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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
DAS
101
Dynamic Advisor Solutions
Arizona
$1.92M +$213K +9,343 +13%
HAIM
102
Hunter Associates Investment Management
Pennsylvania
$1.91M +$717K +31,399 +61%
MSAM
103
Moloney Securities Asset Management
Missouri
$1.85M +$272K +11,913 +17%
Comerica Bank
104
Comerica Bank
Texas
$1.77M +$511K +22,392 +41%
MFG
105
Merit Financial Group
Georgia
$1.75M -$229K -10,038 -12%
CFGS
106
Concourse Financial Group Securities
Alabama
$1.7M +$240K +10,506 +17%
LWM
107
LongView Wealth Management
Georgia
$1.66M +$255K +11,154 +18%
NFG
108
Nations Financial Group
Iowa
$1.65M +$77.1K +3,377 +5%
SWM
109
Silverlake Wealth Management
Vermont
$1.58M +$731K +32,003 +88%
AA
110
Advisory Alpha
Michigan
$1.55M -$114K -4,983 -7%
KFP
111
KMG Fiduciary Partners
Ohio
$1.53M +$1.51M +66,016 New
GIP
112
Greatmark Investment Partners
Georgia
$1.5M +$1.48M +64,985 New
BCA
113
Bay Colony Advisors
Massachusetts
$1.43M +$675K +29,535 +92%
AF
114
Advisornet Financial
Minnesota
$1.37M +$411K +17,997 +43%
MFG
115
Magnus Financial Group
New York
$1.35M +$1.33M +58,288 New
AAS
116
Ameritas Advisory Services
Nebraska
$1.28M +$38.6K +1,692 +3%
AFP
117
Ausdal Financial Partners
Iowa
$1.27M +$707K +30,948 +128%
CWP
118
Cyndeo Wealth Partners
Florida
$1.23M +$1.22M +53,222 New
FMN
119
Financial Management Network
California
$1.2M +$287K +12,578 +32%
PPWP
120
Premier Path Wealth Partners
New Jersey
$1.15M +$25.6K +1,119 +2%
RIL
121
Rothschild Investment LLC
Illinois
$1.13M +$481K +21,050 +76%
GLA
122
Good Life Advisors
Pennsylvania
$1.11M +$698K +30,545 +174%
GWM
123
Geneos Wealth Management
Colorado
$1.08M +$1.07M +46,646 New
TSWM
124
Tyler-Stone Wealth Management
Ohio
$1.05M +$1.04M +45,539 New
IFG
125
Independent Financial Group
California
$1.04M +$11.3K +495 +1%

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.