Capital Group Core Equity ETF
CGUS
94 hedge funds and large institutions have $309M invested in Capital Group Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 4 reducing their positions, and 6 closing their positions.
1,175% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 4
483% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 6
84% more capital invested
Capital invested by funds: $168M → $309M (+$141M)
40% more funds holding
Funds holding: 67 → 94 (+27)
0.58% more ownership
Funds ownership: 54.4% → 54.98% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.74M |
| 4 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$9.42M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CII
Capital International Inc
Los Angeles,
California
|
-$12.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.23M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$963K |
| 4 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
-$492K |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$444K |
CGUS Hedge Fund Activity: Q4 2022 in Review
94 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2022, worth a combined $309M — up 84% from $168M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CGUS positions and 6 closed out — a net gain of 29 holders — while 51 added to existing stakes and 4 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $16M. The largest seller was Capital International Inc, exiting entirely with an estimated $12.6M sold.
- 94 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2022, up from 67 in Q3 2022.
- Funds reported $309M of Capital Group Core Equity ETF stock for Q4 2022, up 84% quarter-over-quarter.
- 35 funds opened new Capital Group Core Equity ETF positions in Q4 2022 and 6 closed out, a net change of +29 holders.
- The largest Capital Group Core Equity ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $16M added.
- The largest Capital Group Core Equity ETF seller in Q4 2022 was Capital International Inc, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2022.