Capital Group Core Plus Income ETF
CGCP
153 hedge funds and large institutions have $1.13B invested in Capital Group Core Plus Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 25 reducing their positions, and 4 closing their positions.
800% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 4
252% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 25
43% more capital invested
Capital invested by funds: $789M → $1.13B (+$342M)
26% more funds holding
Funds holding: 121 → 153 (+32)
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
2.94% more ownership
Funds ownership: 73.26% → 76.2% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$27.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$26.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$19.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.6M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$5.45M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$4.79M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.87M |
| 4 |
Jane Street
New York
|
-$2.53M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
151
Larson Financial Group
St Louis,
Missouri
| $9.76K | – | – | – |
|
|
CWC
152
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $592 | – | – | – |
|
|
IGWM
153
ICA Group Wealth Management
Denver,
Colorado
| $227 | +$218 | +10 | New |
|
154
Fidelity Investments
Boston,
Massachusetts
| $23 | -$22 | -1 | -50% |
|
|
AAS
155
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$797K | -37,437 | Closed |
|
156
Renaissance Technologies
New York
| – | -$714K | -33,200 | Closed |
|
|
WWP
157
WR Wealth Planners
Columbia,
Missouri
| – | -$204K | -9,477 | Closed |
|
158
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$23K | -1,056 | Closed |
|
CGCP Hedge Fund Activity: Q4 2023 in Review
153 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q4 2023, worth a combined $1.13B — up 43% from $789M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CGCP positions and 4 closed out — a net gain of 32 holders — while 88 added to existing stakes and 25 trimmed.
The largest buyer was Capital International Investors, adding an estimated $27.3M. The largest seller was Stifel Financial, cutting an estimated $5.45M.
- 153 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q4 2023, up from 121 in Q3 2023.
- Funds reported $1.13B of Capital Group Core Plus Income ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 36 funds opened new Capital Group Core Plus Income ETF positions in Q4 2023 and 4 closed out, a net change of +32 holders.
- The largest Capital Group Core Plus Income ETF buyer in Q4 2023 was Capital International Investors, an estimated $27.3M added.
- The largest Capital Group Core Plus Income ETF seller in Q4 2023 was Stifel Financial, an estimated $5.45M sold.
Based on aggregated 13F filings for Q4 2023.