Capital Group Core Equity ETF
CGUS
305 hedge funds and large institutions have $4.28B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 177 increasing their positions, 43 reducing their positions, and 9 closing their positions.
578% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 9
312% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 43
82% more capital invested
Capital invested by funds: $2.35B → $4.28B (+$1.93B)
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
18% more funds holding
Funds holding: 258 → 305 (+47)
2.07% more ownership
Funds ownership: 65% → 67.07% (+2.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$89.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$40.1M |
| 4 |
Morgan Stanley
New York
|
+$34.3M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$36.5M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$8.52M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$7.42M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.92M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.81M |
CGUS Hedge Fund Activity: Q4 2024 in Review
305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2024, worth a combined $4.28B — up 82% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new CGUS positions and 9 closed out — a net gain of 52 holders — while 177 added to existing stakes and 43 trimmed.
The largest buyer was LPL Financial, adding an estimated $89.6M. The largest seller was Bank of America, cutting an estimated $36.5M.
- 305 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2024, up from 258 in Q3 2024.
- Funds reported $4.28B of Capital Group Core Equity ETF stock for Q4 2024, up 82% quarter-over-quarter.
- 61 funds opened new Capital Group Core Equity ETF positions in Q4 2024 and 9 closed out, a net change of +52 holders.
- The largest Capital Group Core Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $89.6M added.
- The largest Capital Group Core Equity ETF seller in Q4 2024 was Bank of America, an estimated $36.5M sold.
Based on aggregated 13F filings for Q4 2024.