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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
IFG
101
Independent Financial Group
California
$903K +$373K +16,600 +70%
FMN
102
Financial Management Network
California
$812K +$118K +5,251 +17%
AF
103
Advisornet Financial
Minnesota
$787K +$339K +15,091 +76%
SWM
104
Silverlake Wealth Management
Vermont
$784K +$385K +17,117 +96%
BFG
105
Bleakley Financial Group
New Jersey
$743K +$15.1K +669 +2%
SW
106
Simplicity Wealth
New Jersey
$743K +$744K +33,094 New
BCA
107
Bay Colony Advisors
Massachusetts
$725K
HIC
108
Hartline Investment Corp
Illinois
$725K +$726K +32,278 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$710K +$711K +31,617 New
TWM
110
Tradition Wealth Management
Minnesota
$680K +$41.1K +1,826 +6%
WWM
111
Western Wealth Management
Colorado
$677K +$315K +14,013 +87%
MWP
112
Madison Wealth Partners
Wisconsin
$644K
FFS
113
Founders Financial Securities
Maryland
$613K +$245K +10,895 +66%
CW
114
CreativeOne Wealth
Kansas
$604K +$48.6K +2,160 +9%
CWC
115
Carolinas Wealth Consulting
North Carolina
$570K +$570K +25,352 +97,508%
PFG
116
Prosperity Financial Group
California
$563K -$85.3K -3,792 -13%
YWS
117
Yarger Wealth Strategies
Ohio
$557K +$6.95K +309 +1%
AF
118
Allworth Financial
California
$547K +$67.7K +3,008 +14%
IPW
119
Intergy Private Wealth
Colorado
$545K +$78.4K +3,487 +17%
RA
120
RFG Advisory
Alabama
$541K -$147K -6,554 -21%
WCM
121
Wealthcare Capital Management
Virginia
$538K +$43.4K +1,931 +9%
RIL
122
Rothschild Investment LLC
Illinois
$532K +$45K +2,000 +9%
WIP
123
WealthCare Investment Partners
Rhode Island
$511K -$7.06K -314 -1%
AFA
124
American Financial Advisors
Georgia
$505K +$10.5K +465 +2%
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$495K +$79.3K +3,524 +19%

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.