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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
FFS
101
Founders Financial Securities
Maryland
$266K +$73.4K +3,330 +37%
Truist Financial
102
Truist Financial
North Carolina
$261K +$267K +12,118 New
TI
103
tru Independence
Oregon
$254K +$38.4K +1,743 +17%
GLA
104
Good Life Advisors
Pennsylvania
$241K +$247K +11,212 New
WWP
105
WR Wealth Planners
Missouri
$204K -$4.17K -189 -2%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$203K +$208K +9,448 New
SOS
107
Silver Oak Securities
Tennessee
$172K +$177K +8,020 New
SPIA
108
Steward Partners Investment Advisory
New York
$115K +$5.8K +263 +5%
EWA
109
EverSource Wealth Advisors
Alabama
$66.8K +$10.7K +485 +19%
BC
110
Barrett & Company
Rhode Island
$55.2K +$727 +33 +1%
FP
111
Financial Perspectives
Minnesota
$45.7K +$46.9K +2,127 New
CFD
112
Creative Financial Designs
Indiana
$43.7K +$176 +8 +0.4%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$23K
CWM
114
CarsonAllaria Wealth Management
Illinois
$22.6K
WAS
115
Winch Advisory Services
Wisconsin
$19K
GWANC
116
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.1K +$15.4K +700 New
ACA
117
Aptus Capital Advisors
Alabama
$15.1K +$15.4K +700 New
LFG
118
Larson Financial Group
Missouri
$9.24K
Morgan Stanley
119
Morgan Stanley
New York
$9.14K
CWC
120
Carolinas Wealth Consulting
North Carolina
$545 +$22 +1 +4%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$43 +$44 +2 New
OMC
122
Old Mission Capital
Illinois
-$2.37M -106,680 Closed
RWM
123
Revisor Wealth Management
Ohio
-$1.74M -78,085 Closed
IAIM
124
International Assets Investment Management
Florida
-$1.93M -77,930 Closed
USCWA
125
U.S. Capital Wealth Advisors
Texas
-$1.26M -56,615 Closed

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.