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Capital Group Core Plus Income ETF

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: 23 (+1)

39% more funds holding

Funds holding: 3650 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BlackDiamond Wealth Management
New York
-$350K -15,018 Closed
SWM
52
SeaCrest Wealth Management
New York
-$23K -1,006 Closed

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.