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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
TA
151
TKG Advisors
Indiana
$506K -$11.9K -380 -2%
DFG
152
Delta Financial Group
New Jersey
$493K +$56.2K +1,800 +13%
LA
153
Lynch & Associates
Indiana
$488K +$79.3K +2,540 +20%
Cerity Partners
154
Cerity Partners
New York
$481K +$687 +22 +0.1%
QC
155
Quadrature Capital
United Kingdom
$472K +$458K +14,659 New
SWM
156
Silverlake Wealth Management
Vermont
$451K -$1.22K -39 -0.3%
CCA
157
Cravens & Co Advisors
Tennessee
$451K +$8.87K +284 +2%
IWC
158
Integrated Wealth Concepts
Massachusetts
$450K +$91.9K +2,944 +27%
AWM
159
Axxcess Wealth Management
California
$434K +$56.1K +1,797 +15%
Capital International Investors
160
Capital International Investors
California
$432K -$275K -8,810 -40%
HAS
161
HBW Advisory Services
California
$425K -$29.3K -938 -7%
TWM
162
Trueblood Wealth Management
Ohio
$415K +$172K +5,493 +75%
HFA
163
High Falls Advisors
New York
$409K +$51K +1,634 +15%
TCWM
164
Total Clarity Wealth Management
Illinois
$406K +$87K +2,785 +28%
TCG
165
Transcendent Capital Group
Oklahoma
$406K +$393K +12,590 New
KPWS
166
Kestra Private Wealth Services
Texas
$405K +$153K +4,898 +64%
DC
167
Davenport & Co
Virginia
$404K +$79K +2,530 +25%
HP
168
Holistic Planning
Texas
$400K – – –
HAM
169
Harmony Asset Management
Arizona
$399K +$113K +3,630 +41%
HIM
170
Hanlon Investment Management
New Jersey
$391K +$151K +4,837 +66%
PCIA
171
Prime Capital Investment Advisors
Kansas
$391K -$47.1K -1,507 -11%
FIM
172
Freedom Investment Management
Connecticut
$387K +$374K +11,990 New
SA
173
Sanctuary Advisors
Indiana
$382K +$391K +12,506 New
OWA
174
Octavia Wealth Advisors
Ohio
$377K +$25.3K +811 +7%
STA
175
Smith Thornton Advisors
Alabama
$375K +$363K +11,616 New
5 6
7
8 9

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.