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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
SPC
51
Sigma Planning Corp
Michigan
$1.83M +$604K +27,393 +47%
IA
52
IFP Advisors
Florida
$1.83M +$561K +25,475 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.73M +$297K +13,454 +20%
AAS
54
Avantax Advisory Services
Texas
$1.65M +$31.3K +1,422 +2%
WA
55
WBH Advisory
Maryland
$1.51M +$1.55M +70,405 New
BAM
56
Belpointe Asset Management
Nevada
$1.48M +$1.52M +68,900 New
MFG
57
Merit Financial Group
Georgia
$1.27M +$184K +8,339 +16%
DC
58
Davenport & Co
Virginia
$1.26M +$681K +30,922 +111%
SIM
59
Studio Investment Management
Illinois
$1.26M +$1M +45,504 +354%
NFG
60
Nations Financial Group
Iowa
$1.13M +$265K +12,021 +29%
CA
61
Continuum Advisory
Idaho
$1.11M +$45.7K +2,074 +4%
CFGS
62
Concourse Financial Group Securities
Alabama
$1.07M +$116K +5,275 +12%
Mariner
63
Mariner
Kansas
$997K +$286K +12,970 +39%
RJA
64
Raymond James & Associates
Florida
$957K +$379K +17,178 +63%
Comerica Bank
65
Comerica Bank
Texas
$944K +$968K +43,905 New
BBHC
66
Brown Brothers Harriman & Co
New York
$910K +$933K +42,348 New
KWM
67
Kingsview Wealth Management
Oregon
$895K -$77K -3,493 -8%
IFG
68
Independent Financial Group
California
$842K +$349K +15,821 +68%
OC
69
Oppenheimer & Co
New York
$825K +$66.8K +3,029 +9%
AAS
70
Ameritas Advisory Services
Nebraska
$797K +$524K +23,770 +174%
AF
71
Affiance Financial
Minnesota
$791K +$240K +10,901 +42%
Renaissance Technologies
72
Renaissance Technologies
New York
$714K +$732K +33,200 New
BCA
73
Bay Colony Advisors
Massachusetts
$707K -$18.6K -844 -3%
RA
74
RFG Advisory
Alabama
$686K +$234K +10,595 +50%
MWP
75
Madison Wealth Partners
Wisconsin
$680K +$380K +17,247 +120%
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.