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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
CF
51
Convergence Financial
Missouri
$10M +$9.92M +434,405 New
DWM
52
Diversify Wealth Management
Utah
$9.88M +$9.99M +437,487 New
CIA
53
Concurrent Investment Advisors
Florida
$7.63M +$511K +22,391 +7%
BAG
54
Bridgewealth Advisory Group
California
$7.55M +$1.58M +69,232 +27%
WA
55
WBH Advisory
Maryland
$7.37M +$2.24M +98,216 +44%
CFGF
56
Compass Financial Group (Florida)
Florida
$7.3M +$51.4K +2,250 +0.7%
PAG
57
Private Advisor Group
New Jersey
$7.26M +$3.02M +132,126 +73%
NF
58
NavPoint Financial
Minnesota
$6.33M +$1.22M +53,530 +24%
P
59
&Partners
Tennessee
$5.79M +$4.54M +198,549 +383%
LWMNY
60
Landmark Wealth Management (New York)
New York
$5.43M +$137K +5,987 +3%
BEI
61
Benjamin Edwards Inc
Missouri
$5.28M +$5.22M +228,328 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$5.01M +$805K +35,260 +19%
LWM
63
Lodestone Wealth Management
Washington
$4.93M +$1.46M +63,771 +43%
ASN
64
Advisory Services Network
Georgia
$4.77M
Citadel Advisors
65
Citadel Advisors
Florida
$4.7M -$1.03M -45,107 -18%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$4.68M +$1.79M +78,578 +63%
CWP
67
Core Wealth Partners
California
$4.67M +$3.51M +153,859 +318%
Mariner
68
Mariner
Kansas
$4.6M +$850K +37,226 +23%
SCM
69
SOL Capital Management
Maryland
$4.5M +$2.16M +94,719 +95%
SFC
70
Swisher Financial Concepts
Ohio
$4.43M +$4.11M +179,739 +1,464%
AAS
71
Avantax Advisory Services
Texas
$4.37M +$758K +33,181 +21%
KWM
72
Kingsview Wealth Management
Oregon
$3.89M +$1.46M +63,895 +61%
AWS
73
Atria Wealth Solutions
New York
$3.72M +$874K +38,280 +31%
SIM
74
Studio Investment Management
Illinois
$3.61M +$543K +23,773 +18%
FTUS
75
Flow Traders U.S.
New York
$3.59M +$3.55M +155,381 New

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.