Capital Group Core Equity ETF
CGUS
148 hedge funds and large institutions have $799M invested in Capital Group Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 13 reducing their positions, and 3 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 3
592% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 13
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
38% more capital invested
Capital invested by funds: $579M → $799M (+$219M)
25% more funds holding
Funds holding: 118 → 148 (+30)
11.38% more ownership
Funds ownership: 58.51% → 69.89% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$17.5M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
-$4.21M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.25M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$1.1M |
| 4 |
Cerity Partners
New York
|
-$279K |
| 5 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
-$188K |
CGUS Hedge Fund Activity: Q3 2023 in Review
148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2023, worth a combined $799M — up 38% from $579M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CGUS positions and 3 closed out — a net gain of 30 holders — while 90 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $60.4M. The largest seller was Summit Investment Advisory Services, cutting an estimated $4.21M.
- 148 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2023, up from 118 in Q2 2023.
- Funds reported $799M of Capital Group Core Equity ETF stock for Q3 2023, up 38% quarter-over-quarter.
- 33 funds opened new Capital Group Core Equity ETF positions in Q3 2023 and 3 closed out, a net change of +30 holders.
- The largest Capital Group Core Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $60.4M added.
- The largest Capital Group Core Equity ETF seller in Q3 2023 was Summit Investment Advisory Services, an estimated $4.21M sold.
Based on aggregated 13F filings for Q3 2023.