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Capital Group Core Equity ETF

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: 6794 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$201K +$199K +8,956 New
PFS
77
Prospera Financial Services
Texas
$200K -$38.5K -1,731 -16%
NA
78
NewEdge Advisors
Louisiana
$164K +$913K +41,112 +63%
DJSG
79
D.J. St. Germain
Massachusetts
$121K +$119K +5,367 New
AF
80
Advisornet Financial
Minnesota
$110K +$72.5K +3,265 +198%
IA
81
IFP Advisors
Florida
$104K +$28.3K +1,275 +44%
AF
82
Allworth Financial
California
$103K +$89.7K +4,039 +741%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$90K +$45K +2,024 +101%
PTC
84
Private Trust Company
Ohio
$90K +$88.9K +4,000 New
CFD
85
Creative Financial Designs
Indiana
$64.7K +$7.69K +346 +14%
IGWM
86
ICA Group Wealth Management
Colorado
$52.8K +$52.2K +2,350 New
FP
87
Financial Perspectives
Minnesota
$34.4K +$34K +1,531 New
Morgan Stanley
88
Morgan Stanley
New York
$29.2K +$28.9K +1,300 New
GRP
89
Global Retirement Partners
California
$28.7K +$28.4K +1,278 New
LFG
90
Larson Financial Group
Missouri
$23.2K
AF
91
Affiance Financial
Minnesota
$20.2K +$20K +900 New
BC
92
Barrett & Company
Rhode Island
$13.1K
WWP
93
WR Wealth Planners
Missouri
$9.84K +$9.73K +438 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$562 +$555 +25 New
CII
95
Capital International Inc
California
-$12.6M -616,857 Closed
OMC
96
Old Mission Capital
Illinois
-$2.23M -109,690 Closed
Mariner
97
Mariner
Kansas
-$963K -47,238 Closed
CWS
98
Confluence Wealth Services
Pennsylvania
-$492K -24,160 Closed
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
-$271K -13,316 Closed
CAL
100
Capital Analysts LLC
Pennsylvania
-$56K -2,750 Closed

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.