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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
BWM
126
BlackDiamond Wealth Management
New York
-$227K -10,149 Closed
RCAG
127
Rehmann Capital Advisory Group
Michigan
-$204K -9,158 Closed
IGWM
128
ICA Group Wealth Management
Colorado
-$22.9K -1,028 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.