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Capital Group Core Equity ETF
CGUS

305 hedge funds and large institutions have $4.28B invested in Capital Group Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 177 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 9

312% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 43

82% more capital invested

Capital invested by funds: $2.35B → $4.28B (+$1.93B)

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

18% more funds holding

Funds holding: 258 → 305 (+47)

2.07% more ownership

Funds ownership: 65% → 67.07% (+2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
305
Holders Change
+47
Holders Change %
+18.22%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
61
Increased
177
Reduced
43
Closed
9
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$89.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.7M
3
PAG
Private Advisor Group
New Jersey
+$40.1M
4
Morgan Stanley
Morgan Stanley
New York
+$34.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$36.5M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$8.52M
3
IAIM
International Assets Investment Management
Florida
-$7.42M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.92M
5
OMC
Old Mission Capital
Illinois
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
151
Independent Wealth Network
Iowa
$973K +$254K +7,244 +35%
SPIA
152
Steward Partners Investment Advisory
New York
$965K +$124K +3,532 +15%
KPWS
153
Kestra Private Wealth Services
Texas
$933K +$280K +7,975 +43%
AF
154
Allworth Financial
California
$907K +$29.9K +854 +4%
MWM
155
Mascagni Wealth Management
Mississippi
$871K +$914K +26,091 New
Creative Planning
156
Creative Planning
Kansas
$839K +$126K +3,608 +18%
HAS
157
HBW Advisory Services
California
$807K +$177K +5,042 +28%
BAM
158
Belpointe Asset Management
Nevada
$799K – – –
AWM
159
Axxcess Wealth Management
California
$796K +$129K +3,693 +19%
BFA
160
Beacon Financial Advisory
Ohio
$790K +$1.61K +46 +0.2%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$786K -$946 -27 -0.1%
CFG
162
Certior Financial Group
Pennsylvania
$780K +$782K +22,298 New
CWC
163
Carolinas Wealth Consulting
North Carolina
$777K +$4.49K +128 +0.6%
SA
164
Sanctuary Advisors
Indiana
$753K +$12.2K +349 +2%
GWP
165
Gateway Wealth Partners
Wisconsin
$722K +$222K +6,341 +44%
GS
166
GWN Securities
Florida
$707K +$682K +19,473 New
CAM
167
Cozad Asset Management
Illinois
$706K +$14.4K +412 +2%
LA
168
Lynch & Associates
Indiana
$705K +$99.4K +2,836 +16%
BFA
169
Bill Few Associates
Pennsylvania
$688K +$66.8K +1,906 +11%
DC
170
Davenport & Co
Virginia
$680K +$199K +5,691 +41%
SRCM
171
Signature Resources Capital Management
California
$665K -$19K -541 -3%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$653K +$654K +18,659 New
STA
173
Smith Thornton Advisors
Alabama
$643K – – –
Mariner
174
Mariner
Kansas
$623K +$624K +17,805 New
PA
175
Procyon Advisors
Connecticut
$614K -$54.3K -1,550 -8%
5 6
7
8 9

CGUS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2024, worth a combined $4.28B — up 82% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CGUS positions and 9 closed out — a net gain of 52 holders — while 177 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.6M. The largest seller was Bank of America, cutting an estimated $36.5M.

  • 305 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2024, up from 258 in Q3 2024.
  • Funds reported $4.28B of Capital Group Core Equity ETF stock for Q4 2024, up 82% quarter-over-quarter.
  • 61 funds opened new Capital Group Core Equity ETF positions in Q4 2024 and 9 closed out, a net change of +52 holders.
  • The largest Capital Group Core Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $89.6M added.
  • The largest Capital Group Core Equity ETF seller in Q4 2024 was Bank of America, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2024.