Capital Group Core Plus Income ETF
CGCP
93 hedge funds and large institutions have $372M invested in Capital Group Core Plus Income ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
233% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 15
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
33% more capital invested
Capital invested by funds: $279M → $372M (+$92.7M)
22% more funds holding
Funds holding: 76 → 93 (+17)
0.85% less ownership
Funds ownership: 63.21% → 62.36% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$13.5M |
| 2 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$12.5M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$10.5M |
| 4 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
+$9.92M |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
+$5.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.36M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.42M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$3.28M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$783K |
| 5 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$612K |
CGCP Hedge Fund Activity: Q1 2023 in Review
93 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q1 2023, worth a combined $372M — up 33% from $279M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CGCP positions and 5 closed out — a net gain of 19 holders — while 50 added to existing stakes and 15 trimmed.
The largest buyer was WNY Asset Management, adding an estimated $13.5M. The largest seller was Jane Street, exiting entirely with an estimated $5.36M sold.
- 93 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q1 2023, up from 76 in Q4 2022.
- Funds reported $372M of Capital Group Core Plus Income ETF stock for Q1 2023, up 33% quarter-over-quarter.
- 24 funds opened new Capital Group Core Plus Income ETF positions in Q1 2023 and 5 closed out, a net change of +19 holders.
- The largest Capital Group Core Plus Income ETF buyer in Q1 2023 was WNY Asset Management, an estimated $13.5M added.
- The largest Capital Group Core Plus Income ETF seller in Q1 2023 was Jane Street, an estimated $5.36M sold.
Based on aggregated 13F filings for Q1 2023.