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Capital Group Core Plus Income ETF

50 hedge funds and large institutions have $152M invested in Capital Group Core Plus Income ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 2

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more funds holding

Funds holding: 3650 (+14)

17% less capital invested

Capital invested by funds: $182M → $152M (-$30.7M)

17.01% less ownership

Funds ownership: 69.96%52.95% (-17%)

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
27
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$26.7M +$1.42M +61,318 +5%
JBA
2
Johnson Bixby & Associates
Washington
$20.4M +$1.27M +54,756 +6%
SFA
3
Souders Financial Advisors
Ohio
$17.8M +$5.63M +242,459 +42%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.8M +$2.69M +115,799 +27%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.7M +$5.92M +254,616 +109%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$9.17M +$790K +33,985 +9%
Jane Street
7
Jane Street
New York
$6.43M +$2.16M +93,110 +46%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.28M +$2.67M +114,798 +67%
LPL Financial
9
LPL Financial
California
$4.77M +$2.41M +103,622 +91%
DADC
10
D.A. Davidson & Co
Montana
$4.64M +$935K +40,256 +23%
LWMNY
11
Landmark Wealth Management (New York)
New York
$4.13M +$3.99M +171,754 +1,002%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.87M +$1.49M +64,180 +95%
CP
13
Capital Planning
Washington
$2.53M +$1.15M +49,322 +74%
Stifel Financial
14
Stifel Financial
Missouri
$2.13M +$1.36M +58,631 +151%
APA
15
American Portfolios Advisors
New York
$2.03M +$168K +7,220 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.97M +$2.06M +88,476 +5,871%
UBS Group
17
UBS Group
Switzerland
$1.88M +$2M +86,003 New
Capital International Investors
18
Capital International Investors
California
$1.86M -$66.2M -2,849,000 -97%
SPC
19
Sigma Planning Corp
Michigan
$1.11M +$445K +19,155 +61%
LNC
20
Lincoln National Corp
Pennsylvania
$1.08M +$372K +15,996 +48%
FCA
21
FinTrust Capital Advisors
South Carolina
$1.07M +$576K +24,784 +101%
MA
22
Mutual Advisors
Nebraska
$1.02M +$586K +25,231 +117%
MHB
23
Midwest Heritage Bank
Iowa
$945K +$401K +17,250 +66%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$885K +$940K +40,455 New
MFG
25
Merit Financial Group
Georgia
$690K +$733K +31,552 New

CGCP Hedge Fund Activity: Q3 2022 in Review

50 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2022, worth a combined $152M — down 17% from $182M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CGCP positions and 2 closed out — a net gain of 14 holders — while 27 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.92M. The largest seller was Capital International Investors, cutting an estimated $66.2M.

  • 50 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2022, up from 36 in Q2 2022.
  • Funds reported $152M of Capital Group Core Plus Income ETF stock for Q3 2022, down 17% quarter-over-quarter.
  • 16 funds opened new Capital Group Core Plus Income ETF positions in Q3 2022 and 2 closed out, a net change of +14 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $5.92M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2022 was Capital International Investors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2022.