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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
WWP
101
WR Wealth Planners
Missouri
$1.07M +$208K +6,655 +25%
SFG
102
Seamount Financial Group
Colorado
$1.06M +$312K +9,987 +44%
MFA
103
Mayflower Financial Advisors
Massachusetts
$1.05M +$139K +4,439 +16%
LF
104
Lantz Financial
Illinois
$1.04M +$39.7K +1,271 +4%
1WA
105
180 Wealth Advisors
Washington
$1.04M +$26.9K +862 +3%
GRP
106
Global Retirement Partners
California
$1.03M +$281K +8,984 +39%
Bank of America
107
Bank of America
North Carolina
$1M +$972K +31,112 +518,533%
SFC
108
Swisher Financial Concepts
Ohio
$997K +$264K +8,467 +38%
SN
109
Sittner & Nelson
Oregon
$985K +$61.8K +1,980 +7%
LA
110
Latitude Advisors
Florida
$973K +$257K +8,218 +37%
AFM
111
Armstrong Fleming & Moore
District of Columbia
$921K -$23.1K -741 -3%
TWP
112
Tempus Wealth Planning
California
$916K +$331K +10,606 +60%
NFG
113
Nations Financial Group
Iowa
$899K +$109K +3,500 +14%
EH
114
Equitable Holdings
New York
$890K +$313K +10,016 +57%
CIA
115
Concurrent Investment Advisors
Florida
$871K +$843K +27,011 New
CFA
116
CWS Financial Advisors
Michigan
$858K +$123K +3,931 +17%
CC
117
Cypress Capital
Tennessee
$835K +$418K +13,370 +107%
EWA
118
EverSource Wealth Advisors
Alabama
$825K -$48K -1,536 -6%
CMAI
119
Capital Management Associates Inc
Minnesota
$804K +$779K +24,938 New
AF
120
Allworth Financial
California
$793K -$33K -1,057 -4%
BAM
121
Belpointe Asset Management
Nevada
$765K +$24.6K +789 +3%
BTWM
122
Baker Tilly Wealth Management
Wisconsin
$731K -$191K -6,105 -21%
IFG
123
Independent Financial Group
California
$723K +$380K +12,184 +119%
CWC
124
Carolinas Wealth Consulting
North Carolina
$712K +$688K +22,038 New
HF
125
HRT Financial
New York
$700K -$5.09K -163 -0.7%
3 4
5
6 7

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.