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Capital Group Core Plus Income ETF

36 hedge funds and large institutions have $182M invested in Capital Group Core Plus Income ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 1

300% more funds holding

Funds holding: 936 (+27)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $109M → $182M (+$73.3M)

7.41% less ownership

Funds ownership: 77.37%69.96% (-7.4%)

Holders
36
Holders Change
+27
Holders Change %
+300%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
5
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$68.2M -$1.68M -70,000 -2%
MML Investors Services
2
MML Investors Services
Massachusetts
$26.9M +$3.06M +127,612 +12%
JBA
3
Johnson Bixby & Associates
Washington
$20.4M +$21.1M +878,590 New
SFA
4
Souders Financial Advisors
Ohio
$13.3M +$13.8M +573,650 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.9M +$6.53M +271,968 +177%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$8.9M +$9.24M +385,176 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.45M +$5.62M +234,127 New
Jane Street
8
Jane Street
New York
$4.67M +$4.82M +200,804 New
Osaic Holdings
9
Osaic Holdings
Arizona
$4.01M +$3.84M +160,191 +1,319%
DADC
10
D.A. Davidson & Co
Montana
$4M +$4.13M +171,992 New
LPL Financial
11
LPL Financial
California
$2.66M +$2.75M +114,437 New
APA
12
American Portfolios Advisors
New York
$1.99M +$2.06M +85,762 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.56M +$1.61M +67,254 New
CP
14
Capital Planning
Washington
$1.55M +$1.59M +66,379 New
Stifel Financial
15
Stifel Financial
Missouri
$905K +$934K +38,900 New
LNC
16
Lincoln National Corp
Pennsylvania
$780K +$805K +33,548 New
SPC
17
Sigma Planning Corp
Michigan
$731K +$754K +31,433 New
MHB
18
Midwest Heritage Bank
Iowa
$604K +$623K +25,970 New
FMN
19
Financial Management Network
California
$603K +$618K +25,757 New
FCA
20
FinTrust Capital Advisors
South Carolina
$578K +$586K +24,434 New
PA
21
PFG Advisors
Arizona
$530K +$547K +22,806 New
MA
22
Mutual Advisors
Nebraska
$501K +$516K +21,520 New
AAS
23
Avantax Advisory Services
Texas
$469K +$484K +20,162 New
IA
24
IFP Advisors
Florida
$455K
HI
25
Harbour Investments
Wisconsin
$414K +$427K +17,790 New

CGCP Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q2 2022, worth a combined $182M — up 67% from $109M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CGCP positions and 1 closed out — a net gain of 27 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Johnson Bixby & Associates, opening a new position worth an estimated $21.1M. The largest seller was Capital International Investors, cutting an estimated $1.68M.

  • 36 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q2 2022, up from 9 in Q1 2022.
  • Funds reported $182M of Capital Group Core Plus Income ETF stock for Q2 2022, up 67% quarter-over-quarter.
  • 28 funds opened new Capital Group Core Plus Income ETF positions in Q2 2022 and 1 closed out, a net change of +27 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q2 2022 was Johnson Bixby & Associates, an estimated $21.1M added.
  • The largest Capital Group Core Plus Income ETF seller in Q2 2022 was Capital International Investors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2022.