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Capital Group Core Equity ETF

118 hedge funds and large institutions have $579M invested in Capital Group Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $399M → $579M (+$181M)

10% more funds holding

Funds holding: 107118 (+11)

3.55% more ownership

Funds ownership: 54.96%58.51% (+3.6%)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
65
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$56.4M +$5.76M +235,676 +12%
LPL Financial
2
LPL Financial
California
$51.1M +$6.49M +265,700 +15%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$41.2M +$1.32M +54,123 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.3M +$20M +820,173 +172%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.9M +$6.74M +275,898 +31%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$26M +$1.56M +64,048 +7%
RJA
7
Raymond James & Associates
Florida
$24.3M +$8.75M +358,347 +61%
Osaic Holdings
8
Osaic Holdings
Arizona
$22.3M +$5.29M +216,448 +33%
CA
9
Cetera Advisors
Colorado
$19.7M +$12.4M +509,726 +199%
SIAS
10
Summit Investment Advisory Services
Minnesota
$19.2M -$357K -14,603 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.4M +$126K +5,143 +0.7%
MML Investors Services
12
MML Investors Services
Massachusetts
$18.4M +$12.2M +498,394 +227%
SFA
13
Souders Financial Advisors
Ohio
$17.4M +$6.64M +271,944 +67%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$15.2M +$3.83M +156,774 +36%
MHB
15
Midwest Heritage Bank
Iowa
$14.3M +$364K +14,921 +3%
Jane Street
16
Jane Street
New York
$12.4M +$3.08M +126,208 +35%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11.5M -$945K -38,695 -8%
Stifel Financial
18
Stifel Financial
Missouri
$9.08M +$2.57M +105,218 +42%
Wells Fargo
19
Wells Fargo
California
$8.9M +$4.94M +202,317 +140%
SB
20
Strategic Blueprint
Georgia
$7.5M -$2.14M -87,775 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.07M +$371K +15,206 +6%
KAS
22
Kestra Advisory Services
Texas
$5.74M +$329K +13,485 +6%
P
23
&Partners
Tennessee
$5.55M +$196K +8,037 +4%
PAG
24
Private Advisor Group
New Jersey
$5.16M +$556K +22,775 +13%
LNC
25
Lincoln National Corp
Pennsylvania
$4.97M +$397K +16,251 +9%

CGUS Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q2 2023, worth a combined $579M — up 45% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGUS positions and 3 closed out — a net gain of 12 holders — while 65 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $20M. The largest seller was Advisory Services Network, cutting an estimated $4.8M.

  • 118 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q2 2023, up from 107 in Q1 2023.
  • Funds reported $579M of Capital Group Core Equity ETF stock for Q2 2023, up 45% quarter-over-quarter.
  • 15 funds opened new Capital Group Core Equity ETF positions in Q2 2023 and 3 closed out, a net change of +12 holders.
  • The largest Capital Group Core Equity ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $20M added.
  • The largest Capital Group Core Equity ETF seller in Q2 2023 was Advisory Services Network, an estimated $4.8M sold.

Based on aggregated 13F filings for Q2 2023.