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Capital Group Core Equity ETF
CGUS

246 hedge funds and large institutions have $1.9B invested in Capital Group Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

24% more capital invested

Capital invested by funds: $1.54B → $1.9B (+$364M)

20% more funds holding

Funds holding: 205 → 246 (+41)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2.24% less ownership

Funds ownership: 63.59% → 61.35% (-2.2%)

Holders
246
Holders Change
+41
Holders Change %
+20%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
52
Increased
142
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$65.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$36.2M
4
LPL Financial
LPL Financial
California
+$27.6M
5
SEI Investments
SEI Investments
Pennsylvania
+$23.6M

Top Sellers

1
SIAS
Summit Investment Advisory Services
Minnesota
-$17.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$10.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.74M
4
Stifel Financial
Stifel Financial
Missouri
-$9.27M
5
OMC
Old Mission Capital
Illinois
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Park Avenue Securities
New York
$2.3M +$547K +17,519 +33%
MFG
77
Merit Financial Group
Georgia
$2.24M -$1.21M -38,839 -36%
PFS
78
Prospera Financial Services
Texas
$2.24M +$344K +11,027 +19%
OW
79
Olistico Wealth
Oklahoma
$2.2M +$312 +10 +0%
ACA
80
Aptus Capital Advisors
Alabama
$2.13M -$5.21M -166,918 -72%
SEIA
81
Signature Estate & Investment Advisors
California
$1.98M +$1.92M +61,371 New
PA
82
PFG Advisors
Arizona
$1.92M +$1.47M +46,983 +372%
AAS
83
Avantax Advisory Services
Texas
$1.86M +$252K +8,061 +16%
FTUS
84
Flow Traders U.S.
New York
$1.77M +$1.72M +55,001 New
Natixis Advisors
85
Natixis Advisors
Massachusetts
$1.58M +$898K +28,755 +141%
OIA
86
OneDigital Investment Advisors
Kansas
$1.55M +$370K +11,834 +33%
ATS
87
Ashton Thomas Securities
New York
$1.5M +$1.43M +45,700 New
SFS
88
Sowell Financial Services
Arkansas
$1.48M -$468 -15 -0%
Renaissance Technologies
89
Renaissance Technologies
New York
$1.45M -$1.11M -35,700 -44%
LWM
90
Lodestone Wealth Management
Washington
$1.44M +$83.6K +2,678 +6%
KAS
91
KPP Advisory Services
Kentucky
$1.39M +$198K +6,349 +17%
GVAG
92
Great Valley Advisor Group
Delaware
$1.38M +$201K +6,431 +18%
WIC
93
Woodmont Investment Counsel
Tennessee
$1.3M +$368K +11,774 +41%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$1.28M +$1.24M +39,836 New
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$1.26M +$319K +10,226 +36%
WIP
96
WealthCare Investment Partners
Rhode Island
$1.15M +$2.75K +88 +0.2%
IAS
97
Investment Advisory Services
Texas
$1.12M +$280K +8,958 +35%
MWM
98
Meridian Wealth Management
Kentucky
$1.12M +$1.08M +34,670 New
TC
99
TownSquare Capital
Utah
$1.12M +$1.08M +34,627 New
PPWP
100
Premier Path Wealth Partners
New Jersey
$1.11M +$1.08M +34,479 New
2 3
4
5 6

CGUS Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2024, worth a combined $1.9B — up 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CGUS positions and 9 closed out — a net gain of 43 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.9M. The largest seller was Summit Investment Advisory Services, exiting entirely with an estimated $17.8M sold.

  • 246 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2024, up from 205 in Q1 2024.
  • Funds reported $1.9B of Capital Group Core Equity ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 52 funds opened new Capital Group Core Equity ETF positions in Q2 2024 and 9 closed out, a net change of +43 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $65.9M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2024 was Summit Investment Advisory Services, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2024.