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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
JBA
1
Johnson Bixby & Associates
Washington
$57.2M +$25.9M +1,173,889 +79%
WAM
2
WNY Asset Management
New York
$51M +$3.01M +136,378 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$46.8M +$15.1M +687,372 +46%
SFA
4
Souders Financial Advisors
Ohio
$34.8M +$2.86M +129,786 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M +$5.75M +260,991 +20%
UBS Group
6
UBS Group
Switzerland
$30.4M +$11.1M +504,105 +55%
Jane Street
7
Jane Street
New York
$28.8M -$4.61M -209,370 -14%
LPL Financial
8
LPL Financial
California
$28.7M +$8.9M +404,005 +43%
Wells Fargo
9
Wells Fargo
California
$28.1M +$2.84M +129,079 +11%
MML Investors Services
10
MML Investors Services
Massachusetts
$27.8M +$590K +26,769 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$24.5M +$1.83M +83,009 +8%
MSWM
12
McGlone Suttner Wealth Management
Wisconsin
$22.4M +$21.5M +973,486 +1,391%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$20.7M +$3.04M +137,864 +17%
SMM
14
Stadion Money Management
Georgia
$19.3M +$19.8M +897,163 New
Stifel Financial
15
Stifel Financial
Missouri
$19M +$3.15M +143,043 +19%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$18M +$2.01M +91,191 +12%
CA
17
Cetera Advisors
Colorado
$16.7M +$1.02M +46,117 +6%
FWS
18
FinDec Wealth Services
California
$16.4M +$138K +6,282 +0.8%
HI
19
Harbour Investments
Wisconsin
$14.7M +$14.2M +644,238 +1,562%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.7M -$2.47M -111,998 -14%
DJSG
21
D.J. St. Germain
Massachusetts
$14.2M -$438K -19,881 -3%
BWP
22
Bernardo Wealth Planning
Pennsylvania
$12.4M +$1.65M +74,851 +15%
IA
23
IAM Advisory
Pennsylvania
$12.3M +$202K +9,172 +2%
RA
24
Ruggaard & Associates
Ohio
$12.1M +$369K +16,748 +3%
Capital International Investors
25
Capital International Investors
California
$12M +$9.68M +439,079 +366%

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.