CGHY Institutional Ownership
Capital Group High Yield Bond ETF
1W: -0.5%
1M: -2.7%
3M: -3.8%
YTD: -3.0%
1Y: -3.2%
$24.41
+0.02 (+0.08%)
Weekly Expected Move ±0.6%
$24
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CGHY
45
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
118M
Total Invested
24
New Positions
13
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BENJAMIN EDWARDS INC | 1,975,806 | $48M | +225 | +0.0% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 784,822 | $19M | +761,699 | +3294.1% | 3Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN NEW | 527,795 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Cetera Investment Advisers NEW | 217,690 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 171,993 | $4M | +153,213 | +815.8% | 2Q | SEC ↗ |
| 6 | J. Derek Lewis & Associates Inc. | 113,917 | $3M | +2,474 | +2.2% | 3Q | SEC ↗ |
| 7 | Compton Financial Group, LLC NEW | 106,441 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Capital International Investors | 90,887 | $2M | -944,113 | -91.2% | 5Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 74,736 | $2M | +23,298 | +45.3% | 2Q | SEC ↗ |
| 10 | LPL Financial LLC NEW | 73,328 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 64,507 | $2M | +35,125 | +119.5% | 4Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC NEW | 49,848 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | &PARTNERS NEW | 44,621 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Merit Financial Group, LLC NEW | 37,843 | $924K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Gateway Wealth Partners, LLC NEW | 35,326 | $862K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 34,439 | $841K | +12,170 | +54.6% | 5Q | SEC ↗ |
| 17 | Dynamic Advisor Solutions LLC | 34,170 | $834K | +2,138 | +6.7% | 3Q | SEC ↗ |
| 18 | Greenline Wealth Management LLC | 33,518 | $818K | +7,870 | +30.7% | 3Q | SEC ↗ |
| 19 | Cullen/Frost Bankers, Inc. NEW | 27,879 | $681K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Ausdal Financial Partners, Inc. | 23,530 | $574K | — | +0.0% | 3Q | SEC ↗ |
| 21 | Concurrent Investment Advisors, LLC NEW | 22,742 | $555K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Gutierrez Wealth Advisory, LLC | 18,958 | $463K | +79 | +0.4% | 3Q | SEC ↗ |
| 23 | Diversify Advisory Services, LLC NEW | 15,631 | $382K | — | +0.0% | 1Q | SEC ↗ |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | 15,631 | $382K | +217 | +1.4% | 2Q | SEC ↗ |
| 25 | COFG Advisors, LLC NEW | 15,560 | $380K | — | +0.0% | 1Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP NEW | 15,082 | $368K | — | +0.0% | 1Q | SEC ↗ |
| 27 | LongView Wealth Management NEW | 14,429 | $352K | — | +0.0% | 1Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP NEW | 14,213 | $347K | — | +0.0% | 1Q | SEC ↗ |
| 29 | PERSPECTIVE WEALTH ADVISORS LLC NEW | 14,065 | $343K | — | +0.0% | 1Q | SEC ↗ |
| 30 | IFP Advisors, Inc | 10,887 | $266K | +403 | +3.8% | 4Q | SEC ↗ |
| 31 | ASSETMARK, INC NEW | 9,699 | $237K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Envestnet Portfolio Solutions, Inc. NEW | 8,216 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA NEW | 8,185 | $200K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Capital Analysts, LLC NEW | 4,055 | $99K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Farther Finance Advisors, LLC NEW | 3,158 | $77K | — | +0.0% | 1Q | SEC ↗ |
| 36 | NewEdge Advisors, LLC NEW | 2,165 | $53K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, NEW | 1,572 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 38 | ROTHSCHILD INVESTMENT LLC | 1,250 | $31K | — | +0.0% | 2Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 1,094 | $27K | -2,787 | -71.8% | 4Q | SEC ↗ |
| 40 | AdvisorNet Financial, Inc | 750 | $18K | +10 | +1.4% | 4Q | SEC ↗ |
| 41 | Capital Investment Advisory Services, NEW | 223 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -691 | -100.0% | 1Q | SEC ↗ |
| 43 | Kestra Advisory Services, LLC | 0 | $0K | -2,403 | -100.0% | 1Q | SEC ↗ |
| 44 | Value Investment Professionals, LLC | 0 | $0K | -13,340 | -100.0% | 1Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 0 | $0K | -9,051 | -100.0% | 1Q | SEC ↗ |
| 46 | Financial Life Planners | 0 | $0K | -122 | -100.0% | 1Q | SEC ↗ |
| 47 | UBS Group AG | 0 | $0K | -358 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 527,795 | $13M |
| Cetera Investment Advisers | 217,690 | $5M |
| Compton Financial Group, LLC | 106,441 | $3M |
| LPL Financial LLC | 73,328 | $2M |
| Janney Montgomery Scott LLC | 49,848 | $1M |
| &PARTNERS | 44,621 | $1M |
| Merit Financial Group, LLC | 37,843 | $924K |
| Gateway Wealth Partners, LLC | 35,326 | $862K |
| Cullen/Frost Bankers, Inc. | 27,879 | $681K |
| Concurrent Investment Advisors, LLC | 22,742 | $555K |
| Diversify Advisory Services, LLC | 15,631 | $382K |
| COFG Advisors, LLC | 15,560 | $380K |
| STIFEL FINANCIAL CORP | 15,082 | $368K |
| LongView Wealth Management | 14,429 | $352K |
| TRUIST FINANCIAL CORP | 14,213 | $347K |
| PERSPECTIVE WEALTH ADVISORS LLC | 14,065 | $343K |
| ASSETMARK, INC | 9,699 | $237K |
| Envestnet Portfolio Solutions, Inc. | 8,216 | $201K |
| ROYAL BANK OF CANADA | 8,185 | $200K |
| Capital Analysts, LLC | 4,055 | $99K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Value Investment Professionals, LLC | 13,340 | $326K |
| CITADEL ADVISORS LLC | 9,051 | $221K |
| Kestra Advisory Services, LLC | 2,403 | $59K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 691 | $17K |
| UBS Group AG | 358 | $9K |
| Financial Life Planners | 122 | $3K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +761,699 | +3294.1% | 784,822 |
| MML INVESTORS SERVICES, LLC | +153,213 | +815.8% | 171,993 |
| OSAIC HOLDINGS, INC. | +35,125 | +119.5% | 64,507 |
| COMMONWEALTH EQUITY SERVICES, LLC | +23,298 | +45.3% | 74,736 |
| JANE STREET GROUP, LLC | +12,170 | +54.6% | 34,439 |
| Greenline Wealth Management LLC | +7,870 | +30.7% | 33,518 |
| J. Derek Lewis & Associates Inc. | +2,474 | +2.2% | 113,917 |
| Dynamic Advisor Solutions LLC | +2,138 | +6.7% | 34,170 |
| IFP Advisors, Inc | +403 | +3.8% | 10,887 |
| BENJAMIN EDWARDS INC | +225 | +0.0% | 1,975,806 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +217 | +1.4% | 15,631 |
| Gutierrez Wealth Advisory, LLC | +79 | +0.4% | 18,958 |
| AdvisorNet Financial, Inc | +10 | +1.4% | 750 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | -944,113 | -91.2% | 90,887 |
| HARBOUR INVESTMENTS, INC. | -2,787 | -71.8% | 1,094 |