Capital Group Core Equity ETF
CGUS
205 hedge funds and large institutions have $1.54B invested in Capital Group Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 34 reducing their positions, and 9 closing their positions.
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
250% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 34
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
35% more capital invested
Capital invested by funds: $1.14B → $1.54B (+$397M)
11% more funds holding
Funds holding: 184 → 205 (+21)
0.69% more ownership
Funds ownership: 62.89% → 63.59% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$42.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$32.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$22.7M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$19M |
| 5 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.6M |
| 2 |
Jane Street
New York
|
-$7.78M |
| 3 |
Renaissance Technologies
New York
|
-$3.11M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$2.62M |
| 5 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$1.78M |
CGUS Hedge Fund Activity: Q1 2024 in Review
205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q1 2024, worth a combined $1.54B — up 35% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CGUS positions and 9 closed out — a net gain of 25 holders — while 119 added to existing stakes and 34 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $42.9M. The largest seller was Osaic Holdings, cutting an estimated $22.6M.
- 205 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q1 2024, up from 184 in Q4 2023.
- Funds reported $1.54B of Capital Group Core Equity ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 34 funds opened new Capital Group Core Equity ETF positions in Q1 2024 and 9 closed out, a net change of +25 holders.
- The largest Capital Group Core Equity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $42.9M added.
- The largest Capital Group Core Equity ETF seller in Q1 2024 was Osaic Holdings, an estimated $22.6M sold.
Based on aggregated 13F filings for Q1 2024.