We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF
CGCP

76 hedge funds and large institutions have $279M invested in Capital Group Core Plus Income ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

84% more capital invested

Capital invested by funds: $152M → $279M (+$128M)

52% more funds holding

Funds holding: 50 → 76 (+26)

10.26% more ownership

Funds ownership: 52.95% → 63.21% (+10%)

Holders
76
Holders Change
+26
Holders Change %
+52%
% of All Funds
1.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
31
Increased
33
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
WNY Asset Management
New York
+$23.1M
2
UBS Group
UBS Group
Switzerland
+$15.8M
3
AWC
Adamsbrown Wealth Consultants
Kansas
+$11.4M
4
Wells Fargo
Wells Fargo
California
+$6.73M
5
LPL Financial
LPL Financial
California
+$6.63M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$1.3M
2
Jane Street
Jane Street
New York
-$1.19M
3
JBA
Johnson Bixby & Associates
Washington
-$899K
4
CP
Capital Planning
Washington
-$633K
5
LWMNY
Landmark Wealth Management (New York)
New York
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
26
FinTrust Capital Advisors
South Carolina
$2.15M +$1.05M +47,283 +96%
CP
27
Capital Planning
Washington
$1.95M -$633K -28,537 -25%
FWM
28
Fortress Wealth Management
California
$1.75M +$1.75M +78,647 New
HI
29
Harbour Investments
Wisconsin
$1.46M +$1.06M +47,669 +268%
MA
30
Mutual Advisors
Nebraska
$1.28M +$242K +10,919 +23%
AAS
31
Avantax Advisory Services
Texas
$1.21M +$601K +27,100 +100%
SPC
32
Sigma Planning Corp
Michigan
$1.17M +$38.4K +1,730 +3%
MFG
33
Merit Financial Group
Georgia
$1.15M +$447K +20,163 +64%
CGPCS
34
Capital Group Private Client Services
California
$1.09M +$845K +38,064 +352%
CFGS
35
Concourse Financial Group Securities
Alabama
$802K +$461K +20,779 +138%
Mariner
36
Mariner
Kansas
$792K +$789K +35,554 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$727K +$724K +32,638 New
IA
38
IFP Advisors
Florida
$717K +$91K +4,102 +18%
BCA
39
Bay Colony Advisors
Massachusetts
$714K +$711K +32,053 New
Capital International Investors
40
Capital International Investors
California
$590K -$1.3M -58,500 -69%
FMN
41
Financial Management Network
California
$582K -$79.6K -3,588 -12%
SPIA
42
Steward Partners Investment Advisory
New York
$573K +$571K +25,732 New
BWM
43
BlackDiamond Wealth Management
New York
$553K +$541K +24,382 New
OMC
44
Old Mission Capital
Illinois
$408K +$407K +18,321 New
LWM
45
Lodestone Wealth Management
Washington
$406K +$405K +18,238 New
MWP
46
Madison Wealth Partners
Wisconsin
$383K +$382K +17,200 New
SWM
47
Silverlake Wealth Management
Vermont
$374K +$7.92K +357 +2%
DJSG
48
D.J. St. Germain
Massachusetts
$364K +$724K +32,610 New
IPW
49
Intergy Private Wealth
Colorado
$355K +$68.6K +3,092 +24%
PA
50
PFG Advisors
Arizona
$352K -$155K -6,985 -31%
1
2
3 4

CGCP Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q4 2022, worth a combined $279M — up 84% from $152M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CGCP positions and 4 closed out — a net gain of 27 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was WNY Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Capital International Investors, cutting an estimated $1.3M.

  • 76 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $279M of Capital Group Core Plus Income ETF stock for Q4 2022, up 84% quarter-over-quarter.
  • 31 funds opened new Capital Group Core Plus Income ETF positions in Q4 2022 and 4 closed out, a net change of +27 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q4 2022 was WNY Asset Management, an estimated $23.1M added.
  • The largest Capital Group Core Plus Income ETF seller in Q4 2022 was Capital International Investors, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2022.