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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
+$17.5M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$10.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.25M |
| 4 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
+$7.87M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.05M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$2.11M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.53M |
| 4 |
DA
Detalus Advisors
St. Louis,
Missouri
|
-$587K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
101
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $34.5K | -$2.11M | -90,653 | -98% |
|
|
LFG
102
Larson Financial Group
St Louis,
Missouri
| $24.5K | – | – | – |
|
|
BC
103
Barrett & Company
Providence,
Rhode Island
| $23.3K | +$9.33K | +400 | +68% |
|
104
Commonwealth Equity Services
Waltham,
Massachusetts
| $22.5K | +$2.49M | +106,799 | +13% |
|
|
WWP
105
WR Wealth Planners
Columbia,
Missouri
| $10.4K | – | – | – |
|
|
WAS
106
Winch Advisory Services
Appleton,
Wisconsin
| $10K | +$10K | +430 | New |
|
|
IWP
107
IAG Wealth Partners
Waukesha,
Wisconsin
| $8.41K | +$8.28K | +355 | New |
|
|
PFS
108
Prospera Financial Services
Dallas,
Texas
| – | -$200K | -8,918 | Closed |
|
109
Rockefeller Capital Management
New York
| – | -$90K | -4,024 | Closed |
|
|
AF
110
Affiance Financial
St. Louis Park,
Minnesota
| – | -$20.2K | -900 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | -$562 | -25 | Closed |
|
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.