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Capital Group International Focus Equity ETF

128 hedge funds and large institutions have $914M invested in Capital Group International Focus Equity ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

224% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 21

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

29% more capital invested

Capital invested by funds: $710M → $914M (+$204M)

19% more funds holding

Funds holding: 108128 (+20)

3.01% less ownership

Funds ownership: 81.89%78.88% (-3%)

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
2.04%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
28
Increased
68
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$110M +$6.2M +277,523 +6%
UBS Group
2
UBS Group
Switzerland
$71.5M +$15.2M +680,060 +28%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$71.5M +$3.74M +167,480 +6%
CGPCS
4
Capital Group Private Client Services
California
$54.6M +$7.84M +350,818 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$48.2M +$3.73M +166,776 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$38.4M +$14.9M +665,826 +67%
Wells Fargo
7
Wells Fargo
California
$37.7M +$11M +491,024 +43%
Stifel Financial
8
Stifel Financial
Missouri
$31.9M +$11.9M +530,862 +63%
Osaic Holdings
9
Osaic Holdings
Arizona
$31M +$14.1M +631,722 +89%
RJA
10
Raymond James & Associates
Florida
$29.8M -$593K -26,518 -2%
EA
11
Eclectic Associates
California
$25.8M +$775K +34,686 +3%
CPC
12
Consolidated Planning Corp
Georgia
$23.4M -$29.9K -1,339 -0.1%
PA
13
Prism Advisors
California
$19.7M -$401K -17,936 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$18.7M +$1.22M +54,575 +7%
SCM
15
SOL Capital Management
Maryland
$16.5M +$2.8M +125,370 +21%
Jane Street
16
Jane Street
New York
$14.4M +$877K +39,208 +7%
IWA
17
Inspirion Wealth Advisors
Illinois
$13.8M +$8.06M +360,334 +154%
SIC
18
Sterling Investment Counsel
New York
$12.7M +$2.07M +92,632 +20%
PA
19
Procyon Advisors
Connecticut
$11.7M +$477K +21,335 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.4M +$2.91M +130,102 +36%
KAS
21
Kestra Advisory Services
Texas
$11.3M +$1.33M +59,588 +14%
MSWM
22
McGlone Suttner Wealth Management
Wisconsin
$10.7M +$1.72M +77,043 +20%
PAG
23
Private Advisor Group
New Jersey
$10.6M +$1.75M +78,494 +21%
LPL Financial
24
LPL Financial
California
$10.2M +$2.68M +119,667 +37%
SFA
25
Souders Financial Advisors
Ohio
$10M +$2.1M +93,901 +28%

CGXU Hedge Fund Activity: Q1 2023 in Review

128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group International Focus Equity ETF (CGXU) for Q1 2023, worth a combined $914M — up 29% from $710M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CGXU positions and 7 closed out — a net gain of 21 holders — while 68 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $15.2M. The largest seller was Old Mission Capital, cutting an estimated $12.7M.

  • 128 institutional investors held Capital Group International Focus Equity ETF (CGXU) as of Q1 2023, up from 108 in Q4 2022.
  • Funds reported $914M of Capital Group International Focus Equity ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 28 funds opened new Capital Group International Focus Equity ETF positions in Q1 2023 and 7 closed out, a net change of +21 holders.
  • The largest Capital Group International Focus Equity ETF buyer in Q1 2023 was UBS Group, an estimated $15.2M added.
  • The largest Capital Group International Focus Equity ETF seller in Q1 2023 was Old Mission Capital, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.