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Capital Group Core Plus Income ETF
CGCP

36 hedge funds and large institutions have $182M invested in Capital Group Core Plus Income ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 1

300% more funds holding

Funds holding: 9 → 36 (+27)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67% more capital invested

Capital invested by funds: $109M → $182M (+$73.3M)

7.41% less ownership

Funds ownership: 77.37% → 69.96% (-7.4%)

Holders
36
Holders Change
+27
Holders Change %
+300%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JBA
Johnson Bixby & Associates
Washington
+$21.1M
2
SFA
Souders Financial Advisors
Ohio
+$13.8M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.24M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.53M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$1.68M
2
BWM
BlackDiamond Wealth Management
New York
-$1.57M
3
WIA
World Investment Advisors
California
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
26
Landmark Wealth Management (New York)
New York
$399K +$376K +15,649 +1,052%
SWM
27
Silverlake Wealth Management
Vermont
$382K +$394K +16,418 New
CFGS
28
Concourse Financial Group Securities
Alabama
$352K +$209K +8,700 +136%
BWM
29
BlackDiamond Wealth Management
New York
$350K -$1.57M -65,545 -81%
IPW
30
Intergy Private Wealth
Colorado
$305K +$315K +13,113 New
AWS
31
Atria Wealth Solutions
New York
$210K +$216K +8,988 New
WWP
32
WR Wealth Planners
Missouri
$41K +$42.3K +1,763 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$35K +$36.2K +1,507 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$25K +$25.3K +1,056 New
SWM
35
SeaCrest Wealth Management
New York
$23K +$24.1K +1,006 New
IAIM
36
International Assets Investment Management
Florida
$254 +$262K +10,900 New
WIA
37
World Investment Advisors
California
– -$300K -11,851 Closed
1
2

CGCP Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q2 2022, worth a combined $182M — up 67% from $109M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CGCP positions and 1 closed out — a net gain of 27 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Johnson Bixby & Associates, opening a new position worth an estimated $21.1M. The largest seller was Capital International Investors, cutting an estimated $1.68M.

  • 36 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q2 2022, up from 9 in Q1 2022.
  • Funds reported $182M of Capital Group Core Plus Income ETF stock for Q2 2022, up 67% quarter-over-quarter.
  • 28 funds opened new Capital Group Core Plus Income ETF positions in Q2 2022 and 1 closed out, a net change of +27 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q2 2022 was Johnson Bixby & Associates, an estimated $21.1M added.
  • The largest Capital Group Core Plus Income ETF seller in Q2 2022 was Capital International Investors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2022.