Capital Group Core Equity ETF
CGUS
184 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.
600% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 6
400% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 21
43% more capital invested
Capital invested by funds: $799M → $1.14B (+$341M)
24% more funds holding
Funds holding: 148 → 184 (+36)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7% less ownership
Funds ownership: 69.89% → 62.89% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$23.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.84M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.15M |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.25M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$896K |
| 5 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
-$844K |
CGUS Hedge Fund Activity: Q4 2023 in Review
184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2023, worth a combined $1.14B — up 43% from $799M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CGUS positions and 6 closed out — a net gain of 36 holders — while 105 added to existing stakes and 21 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $23.2M. The largest seller was Jane Street, cutting an estimated $8.84M.
- 184 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2023, up from 148 in Q3 2023.
- Funds reported $1.14B of Capital Group Core Equity ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 42 funds opened new Capital Group Core Equity ETF positions in Q4 2023 and 6 closed out, a net change of +36 holders.
- The largest Capital Group Core Equity ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $23.2M added.
- The largest Capital Group Core Equity ETF seller in Q4 2023 was Jane Street, an estimated $8.84M sold.
Based on aggregated 13F filings for Q4 2023.