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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$23.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.8M |
| 3 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
+$11.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.3M |
| 2 |
Jane Street
New York
|
-$1.19M |
| 3 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$899K |
| 4 |
CP
Capital Planning
Bellevue,
Washington
|
-$633K |
| 5 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
76
Private Advisor Group
Morristown,
New Jersey
| $1.06K | +$1.05M | +47,440 | New |
|
|
AWS
77
Atria Wealth Solutions
New York
| – | -$259K | -11,827 | Closed |
|
|
SOS
78
Silver Oak Securities
Jackson,
Tennessee
| – | -$172K | -8,020 | Closed |
|
|
EW
79
Evoke Wealth
Los Angeles,
California
| – | -$80K | -3,650 | Closed |
|
80
Morgan Stanley
New York
| – | -$5K | -238 | Closed |
|
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.