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Capital Group Core Plus Income ETF

93 hedge funds and large institutions have $372M invested in Capital Group Core Plus Income ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

233% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 15

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

33% more capital invested

Capital invested by funds: $279M → $372M (+$92.7M)

22% more funds holding

Funds holding: 7693 (+17)

0.85% less ownership

Funds ownership: 63.21%62.36% (-0.85%)

Holders
93
Holders Change
+17
Holders Change %
+22.37%
% of All Funds
1.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
24
Increased
50
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WNY Asset Management
New York
$37.3M +$13.5M +597,330 +57%
JBA
2
Johnson Bixby & Associates
Washington
$30.3M +$9.92M +438,522 +49%
MML Investors Services
3
MML Investors Services
Massachusetts
$25.1M -$4.42M -195,399 -15%
SFA
4
Souders Financial Advisors
Ohio
$22.5M +$677K +29,910 +3%
UBS Group
5
UBS Group
Switzerland
$17.4M -$783K -34,607 -4%
FWS
6
FinDec Wealth Services
California
$15.9M +$3.47M +153,340 +28%
LPL Financial
7
LPL Financial
California
$15.5M +$3.71M +163,899 +32%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.6M +$3.14M +138,650 +28%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$14.1M +$2.64M +116,848 +23%
AWC
10
Adamsbrown Wealth Consultants
Kansas
$13.9M +$1.63M +72,064 +13%
Stifel Financial
11
Stifel Financial
Missouri
$13.2M +$10.5M +466,009 +420%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$13.1M +$1.56M +69,098 +14%
IA
13
IAM Advisory
Pennsylvania
$12.6M +$12.5M +551,491 New
RA
14
Ruggaard & Associates
Ohio
$11.5M +$11.4M +504,755 New
Wells Fargo
15
Wells Fargo
California
$11.2M +$4.28M +189,424 +62%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.1M +$2.5M +110,429 +29%
MHB
17
Midwest Heritage Bank
Iowa
$8.08M +$5.02M +221,786 +167%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.97M +$1.54M +67,932 +29%
LNC
19
Lincoln National Corp
Pennsylvania
$6.4M +$2.02M +89,307 +47%
DADC
20
D.A. Davidson & Co
Montana
$6.36M +$123K +5,439 +2%
FWM
21
Fortress Wealth Management
California
$4.54M +$2.73M +120,637 +153%
LWMNY
22
Landmark Wealth Management (New York)
New York
$4.43M +$441K +19,485 +11%
MA
23
Mutual Advisors
Nebraska
$3.53M +$2.2M +97,300 +169%
NECFA
24
New England Capital Financial Advisors
Connecticut
$3.45M +$176K +7,767 +5%
BCG
25
Breakwater Capital Group
New Jersey
$2.81M -$381K -16,842 -12%

CGCP Hedge Fund Activity: Q1 2023 in Review

93 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q1 2023, worth a combined $372M — up 33% from $279M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGCP positions and 5 closed out — a net gain of 19 holders — while 50 added to existing stakes and 15 trimmed.

The largest buyer was WNY Asset Management, adding an estimated $13.5M. The largest seller was Jane Street, exiting entirely with an estimated $5.36M sold.

  • 93 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $372M of Capital Group Core Plus Income ETF stock for Q1 2023, up 33% quarter-over-quarter.
  • 24 funds opened new Capital Group Core Plus Income ETF positions in Q1 2023 and 5 closed out, a net change of +19 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q1 2023 was WNY Asset Management, an estimated $13.5M added.
  • The largest Capital Group Core Plus Income ETF seller in Q1 2023 was Jane Street, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.