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Capital Group Core Plus Income ETF

171 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 120 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 16

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $1.13B → $1.49B (+$359M)

12% more funds holding

Funds holding: 153171 (+18)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.85% less ownership

Funds ownership: 76.2%73.35% (-2.8%)

Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.24%
New
25
Increased
120
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
26
Stadion Money Management
Georgia
$20.9M +$787K +34,999 +4%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$17.7M +$2.31M +102,697 +15%
MLRA
28
Main Line Retirement Advisors
Montana
$17.7M +$1.88M +83,405 +12%
Jane Street
29
Jane Street
New York
$15.7M -$11.8M -525,063 -43%
DJSG
30
D.J. St. Germain
Massachusetts
$15.3M +$1.09M +48,639 +8%
FWS
31
FinDec Wealth Services
California
$15M -$482K -21,412 -3%
MHB
32
Midwest Heritage Bank
Iowa
$14M +$3.43M +152,446 +32%
RA
33
Ruggaard & Associates
Ohio
$13.9M +$616K +27,403 +5%
LNC
34
Lincoln National Corp
Pennsylvania
$13.9M +$2.34M +103,991 +20%
CWS
35
Confluence Wealth Services
Pennsylvania
$13.5M +$4.8M +213,243 +55%
CCM
36
Condor Capital Management
New Jersey
$13.3M +$4.65M +206,537 +54%
CAN
37
Cetera Advisor Networks
California
$12.9M +$6.05M +269,062 +88%
FCA
38
FinTrust Capital Advisors
South Carolina
$11.8M +$1.49M +66,419 +14%
DADC
39
D.A. Davidson & Co
Montana
$10.1M +$2.89M +128,495 +40%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$9.89M +$3.7M +164,676 +60%
FWM
41
Fortress Wealth Management
California
$9.85M +$14.6K +649 +0.1%
RG
42
Retirement Group
California
$9.52M +$9.53M +423,817 New
NECFA
43
New England Capital Financial Advisors
Connecticut
$8.33M +$524K +23,294 +7%
AFA
44
AA Financial Advisors
Ohio
$8.28M +$454K +20,194 +6%
MA
45
Mutual Advisors
Nebraska
$7.63M +$1.25M +55,699 +20%
CFGF
46
Compass Financial Group (Florida)
Florida
$7.01M -$10.8K -479 -0.2%
KAS
47
Kestra Advisory Services
Texas
$6.28M +$1.89M +83,889 +43%
PFS
48
Prospera Financial Services
Texas
$5.53M +$500K +22,225 +10%
ACA
49
Aptus Capital Advisors
Alabama
$4.98M +$451K +20,037 +10%
ASN
50
Advisory Services Network
Georgia
$4.94M +$439K +19,507 +10%

CGCP Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q1 2024, worth a combined $1.49B — up 32% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCP positions and 5 closed out — a net gain of 20 holders — while 120 added to existing stakes and 16 trimmed.

The largest buyer was Capital International Investors, adding an estimated $57.5M. The largest seller was Osaic Holdings, cutting an estimated $36.9M.

  • 171 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $1.49B of Capital Group Core Plus Income ETF stock for Q1 2024, up 32% quarter-over-quarter.
  • 25 funds opened new Capital Group Core Plus Income ETF positions in Q1 2024 and 5 closed out, a net change of +20 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q1 2024 was Capital International Investors, an estimated $57.5M added.
  • The largest Capital Group Core Plus Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2024.