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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
NS
126
NBC Securities
Alabama
$493K -$48.4K -2,152 -9%
FPGK
127
Financial Partners Group (Kansas)
Kansas
$484K +$485K +21,564 New
Jones Financial Companies
128
Jones Financial Companies
Missouri
$474K +$475K +21,097 New
PWA
129
Pillar Wealth Advisors
Pennsylvania
$469K +$292 +13 +0.1%
TA
130
TrueWealth Advisors
Alabama
$468K +$469K +20,836 New
HGERS
131
Householder Group Estate & Retirement Specialist
Arizona
$458K +$35.4K +1,575 +8%
CWP
132
Core Wealth Partners
California
$442K +$443K +19,700 New
GLA
133
Good Life Advisors
Pennsylvania
$422K +$1.69K +75 +0.4%
IA
134
IFG Advisory
Georgia
$403K +$403K +17,936 New
SOS
135
Silver Oak Securities
Tennessee
$357K +$13.9K +619 +4%
GRP
136
Global Retirement Partners
California
$343K +$247 +11 +0.1%
CFA
137
CWS Financial Advisors
Michigan
$342K +$26.7K +1,187 +8%
TI
138
tru Independence
Oregon
$334K -$443K -19,676 -57%
DWP
139
Daymark Wealth Partners
Ohio
$323K
KPWS
140
Kestra Private Wealth Services
Texas
$322K +$323K +14,356 New
BWM
141
BlackDiamond Wealth Management
New York
$303K +$67.9K +3,017 +29%
AFA
142
Alpha Financial Advisors
North Carolina
$301K
H
143
HoyleCohen
California
$295K
BCG
144
Breakwater Capital Group
New Jersey
$294K +$19.3K +859 +7%
TWP
145
Tempus Wealth Planning
California
$290K +$290K +12,911 New
KCIC
146
Kuhn & Co Investment Counsel
Illinois
$285K
FFA
147
Frazier Financial Advisors
Ohio
$285K
WWP
148
WR Wealth Planners
Missouri
$285K +$285K +12,691 New
GKWIM
149
Gerber Kawasaki Wealth & Investment Management
California
$284K +$284K +12,636 New
Bank of America
150
Bank of America
North Carolina
$280K +$281K +12,480 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.