699K +$113K +4,611 +20%
WI
60
Wintrust Investments
Illinois
$677K +$397K +16,268 +161%
HI
61
Harbour Investments
Wisconsin
$667K +$73.4K +3,006 +13%
FHC
62
First Heartland Consultants
Missouri
$662K
PFS
63
Prospera Financial Services
Texas
$653K +$621K +25,441 New
TA
64
TKG Advisors
Indiana
$623K -$93.6K -3,832 -14%
BAM
65
Belpointe Asset Management
Nevada
$615K -$341K -13,945 -37%
LWM
66
Lodestone Wealth Management
Washington
$607K +$577K +23,628 New
OIA
67
OneDigital Investment Advisors
Kansas
$605K +$575K +23,548 New
LF
68
Lantz Financial
Illinois
$593K +$92.5K +3,788 +20%
AAS
69
Ameritas Advisory Services
Nebraska
$550K -$45.6K -1,866 -8%
OC
70
Oppenheimer & Co
New York
$494K +$161K +6,600 +52%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$493K +$42.4K +1,736 +10%
SN
72
Sittner & Nelson
Oregon
$469K
HAIM
73
Hunter Associates Investment Management
Pennsylvania
$460K -$195K -8,000 -31%
MWM
74
Meridian Wealth Management
Kentucky
$442K +$78.1K +3,198 +23%
BFA
75
Bill Few Associates
Pennsylvania
$431K -$2.08K -85 -0.5%

CGUS Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2023, worth a combined $579M — up 45% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGUS positions and 3 closed out — a net gain of 12 holders — while 65 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20M. The largest seller was Advisory Services Network, cutting an estimated $4.8M.

  • 118 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2023, up from 107 in Q1 2023.
  • Funds reported $579M of Capital Group Core Equity ETF stock for Q2 2023, up 45% quarter-over-quarter.
  • 15 funds opened new Capital Group Core Equity ETF positions in Q2 2023 and 3 closed out, a net change of +12 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $20M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2023 was Advisory Services Network, an estimated $4.8M sold.

Based on aggregated 13F filings for Q2 2023.