Capital Group Core Plus Income ETF
CGCP
107 hedge funds and large institutions have $631M invested in Capital Group Core Plus Income ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 9 reducing their positions, and 6 closing their positions.
611% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 9
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
70% more capital invested
Capital invested by funds: $372M → $631M (+$259M)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
15% more funds holding
Funds holding: 93 → 107 (+14)
11.08% more ownership
Funds ownership: 62.36% → 73.44% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$16.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$1.42M |
| 2 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
-$1.41M |
| 3 |
YWS
Yarger Wealth Strategies
Westerville,
Ohio
|
-$1.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$701K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$696K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | – | – | – |
|
|
CWM
102
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $23.4K | – | – | – |
|
|
IGWM
103
ICA Group Wealth Management
Denver,
Colorado
| $22.9K | +$271 | +12 | +1% |
|
|
WAS
104
Winch Advisory Services
Appleton,
Wisconsin
| $20K | – | – | – |
|
|
LFG
105
Larson Financial Group
St Louis,
Missouri
| $9.57K | – | – | – |
|
106
Morgan Stanley
New York
| $9.46K | +$1.33K | +59 | +16% |
|
|
CWC
107
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $564 | – | – | – |
|
|
VAS
108
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$1.42M | -62,267 | Closed |
|
|
109
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$701K | -30,777 | Closed |
|
|
PA
110
PFG Advisors
Phoenix,
Arizona
| – | -$214K | -9,406 | Closed |
|
|
AFA
111
Alpha Financial Advisors
Charlotte,
North Carolina
| – | -$211K | -9,259 | Closed |
|
|
NWMG
112
National Wealth Management Group
Cincinnati,
Ohio
| – | -$204K | -8,951 | Closed |
|
|
ASN
113
Advisory Services Network
Atlanta,
Georgia
| – | -$180K | -7,899 | Closed |
|
CGCP Hedge Fund Activity: Q2 2023 in Review
107 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q2 2023, worth a combined $631M — up 70% from $372M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CGCP positions and 6 closed out — a net gain of 15 holders — while 64 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $35M. The largest seller was Vestmark Advisory Solutions, exiting entirely with an estimated $1.42M sold.
- 107 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q2 2023, up from 93 in Q1 2023.
- Funds reported $631M of Capital Group Core Plus Income ETF stock for Q2 2023, up 70% quarter-over-quarter.
- 21 funds opened new Capital Group Core Plus Income ETF positions in Q2 2023 and 6 closed out, a net change of +15 holders.
- The largest Capital Group Core Plus Income ETF buyer in Q2 2023 was Jane Street, an estimated $35M added.
- The largest Capital Group Core Plus Income ETF seller in Q2 2023 was Vestmark Advisory Solutions, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2023.