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Capital Group Core Equity ETF

56 hedge funds and large institutions have $113M invested in Capital Group Core Equity ETF in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 3

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

195% more funds holding

Funds holding: 1956 (+37)

181% more capital invested

Capital invested by funds: $40.2M → $113M (+$72.9M)

1.33% less ownership

Funds ownership: 56.95%55.62% (-1.3%)

Holders
56
Holders Change
+37
Holders Change %
+194.74%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
13
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$19.9M -$750K -32,000 -3%
CGPCS
2
Capital Group Private Client Services
California
$11.6M +$9.33M +398,001 +293%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$10.6M +$11.3M +483,475 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.28M +$8.94M +381,325 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.18M +$6.63M +282,844 +301%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$7.07M +$7.63M +325,522 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.3M +$4.33M +184,582 +309%
LPL Financial
8
LPL Financial
California
$5.28M +$5.7M +243,265 New
SB
9
Strategic Blueprint
Georgia
$4.64M +$4.64M +197,728 +1,236%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.35M +$3.06M +130,544 +555%
PA
11
Procyon Advisors
Connecticut
$2.54M +$2.74M +116,947 New
AAS
12
Ameritas Advisory Services
Nebraska
$2.12M +$2.29M +97,800 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.04M +$2.2M +93,966 New
MML Investors Services
14
MML Investors Services
Massachusetts
$1.6M +$1.26M +53,762 +270%
ASN
15
Advisory Services Network
Georgia
$1.54M +$1.66M +70,816 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.45M +$1.44M +61,565 +1,200%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.28M +$1.38M +59,038 New
DADC
18
D.A. Davidson & Co
Montana
$1.26M +$1.36M +58,171 New
Stifel Financial
19
Stifel Financial
Missouri
$1.21M +$1.31M +55,805 New
Mariner
20
Mariner
Kansas
$1.03M +$1.11M +47,238 New
CWS
21
Confluence Wealth Services
Pennsylvania
$864K +$856K +36,523 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$811K +$398K +16,973 +83%
LNC
23
Lincoln National Corp
Pennsylvania
$811K +$877K +37,385 New
UBS Group
24
UBS Group
Switzerland
$782K +$844K +36,007 New
P
25
&Partners
Tennessee
$760K +$715K +30,506 New

CGUS Hedge Fund Activity: Q2 2022 in Review

56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2022, worth a combined $113M — up 181% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CGUS positions and 3 closed out — a net gain of 37 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $11.3M. The largest seller was Jane Street, exiting entirely with an estimated $4.54M sold.

  • 56 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2022, up from 19 in Q1 2022.
  • Funds reported $113M of Capital Group Core Equity ETF stock for Q2 2022, up 181% quarter-over-quarter.
  • 40 funds opened new Capital Group Core Equity ETF positions in Q2 2022 and 3 closed out, a net change of +37 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2022 was Janney Montgomery Scott, an estimated $11.3M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2022 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2022.