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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
LWMNY
51
Landmark Wealth Management (New York)
New York
$4.94M +$212K +9,409 +4%
Citadel Advisors
52
Citadel Advisors
Florida
$4.69M +$3.09M +137,540 +193%
CIA
53
Concurrent Investment Advisors
Florida
$4.37M +$4.37M +194,440 New
AA
54
Advisory Alpha
Michigan
$4.06M +$102K +4,513 +3%
BAG
55
Bridgewealth Advisory Group
California
$3.71M +$3.25M +144,358 +686%
WA
56
WBH Advisory
Maryland
$3.64M +$960K +42,657 +36%
AWS
57
Atria Wealth Solutions
New York
$3.57M +$24.9K +1,109 +0.7%
PAG
58
Private Advisor Group
New Jersey
$3.54M +$539K +23,964 +18%
Mariner
59
Mariner
Kansas
$3.49M -$66.3K -2,949 -2%
LWM
60
Lodestone Wealth Management
Washington
$3.35M +$766K +34,032 +30%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$3.26M +$631K +28,058 +24%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$3.2M +$2.65M +117,624 +472%
NF
63
NavPoint Financial
Minnesota
$3.15M +$773K +34,342 +32%
APW
64
Acima Private Wealth
Virginia
$2.86M +$37.9K +1,686 +1%
Truist Financial
65
Truist Financial
North Carolina
$2.74M -$7.58M -337,139 -73%
AAS
66
Avantax Advisory Services
Texas
$2.73M +$725K +32,232 +36%
BAM
67
Belpointe Asset Management
Nevada
$2.7M +$602K +26,760 +29%
SPC
68
Sigma Planning Corp
Michigan
$2.66M +$1.67M +74,343 +168%
IA
69
Inspire Advisors
Idaho
$2.66M +$298K +13,256 +13%
SIM
70
Studio Investment Management
Illinois
$2.53M -$54.3K -2,413 -2%
CWM
71
Cornerstone Wealth Management
Missouri
$2.52M +$70.8K +3,146 +3%
SFWC
72
Strategic Family Wealth Counselors
New Jersey
$2.32M +$430K +19,109 +23%
AF
73
Affiance Financial
Minnesota
$2.28M +$833K +37,015 +57%
Morgan Stanley
74
Morgan Stanley
New York
$2.22M +$2.2M +97,854 +11,485%
DWM
75
Dechtman Wealth Management
Colorado
$2.11M +$2.11M +93,731 New

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.