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Capital Group Core Equity ETF

19 hedge funds and large institutions have $40.2M invested in Capital Group Core Equity ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56.95% more ownership

Funds ownership: 0%56.95% (+57%)

Holders
19
Holders Change
+19
Holders Change %
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$24.4M +$23.8M +947,000 New
Jane Street
2
Jane Street
New York
$4.54M +$4.42M +176,212 New
CGPCS
3
Capital Group Private Client Services
California
$3.5M +$3.4M +135,729 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.42M +$2.35M +93,862 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.54M +$1.5M +59,806 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$606K +$590K +23,518 New
BFEC
7
Benjamin F. Edwards & Company
Missouri
$525K +$511K +20,386 New
MML Investors Services
8
MML Investors Services
Massachusetts
$512K +$499K +19,884 New
AWS
9
Atria Wealth Solutions
New York
$490K +$477K +19,024 New
SB
10
Strategic Blueprint
Georgia
$412K +$401K +16,000 New
CFGS
11
Concourse Financial Group Securities
Alabama
$343K +$334K +13,324 New
CA
12
CapWealth Advisors
Tennessee
$318K +$310K +12,351 New
WI
13
Wintrust Investments
Illinois
$226K +$220K +8,791 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$206K +$201K +8,000 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$132K +$129K +5,132 New
CAL
16
Capital Analysts LLC
Pennsylvania
$26K +$25.1K +1,000 New
IA
17
IFP Advisors
Florida
$21K +$20.2K +807 New
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$14.1K +$13.7K +547 New
CIAS
19
CFS Investment Advisory Services
New Jersey
$1K +$549K +21,888 New

CGUS Hedge Fund Activity: Q1 2022 in Review

19 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2022, worth a combined $40.2M.

Buyers outnumbered sellers: 19 funds opened new CGUS positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $23.8M.

  • 19 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2022, up from 0 in Q4 2021.
  • Funds reported $40.2M of Capital Group Core Equity ETF stock for Q1 2022.
  • 19 funds opened new Capital Group Core Equity ETF positions in Q1 2022 and 0 closed out, a net change of +19 holders.
  • The largest Capital Group Core Equity ETF buyer in Q1 2022 was Capital International Investors, an estimated $23.8M added.

Based on aggregated 13F filings for Q1 2022.