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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
Truist Financial
76
Truist Financial
North Carolina
$3.52M +$1.45M +63,399 +71%
IA
77
Inspire Advisors
Idaho
$3.27M +$355K +15,559 +12%
CCIA
78
Cherry Creek Investment Advisors
Colorado
$3.26M +$44.6K +1,952 +1%
EWA
79
EverSource Wealth Advisors
Alabama
$3.09M +$308K +13,477 +11%
KPWS
80
Kestra Private Wealth Services
Texas
$3M +$488K +21,381 +20%
BAM
81
Belpointe Asset Management
Nevada
$2.96M +$175K +7,680 +6%
AF
82
Affiance Financial
Minnesota
$2.86M +$331K +14,476 +13%
CGPCS
83
Capital Group Private Client Services
California
$2.71M +$700K +30,626 +35%
CA
84
Continuum Advisory
Idaho
$2.67M +$921K +40,306 +51%
APW
85
Acima Private Wealth
Virginia
$2.64M -$338K -14,796 -11%
CWM
86
Cornerstone Wealth Management
Missouri
$2.5M -$30.4K -1,330 -1%
LFAS
87
Level Four Advisory Services
Texas
$2.47M +$2.2M +96,242 +701%
CWM
88
Centric Wealth Management
Illinois
$2.44M +$2.49M +109,179 New
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$2.44M +$78K +3,415 +3%
CP
90
Capital Planning
Washington
$2.37M +$250K +10,931 +12%
EH
91
Equitable Holdings
New York
$2.33M +$600K +26,288 +35%
SAM
92
Smartleaf Asset Management
Massachusetts
$2.3M +$2.27M +99,419 New
DC
93
Davenport & Co
Virginia
$2.07M +$28.3K +1,239 +1%
VA
94
Valmark Advisers
Ohio
$2.05M +$420K +18,398 +26%
BWM
95
BlackDiamond Wealth Management
New York
$2.03M +$2.07M +90,527 New
GVAG
96
Great Valley Advisor Group
Delaware
$2.01M +$1.98M +86,839 New
GRP
97
Global Retirement Partners
California
$1.99M +$1.62M +70,900 +461%
PFS
98
Prospera Financial Services
Texas
$1.98M +$30.7K +1,346 +2%
WWM
99
Western Wealth Management
Colorado
$1.97M +$609K +26,669 +46%
OC
100
Oppenheimer & Co
New York
$1.94M +$208K +9,100 +12%

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.