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Capital Group Core Plus Income ETF
CGCP

50 hedge funds and large institutions have $152M invested in Capital Group Core Plus Income ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 2

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

39% more funds holding

Funds holding: 36 → 50 (+14)

17% less capital invested

Capital invested by funds: $182M → $152M (-$30.7M)

17.01% less ownership

Funds ownership: 69.96% → 52.95% (-17%)

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
27
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.92M
2
SFA
Souders Financial Advisors
Ohio
+$5.63M
3
LWMNY
Landmark Wealth Management (New York)
New York
+$3.99M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.69M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$66.2M
2
BWM
BlackDiamond Wealth Management
New York
-$350K
3
SWM
SeaCrest Wealth Management
New York
-$23K
4
IPW
Intergy Private Wealth
Colorado
-$6.67K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
26
Financial Management Network
California
$657K +$87.2K +3,754 +15%
IA
27
IFP Advisors
Florida
$596K +$129K +5,537 +32%
AAS
28
Avantax Advisory Services
Texas
$591K +$159K +6,847 +34%
AWC
29
Adamsbrown Wealth Consultants
Kansas
$578K +$614K +26,418 New
PA
30
PFG Advisors
Arizona
$499K – – –
HI
31
Harbour Investments
Wisconsin
$414K – – –
SWM
32
Silverlake Wealth Management
Vermont
$359K – – –
CFGS
33
Concourse Financial Group Securities
Alabama
$331K +$302 +13 +0.1%
CWM
34
CarsonAllaria Wealth Management
Illinois
$324K +$344K +14,808 New
IA
35
Inspire Advisors
Idaho
$294K +$312K +13,432 New
IPW
36
Intergy Private Wealth
Colorado
$281K -$6.67K -287 -2%
AWS
37
Atria Wealth Solutions
New York
$259K +$66K +2,839 +32%
PFS
38
Prospera Financial Services
Texas
$243K +$258K +11,097 New
IAIM
39
International Assets Investment Management
Florida
$238K – – –
CGPCS
40
Capital Group Private Client Services
California
$236K +$251K +10,803 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$200K +$213K +9,158 New
SOS
42
Silver Oak Securities
Tennessee
$172K +$186K +8,020 New
WWP
43
WR Wealth Planners
Missouri
$157K +$126K +5,418 +307%
EW
44
Evoke Wealth
California
$80K +$84.8K +3,650 New
EWA
45
EverSource Wealth Advisors
Alabama
$56K +$59.1K +2,543 New
HWMA
46
Heritage Wealth Management (Arizona)
Arizona
$51K +$54.4K +2,340 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$9K +$9.29K +400 New
Morgan Stanley
49
Morgan Stanley
New York
$5K +$5.53K +238 New
BC
50
Barrett & Company
Rhode Island
$2.94K +$3.07K +132 New
1
2
3

CGCP Hedge Fund Activity: Q3 2022 in Review

50 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2022, worth a combined $152M — down 17% from $182M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CGCP positions and 2 closed out — a net gain of 14 holders — while 27 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.92M. The largest seller was Capital International Investors, cutting an estimated $66.2M.

  • 50 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2022, up from 36 in Q2 2022.
  • Funds reported $152M of Capital Group Core Plus Income ETF stock for Q3 2022, down 17% quarter-over-quarter.
  • 16 funds opened new Capital Group Core Plus Income ETF positions in Q3 2022 and 2 closed out, a net change of +14 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $5.92M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2022 was Capital International Investors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2022.