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Capital Group Core Equity ETF

205 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

250% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 34

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

35% more capital invested

Capital invested by funds: $1.14B → $1.54B (+$397M)

11% more funds holding

Funds holding: 184205 (+21)

0.69% more ownership

Funds ownership: 62.89%63.59% (+0.69%)

Holders
205
Holders Change
+21
Holders Change %
+11.41%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
34
Increased
119
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
176
Kestra Private Wealth Services
Texas
$239K +$227K +7,675 New
TAM
177
Titleist Asset Management
Texas
$239K +$227K +7,667 New
TWM
178
Trueblood Wealth Management
Ohio
$230K +$218K +7,368 New
ACM
179
Advance Capital Management
Michigan
$229K +$218K +7,363 New
HIM
180
Hanlon Investment Management
New Jersey
$227K -$13.9K -470 -6%
KOMWMG
181
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$222K +$212K +7,139 New
VVP
182
Venture Visionary Partners
Ohio
$221K
SPIA
183
Steward Partners Investment Advisory
New York
$211K +$11.7K +394 +6%
BWP
184
Balboa Wealth Partners
Arizona
$209K +$199K +6,718 New
AF
185
Advisornet Financial
Minnesota
$209K +$89.5K +3,021 +82%
PTC
186
Private Trust Company
Ohio
$206K +$59.3K +2,000 +43%
FHA
187
First Horizon Advisors
Tennessee
$203K -$10.1K -341 -5%
MSFP
188
Mark Sheptoff Financial Planning
Connecticut
$191K +$25.2K +850 +16%
CA
189
Crewe Advisors
Utah
$118K +$112K +3,790 New
NCM
190
Northwest Capital Management
Oregon
$97.7K
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$86.3K +$82.1K +2,770 New
MG
192
Mather Group
Illinois
$73.9K +$77.4K +2,611 New
CA
193
CoreCap Advisors
Michigan
$68.3K +$64.9K +2,191 New
LFG
194
Larson Financial Group
Missouri
$63.4K
CIR
195
Clear Investment Research
Georgia
$54.6K +$51.9K +1,751 New
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$49.6K -$134K -4,507 -74%
FP
197
Financial Perspectives
Minnesota
$48K
WAS
198
Winch Advisory Services
Wisconsin
$36.7K
Comerica Bank
199
Comerica Bank
Texas
$34.3K +$14.8K +500 +83%
IA
200
IFP Advisors
Florida
$31.6K +$119 +4 +0.4%

CGUS Hedge Fund Activity: Q1 2024 in Review

205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2024, worth a combined $1.54B — up 35% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGUS positions and 9 closed out — a net gain of 25 holders — while 119 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $42.9M. The largest seller was Osaic Holdings, cutting an estimated $22.6M.

  • 205 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $1.54B of Capital Group Core Equity ETF stock for Q1 2024, up 35% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Equity ETF positions in Q1 2024 and 9 closed out, a net change of +25 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $42.9M added.
  • The largest Capital Group Core Equity ETF seller in Q1 2024 was Osaic Holdings, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2024.