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Capital Group Core Equity ETF
CGUS

246 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

24% more capital invested

Capital invested by funds: $1.54B → $1.9B (+$364M)

20% more funds holding

Funds holding: 205 → 246 (+41)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2.24% less ownership

Funds ownership: 63.59% → 61.35% (-2.2%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
142
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$65.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$36.2M
4
LPL Financial
LPL Financial
California
+$27.6M
5
SEI Investments
SEI Investments
Pennsylvania
+$23.6M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$17.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$10.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.74M
4
Stifel Financial
Stifel Financial
Missouri
-$9.27M
5
OMC
Old Mission Capital
Illinois
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
51
D.J. St. Germain
Massachusetts
$6.37M +$1.31M +41,990 +27%
BAG
52
Bridgewealth Advisory Group
California
$6.28M +$1.2M +38,577 +25%
AFA
53
AA Financial Advisors
Ohio
$6.2M +$2.76M +88,387 +85%
SMC
54
Smith, Moore & Co
Missouri
$6.16M +$104K +3,343 +2%
DAS
55
Dynamic Advisor Solutions
Arizona
$5.98M +$5.79M +185,361 New
CFD
56
Creative Financial Designs
Indiana
$5.79M +$1.91M +61,163 +52%
PS
57
Principal Securities
Iowa
$5.53M +$982K +31,457 +22%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$5.37M +$197K +6,318 +4%
William Blair & Company
59
William Blair & Company
Illinois
$4.28M +$513K +16,424 +14%
CA
60
Continuum Advisory
Idaho
$4.09M +$265K +8,499 +7%
NS
61
NBC Securities
Alabama
$3.72M +$631K +20,201 +21%
Truist Financial
62
Truist Financial
North Carolina
$3.36M +$398K +12,739 +14%
BPFA
63
Barnes Pettey Financial Advisors
Mississippi
$3.29M -$98.6K -3,158 -3%
FFS
64
Founders Financial Securities
Maryland
$3.25M +$603K +19,321 +24%
Jane Street
65
Jane Street
New York
$3.08M +$2.99M +95,604 New
CFGS
66
Concourse Financial Group Securities
Alabama
$3.08M +$1.6M +51,237 +116%
SPC
67
Sigma Planning Corp
Michigan
$2.92M -$550K -17,615 -16%
GSC
68
G&S Capital
Colorado
$2.78M -$129K -4,137 -5%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.76M +$327K +10,463 +14%
CCFM
70
Clear Creek Financial Management
Washington
$2.64M +$1.01M +32,443 +66%
BFG
71
Bleakley Financial Group
New Jersey
$2.48M +$20.1K +645 +0.8%
SW
72
Simplicity Wealth
New Jersey
$2.48M +$20.1K +645 +0.8%
CL
73
Choreo LLC
Illinois
$2.38M -$13.5K -431 -0.6%
WI
74
Wintrust Investments
Illinois
$2.36M +$213K +6,821 +10%
AAS
75
Ameritas Advisory Services
Nebraska
$2.33M +$577K +18,465 +34%
1 2
3
4 5

CGUS Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2024, worth a combined $1.9B — up 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CGUS positions and 9 closed out — a net gain of 43 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.9M. The largest seller was Summit Investment Advisory Services, exiting entirely with an estimated $17.8M sold.

  • 246 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2024, up from 205 in Q1 2024.
  • Funds reported $1.9B of Capital Group Core Equity ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 52 funds opened new Capital Group Core Equity ETF positions in Q2 2024 and 9 closed out, a net change of +43 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $65.9M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2024 was Summit Investment Advisory Services, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2024.