We are live on ! Find out more
CGUS icon

Capital Group Core Equity ETF

184 hedge funds and large institutions have $1.14B invested in Capital Group Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 6

400% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 21

43% more capital invested

Capital invested by funds: $799M → $1.14B (+$341M)

24% more funds holding

Funds holding: 148184 (+36)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less ownership

Funds ownership: 69.89%62.89% (-7%)

Holders
184
Holders Change
+36
Holders Change %
+24.32%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
105
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M +$15M +569,520 +16%
CGPCS
2
Capital Group Private Client Services
California
$90.9M +$23.2M +882,224 +38%
LPL Financial
3
LPL Financial
California
$82.8M +$12.9M +490,875 +20%
Osaic Holdings
4
Osaic Holdings
Arizona
$52.6M +$15.5M +587,567 +46%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$50.7M +$3.5M +132,877 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$46M +$12.4M +472,429 +41%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$41.9M +$7.6M +288,340 +24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$37.3M +$12.7M +482,707 +58%
MML Investors Services
9
MML Investors Services
Massachusetts
$36M +$9.3M +353,082 +38%
Wells Fargo
10
Wells Fargo
California
$34M +$17.6M +669,916 +126%
RJA
11
Raymond James & Associates
Florida
$29.8M +$1.68M +63,800 +6%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$25.3M +$5.53M +209,853 +31%
CA
13
Cetera Advisors
Colorado
$24.7M +$531K +20,167 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$20.8M +$2.15M +81,435 +12%
AssetMark Inc
15
AssetMark Inc
California
$20.7M +$1.43M +54,272 +8%
SFA
16
Souders Financial Advisors
Ohio
$20.4M +$1.33M +50,659 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.4M +$4.9M +185,987 +37%
MHB
18
Midwest Heritage Bank
Iowa
$17.5M +$396K +15,049 +2%
SIAS
19
Summit Investment Advisory Services
Minnesota
$16.9M +$304K +11,536 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$16.5M +$1.38M +52,425 +10%
Stifel Financial
21
Stifel Financial
Missouri
$12M +$1.23M +46,750 +12%
UBS Group
22
UBS Group
Switzerland
$10.7M +$2.73M +103,795 +38%
VFPI
23
Vantage Financial Partners (Illinois)
Illinois
$9.8M +$4.99M +189,573 +121%
KAS
24
Kestra Advisory Services
Texas
$9.45M +$2.51M +95,362 +40%
SB
25
Strategic Blueprint
Georgia
$9.11M +$758K +28,761 +10%

CGUS Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q4 2023, worth a combined $1.14B — up 43% from $799M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGUS positions and 6 closed out — a net gain of 36 holders — while 105 added to existing stakes and 21 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $23.2M. The largest seller was Jane Street, cutting an estimated $8.84M.

  • 184 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $1.14B of Capital Group Core Equity ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 42 funds opened new Capital Group Core Equity ETF positions in Q4 2023 and 6 closed out, a net change of +36 holders.
  • The largest Capital Group Core Equity ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $23.2M added.
  • The largest Capital Group Core Equity ETF seller in Q4 2023 was Jane Street, an estimated $8.84M sold.

Based on aggregated 13F filings for Q4 2023.