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Capital Group Core Equity ETF
CGUS

107 hedge funds and large institutions have $399M invested in Capital Group Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

307% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 15

29% more capital invested

Capital invested by funds: $309M → $399M (+$89.8M)

14% more funds holding

Funds holding: 94 → 107 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.02% less ownership

Funds ownership: 54.98% → 54.96% (-0.02%)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
61
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIAS
Summit Investment Advisory Services
Minnesota
+$17.5M
2
CGPCS
Capital Group Private Client Services
California
+$10.7M
3
LPL Financial
LPL Financial
California
+$9.25M
4
MHB
Midwest Heritage Bank
Iowa
+$7.87M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.05M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$2.11M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.53M
4
DA
Detalus Advisors
Missouri
-$587K
5
AAS
Ameritas Advisory Services
Nebraska
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$269K +$233K +10,004 +783%
CC
77
Cypress Capital
Tennessee
$261K -$56.9K -2,438 -18%
DA
78
Detalus Advisors
Missouri
$258K -$587K -25,168 -70%
VA
79
Valmark Advisers
Ohio
$252K +$5.32K +228 +2%
WI
80
Wintrust Investments
Illinois
$239K +$2.08K +89 +0.9%
LA
81
Latitude Advisors
Florida
$238K +$234K +10,030 New
WP
82
WealthSource Partners
California
$237K +$234K +10,021 New
NWMG
83
National Wealth Management Group
Ohio
$229K +$1.96K +84 +0.9%
Creative Planning
84
Creative Planning
Kansas
$229K +$225K +9,655 New
TI
85
tru Independence
Oregon
$222K +$219K +9,378 New
CF
86
Centaurus Financial
California
$217K – – –
BFA
87
Beacon Financial Advisory
Ohio
$213K +$210K +8,996 New
Cerity Partners
88
Cerity Partners
New York
$212K – – –
WWM
89
Western Wealth Management
Colorado
$206K +$203K +8,715 New
H
90
HoyleCohen
California
$204K +$201K +8,599 New
HGERS
91
Householder Group Estate & Retirement Specialist
Arizona
$194K +$191K +8,169 New
TWM
92
Tradition Wealth Management
Minnesota
$119K +$117K +5,024 New
AF
93
Advisornet Financial
Minnesota
$112K -$4.67K -200 -4%
AF
94
Allworth Financial
California
$109K – – –
PTC
95
Private Trust Company
Ohio
$94.8K – – –
IA
96
IFP Advisors
Florida
$90.4K -$12.3K -526 -13%
CFD
97
Creative Financial Designs
Indiana
$68.3K – – –
Morgan Stanley
98
Morgan Stanley
New York
$66.1K +$34.8K +1,492 +115%
IGWM
99
ICA Group Wealth Management
Colorado
$63.4K +$7.58K +325 +14%
FP
100
Financial Perspectives
Minnesota
$36.3K – – –
1 2 3
4
5

CGUS Hedge Fund Activity: Q1 2023 in Review

107 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2023, worth a combined $399M — up 29% from $309M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CGUS positions and 4 closed out — a net gain of 15 holders — while 61 added to existing stakes and 15 trimmed.

The largest buyer was Summit Investment Advisory Services, adding an estimated $17.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.05M.

  • 107 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2023, up from 94 in Q4 2022.
  • Funds reported $399M of Capital Group Core Equity ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 19 funds opened new Capital Group Core Equity ETF positions in Q1 2023 and 4 closed out, a net change of +15 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2023 was Summit Investment Advisory Services, an estimated $17.5M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2023.