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Capital Group Core Plus Income ETF
CGCP

121 hedge funds and large institutions have $789M invested in Capital Group Core Plus Income ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

655% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 11

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $631M → $789M (+$158M)

13% more funds holding

Funds holding: 107 → 121 (+14)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

0.19% less ownership

Funds ownership: 73.44% → 73.26% (-0.19%)

Holders
121
Holders Change
+14
Holders Change %
+13.08%
% of All Funds
1.92%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
22
Increased
83
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JBA
Johnson Bixby & Associates
Washington
+$25.9M
2
MSWM
McGlone Suttner Wealth Management
Wisconsin
+$21.5M
3
SMM
Stadion Money Management
Georgia
+$19.8M
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.1M
5
HI
Harbour Investments
Wisconsin
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.61M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.47M
3
OMC
Old Mission Capital
Illinois
-$2.37M
4
IAIM
International Assets Investment Management
Florida
-$1.93M
5
RWM
Revisor Wealth Management
Ohio
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$11M +$6.3M +285,935 +126%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10.9M +$960K +43,580 +9%
MHB
28
Midwest Heritage Bank
Iowa
$9.93M +$1.23M +55,649 +14%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$9.74M +$9.98M +453,019 New
LNC
30
Lincoln National Corp
Pennsylvania
$8.85M +$822K +37,288 +10%
FWM
31
Fortress Wealth Management
California
$8.72M +$883K +40,049 +11%
FCA
32
FinTrust Capital Advisors
South Carolina
$7.91M +$5.98M +271,518 +281%
DADC
33
D.A. Davidson & Co
Montana
$7.13M +$1.18M +53,635 +19%
MA
34
Mutual Advisors
Nebraska
$5.06M +$1.91M +86,865 +59%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.8M +$2.28M +103,459 +86%
NECFA
36
New England Capital Financial Advisors
Connecticut
$4.76M +$273K +12,380 +6%
PFS
37
Prospera Financial Services
Texas
$4.69M +$4.01M +181,926 +503%
LWMNY
38
Landmark Wealth Management (New York)
New York
$4.34M +$72.6K +3,293 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.94M +$2.95M +133,791 +270%
AA
40
Advisory Alpha
Michigan
$3.48M +$75.2K +3,410 +2%
KAS
41
Kestra Advisory Services
Texas
$3.09M +$498K +22,574 +19%
CAN
42
Cetera Advisor Networks
California
$2.83M +$950K +43,120 +49%
AI
43
Atria Investments
North Carolina
$2.66M -$97.2K -4,409 -3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.62M +$237K +10,760 +10%
AWS
45
Atria Wealth Solutions
New York
$2.59M -$598K -27,125 -18%
PAG
46
Private Advisor Group
New Jersey
$2.38M +$344K +15,621 +16%
CWM
47
Cornerstone Wealth Management
Missouri
$2.33M +$2.39M +108,566 New
IA
48
Inspire Advisors
Idaho
$2.17M +$306K +13,867 +16%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$2.16M +$709K +32,149 +47%
CP
50
Capital Planning
Washington
$1.84M +$62.7K +2,844 +3%
1
2
3 4 5

CGCP Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2023, worth a combined $789M — up 25% from $631M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGCP positions and 7 closed out — a net gain of 15 holders — while 83 added to existing stakes and 11 trimmed.

The largest buyer was Johnson Bixby & Associates, adding an estimated $25.9M. The largest seller was Jane Street, cutting an estimated $4.61M.

  • 121 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2023, up from 107 in Q2 2023.
  • Funds reported $789M of Capital Group Core Plus Income ETF stock for Q3 2023, up 25% quarter-over-quarter.
  • 22 funds opened new Capital Group Core Plus Income ETF positions in Q3 2023 and 7 closed out, a net change of +15 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2023 was Johnson Bixby & Associates, an estimated $25.9M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2023 was Jane Street, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2023.