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Capital Group Core Plus Income ETF

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: 107121 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1313 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Bleakley Financial Group
New Jersey
$677K +$17.9K +814 +3%
SS
77
Simplicity Solutions
Minnesota
$677K +$17.9K +814 +3%
VA
78
Valmark Advisers
Ohio
$676K +$171K +7,764 +33%
PFG
79
Prosperity Financial Group
California
$674K +$691K +31,340 New
FMN
80
Financial Management Network
California
$667K +$107K +4,862 +18%
CGPCS
81
Capital Group Private Client Services
California
$664K +$195K +8,837 +40%
TWM
82
Tradition Wealth Management
Minnesota
$610K +$45.4K +2,059 +8%
CW
83
CreativeOne Wealth
Kansas
$605K +$118K +5,359 +24%
MSAM
84
Moloney Securities Asset Management
Missouri
$570K +$122K +5,547 +26%
YWS
85
Yarger Wealth Strategies
Ohio
$548K +$5.33K +242 +1%
NS
86
NBC Securities
Alabama
$537K +$551K +24,992 New
LWM
87
Lodestone Wealth Management
Washington
$530K +$54.1K +2,454 +11%
AF
88
Allworth Financial
California
$456K +$2.56K +116 +0.5%
PWA
89
Pillar Wealth Advisors
Pennsylvania
$448K +$264 +12 +0.1%
IPW
90
Intergy Private Wealth
Colorado
$398K +$8.38K +380 +2%
SWM
91
Silverlake Wealth Management
Vermont
$391K +$24.6K +1,115 +7%
BCG
92
Breakwater Capital Group
New Jersey
$386K -$943K -42,794 -70%
AFA
93
American Financial Advisors
Georgia
$351K +$360K +16,339 New
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$345K -$22.6K -1,024 -6%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$339K +$347K +15,748 New
Citadel Advisors
96
Citadel Advisors
Florida
$334K -$525K -23,810 -61%
GRP
97
Global Retirement Partners
California
$325K +$132K +5,990 +65%
SCM
98
SOL Capital Management
Maryland
$294K +$301K +13,675 New
AF
99
Advisornet Financial
Minnesota
$288K +$123K +5,559 +71%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$267K +$274K +12,440 New

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.