Capital Group Core Equity ETF
CGUS
262 hedge funds and large institutions have $2.37B invested in Capital Group Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 165 increasing their positions, 42 reducing their positions, and 12 closing their positions.
736% more capital inflows, than outflows
Capital inflows: $383M | Capital outflows: $45.8M
293% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 42
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
6% more funds holding
Funds holding: 247 → 262 (+15)
3.3% more ownership
Funds ownership: 62.1% → 65.41% (+3.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$37.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.8M |
| 4 |
Morgan Stanley
New York
|
+$25.2M |
| 5 |
Summit Investment Advisory Services
Roseville,
Minnesota
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$17M |
| 2 |
James T. Borello
East Dundee,
Illinois
|
-$3.46M |
| 3 |
HUB Investment Partners
Austin,
Texas
|
-$3.07M |
| 4 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.5M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$2.37M |
CGUS Hedge Fund Activity: Q3 2024 in Review
262 of the 6,988 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Equity ETF (CGUS) for Q3 2024, worth a combined $2.37B — up 23% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CGUS positions and 12 closed out — a net gain of 20 holders — while 165 added to existing stakes and 42 trimmed.
The largest buyer was LPL Financial, adding an estimated $58M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $17M.
- 262 institutional investors held Capital Group Core Equity ETF (CGUS) as of Q3 2024, up from 247 in Q2 2024.
- Funds reported $2.37B of Capital Group Core Equity ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 32 funds opened new Capital Group Core Equity ETF positions in Q3 2024 and 12 closed out, a net change of +20 holders.
- The largest Capital Group Core Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $58M added.
- The largest Capital Group Core Equity ETF seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $17M sold.
Based on aggregated 13F filings for Q3 2024.