We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

118 hedge funds and large institutions have $579M invested in Capital Group Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $399M → $579M (+$181M)

10% more funds holding

Funds holding: 107118 (+11)

3.55% more ownership

Funds ownership: 54.96%58.51% (+3.6%)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
65
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$419K +$139K +5,678 +53%
HAS
77
HBW Advisory Services
California
$415K +$116K +4,730 +41%
NFG
78
Nations Financial Group
Iowa
$397K -$72.3K -2,959 -16%
EWA
79
EverSource Wealth Advisors
Alabama
$395K +$10.9K +445 +3%
Capital International Investors
80
Capital International Investors
California
$385K
SWM
81
Silverlake Wealth Management
Vermont
$382K -$611 -25 -0.2%
CCA
82
Cravens & Co Advisors
Tennessee
$370K -$12.3K -505 -3%
GRP
83
Global Retirement Partners
California
$349K +$56.5K +2,313 +21%
AFM
84
Armstrong Fleming & Moore
District of Columbia
$348K +$331K +13,561 New
BTWM
85
Baker Tilly Wealth Management
Wisconsin
$346K -$22K -900 -6%
CA
86
CapWealth Advisors
Tennessee
$330K -$19.1K -782 -6%
CFA
87
CWS Financial Advisors
Michigan
$327K +$311K +12,746 New
BFA
88
Beacon Financial Advisory
Ohio
$313K +$77.9K +3,189 +35%
MSAM
89
Moloney Securities Asset Management
Missouri
$306K +$291K +11,898 New
WP
90
WealthSource Partners
California
$297K +$38K +1,558 +16%
RJT
91
Raymond James Trust
Florida
$292K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$287K +$273K +11,160 New
CC
93
Cypress Capital
Tennessee
$286K +$2.39K +98 +0.9%
Cerity Partners
94
Cerity Partners
New York
$279K +$46.8K +1,915 +21%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$276K +$263K +10,753 New
Creative Planning
96
Creative Planning
Kansas
$272K +$22.5K +921 +10%
LA
97
Latitude Advisors
Florida
$258K
NWMG
98
National Wealth Management Group
Ohio
$250K
TI
99
tru Independence
Oregon
$248K +$6.4K +262 +3%
IAG
100
Investmark Advisory Group
Connecticut
$237K +$225K +9,225 New

CGUS Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2023, worth a combined $579M — up 45% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGUS positions and 3 closed out — a net gain of 12 holders — while 65 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20M. The largest seller was Advisory Services Network, cutting an estimated $4.8M.

  • 118 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2023, up from 107 in Q1 2023.
  • Funds reported $579M of Capital Group Core Equity ETF stock for Q2 2023, up 45% quarter-over-quarter.
  • 15 funds opened new Capital Group Core Equity ETF positions in Q2 2023 and 3 closed out, a net change of +12 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $20M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2023 was Advisory Services Network, an estimated $4.8M sold.

Based on aggregated 13F filings for Q2 2023.