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Capital Group Core Plus Income ETF

205 hedge funds and large institutions have $2.54B invested in Capital Group Core Plus Income ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 23

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

37% more capital invested

Capital invested by funds: $1.85B → $2.54B (+$692M)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

8% more funds holding

Funds holding: 190205 (+15)

2.32% less ownership

Funds ownership: 76.26%73.94% (-2.3%)

Holders
205
Holders Change
+15
Holders Change %
+7.89%
% of All Funds
2.94%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
31
Increased
139
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$20.4M +$4.49M +196,412 +29%
DJSG
27
D.J. St. Germain
Massachusetts
$20M +$2.23M +97,631 +13%
FWS
28
FinDec Wealth Services
California
$20M +$1.14M +49,930 +6%
KAS
29
Kestra Advisory Services
Texas
$20M +$26.7K +1,170 +0.1%
MLRA
30
Main Line Retirement Advisors
Montana
$19.9M +$998K +43,711 +5%
SMM
31
Stadion Money Management
Georgia
$19.9M +$1.72M +75,234 +10%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$19.8M -$4.28M -187,246 -18%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$19.2M +$16.6M +727,884 +711%
MHB
34
Midwest Heritage Bank
Iowa
$17.4M +$787K +34,437 +5%
PSCM
35
Per Stirling Capital Management
Texas
$17M +$16.8M +735,597 New
CCM
36
Condor Capital Management
New Jersey
$15.8M +$948K +41,503 +6%
Jane Street
37
Jane Street
New York
$14.9M -$16.1M -705,154 -52%
FCA
38
FinTrust Capital Advisors
South Carolina
$14.7M +$630K +27,577 +5%
RA
39
Ruggaard & Associates
Ohio
$14.5M +$80.9K +3,541 +0.6%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$14.3M +$8.67M +379,372 +158%
AFA
41
AA Financial Advisors
Ohio
$13M +$2.82M +123,568 +28%
IPA
42
Investment Planning Advisors
Georgia
$12.6M
DADC
43
D.A. Davidson & Co
Montana
$12.3M +$1.14M +50,123 +10%
SA
44
Sanctuary Advisors
Indiana
$12.1M +$9.57M +418,775 +351%
CWA
45
Clearview Wealth Advisors
Oregon
$11.9M +$1.6M +70,141 +16%
NECFA
46
New England Capital Financial Advisors
Connecticut
$11.4M +$2.54M +111,014 +29%
MA
47
Mutual Advisors
Nebraska
$11.3M +$1.22M +53,571 +12%
FWM
48
Fortress Wealth Management
California
$11.1M +$975K +42,700 +10%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$10.6M -$578K -25,287 -5%
KIM
50
Kestra Investment Management
Texas
$10.6M +$2.98M +130,457 +40%

CGCP Hedge Fund Activity: Q3 2024 in Review

205 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2024, worth a combined $2.54B — up 37% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CGCP positions and 13 closed out — a net gain of 18 holders — while 139 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.7M. The largest seller was Jane Street, cutting an estimated $16.1M.

  • 205 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2024, up from 190 in Q2 2024.
  • Funds reported $2.54B of Capital Group Core Plus Income ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 31 funds opened new Capital Group Core Plus Income ETF positions in Q3 2024 and 13 closed out, a net change of +18 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $85.7M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2024 was Jane Street, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.