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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$65.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$36.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$27.6M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
-$17.8M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$10.1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.74M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$9.27M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.62M |
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.