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Capital Group Core Equity ETF
CGUS

205 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

250% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 34

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

35% more capital invested

Capital invested by funds: $1.14B → $1.54B (+$397M)

11% more funds holding

Funds holding: 184 → 205 (+21)

0.69% more ownership

Funds ownership: 62.89% → 63.59% (+0.69%)

Holders
205
Holders Change
+21
Holders Change %
+11.41%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.9M
2
LPL Financial
LPL Financial
California
+$32.7M
3
Stifel Financial
Stifel Financial
Missouri
+$22.7M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19M
5
HIP
HUB Investment Partners
Texas
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$22.6M
2
Jane Street
Jane Street
New York
-$7.78M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.11M
4
PA
Procyon Advisors
Connecticut
-$2.62M
5
PFG
Prosperity Financial Group
California
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
76
Choreo LLC
Illinois
$2.31M -$1.57K -53 -0.1%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$2.17M +$313K +10,549 +18%
OW
78
Olistico Wealth
Oklahoma
$2.13M – – –
WI
79
Wintrust Investments
Illinois
$2.07M +$99.8K +3,366 +5%
PFS
80
Prospera Financial Services
Texas
$1.82M +$656K +22,131 +61%
CBFP
81
Cedar Brook Financial Partners
Ohio
$1.77M +$34.1K +1,149 +2%
PAS
82
Park Avenue Securities
New York
$1.68M +$170K +5,720 +12%
PA
83
Procyon Advisors
Connecticut
$1.64M -$2.62M -88,235 -63%
AAS
84
Ameritas Advisory Services
Nebraska
$1.64M +$1.18M +39,895 +287%
AAS
85
Avantax Advisory Services
Texas
$1.55M +$630K +21,255 +75%
CCFM
86
Clear Creek Financial Management
Washington
$1.54M +$1.47M +49,459 New
SFS
87
Sowell Financial Services
Arkansas
$1.43M +$1.36M +45,755 New
CFGS
88
Concourse Financial Group Securities
Alabama
$1.38M +$58.7K +1,982 +5%
LWM
89
Lodestone Wealth Management
Washington
$1.31M +$95.1K +3,208 +8%
KAS
90
KPP Advisory Services
Kentucky
$1.14M +$1.09M +36,654 New
GVAG
91
Great Valley Advisor Group
Delaware
$1.13M +$111K +3,742 +12%
OIA
92
OneDigital Investment Advisors
Kansas
$1.13M +$31.6K +1,066 +3%
WIP
93
WealthCare Investment Partners
Rhode Island
$1.11M – – –
LF
94
Lantz Financial
Illinois
$969K +$45.7K +1,542 +5%
1WA
95
180 Wealth Advisors
Washington
$956K +$65.1K +2,198 +8%
GS
96
GTS Securities
New York
$919K +$874K +29,497 New
AFM
97
Armstrong Fleming & Moore
District of Columbia
$912K +$136K +4,597 +19%
BTWM
98
Baker Tilly Wealth Management
Wisconsin
$896K +$121K +4,080 +17%
WIC
99
Woodmont Investment Counsel
Tennessee
$892K +$399K +13,462 +89%
SN
100
Sittner & Nelson
Oregon
$890K +$221K +7,454 +35%
2 3
4
5 6

CGUS Hedge Fund Activity: Q1 2024 in Review

205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2024, worth a combined $1.54B — up 35% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 9 closed out — a net gain of 25 holders — while 119 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $42.9M. The largest seller was Osaic Holdings, cutting an estimated $22.6M.

  • 205 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $1.54B of Capital Group Core Equity ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q1 2024 and 9 closed out, a net change of +25 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $42.9M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2024 was Osaic Holdings, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2024.