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Capital Group Core Equity ETF
CGUS

205 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

250% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 34

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

35% more capital invested

Capital invested by funds: $1.14B → $1.54B (+$397M)

11% more funds holding

Funds holding: 184 → 205 (+21)

0.69% more ownership

Funds ownership: 62.89% → 63.59% (+0.69%)

Holders
205
Holders Change
+21
Holders Change %
+11.41%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.9M
2
LPL Financial
LPL Financial
California
+$32.7M
3
Stifel Financial
Stifel Financial
Missouri
+$22.7M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19M
5
HIP
HUB Investment Partners
Texas
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$22.6M
2
Jane Street
Jane Street
New York
-$7.78M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.11M
4
PA
Procyon Advisors
Connecticut
-$2.62M
5
PFG
Prosperity Financial Group
California
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$5.85M +$1.09M +36,610 +24%
BB
52
Burford Brothers
Texas
$5.76M +$951K +32,089 +21%
Morgan Stanley
53
Morgan Stanley
New York
$5.04M +$4.38M +147,757 +1,063%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$4.99M -$143K -4,826 -3%
BAG
55
Bridgewealth Advisory Group
California
$4.87M +$2.93M +98,769 +172%
DJSG
56
D.J. St. Germain
Massachusetts
$4.85M +$126K +4,249 +3%
FA
57
Faithward Advisors
Pennsylvania
$4.44M -$29K -977 -0.7%
PS
58
Principal Securities
Iowa
$4.36M +$1.64M +55,210 +65%
AFG
59
AFS Financial Group
Maryland
$3.89M +$2.34M +78,907 +172%
EFS
60
Essex Financial Services
Connecticut
$3.84M +$238K +8,028 +7%
CA
61
Continuum Advisory
Idaho
$3.69M +$1.09M +36,818 +45%
CFD
62
Creative Financial Designs
Indiana
$3.69M +$118K +3,969 +3%
William Blair & Company
63
William Blair & Company
Illinois
$3.63M +$674K +22,727 +24%
SPC
64
Sigma Planning Corp
Michigan
$3.37M +$1.89M +63,624 +143%
MFG
65
Merit Financial Group
Georgia
$3.3M -$17K -574 -0.5%
BPFA
66
Barnes Pettey Financial Advisors
Mississippi
$3.28M – – –
AFA
67
AA Financial Advisors
Ohio
$3.23M +$558K +18,840 +22%
NS
68
NBC Securities
Alabama
$2.97M +$1.17M +39,534 +71%
Truist Financial
69
Truist Financial
North Carolina
$2.85M -$204K -6,898 -7%
GSC
70
G&S Capital
Colorado
$2.74M -$949K -32,019 -27%
FFS
71
Founders Financial Securities
Maryland
$2.54M +$624K +21,056 +35%
Renaissance Technologies
72
Renaissance Technologies
New York
$2.52M -$3.11M -104,900 -57%
BFG
73
Bleakley Financial Group
New Jersey
$2.37M +$18.1K +612 +0.8%
SW
74
Simplicity Wealth
New Jersey
$2.37M +$2.26M +76,212 New
HighTower Advisors
75
HighTower Advisors
Illinois
$2.34M +$1.54M +51,824 +221%
1 2
3
4 5

CGUS Hedge Fund Activity: Q1 2024 in Review

205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2024, worth a combined $1.54B — up 35% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 9 closed out — a net gain of 25 holders — while 119 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $42.9M. The largest seller was Osaic Holdings, cutting an estimated $22.6M.

  • 205 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $1.54B of Capital Group Core Equity ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q1 2024 and 9 closed out, a net change of +25 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $42.9M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2024 was Osaic Holdings, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2024.