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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
PS
151
Principal Securities
Iowa
$256K +$93.7K +4,165 +58%
RW
152
Rockport Wealth
Ohio
$255K +$256K +11,363 New
P
153
&Partners
Tennessee
$253K +$255K +11,325 New
NWMG
154
National Wealth Management Group
Ohio
$244K +$40.2K +1,785 +20%
SPIA
155
Steward Partners Investment Advisory
New York
$239K +$73.8K +3,281 +45%
EWP
156
Elevation Wealth Partners
California
$227K +$183K +8,129 +415%
IWC
157
Integrated Wealth Concepts
Massachusetts
$215K +$215K +9,555 New
CA
158
Carson Advisory
Georgia
$204K +$204K +9,062 New
FP
159
Financial Perspectives
Minnesota
$125K +$28.1K +1,247 +29%
BC
160
Barrett & Company
Rhode Island
$111K +$765 +34 +0.7%
IA
161
IFP Advisors
Florida
$76.8K +$562 +25 +0.7%
GWANC
162
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.2K +$12.4K +550 +20%
WAS
163
Winch Advisory Services
Wisconsin
$61.4K +$517 +23 +0.8%
CWM
164
CarsonAllaria Wealth Management
Illinois
$23.6K
CPA
165
Clear Point Advisors
New York
$17.5K
NA
166
NewEdge Advisors
Louisiana
$13.9K +$180 +8 +1%
LFG
167
Larson Financial Group
Missouri
$9.66K
CAM
168
Creekmur Asset Management
Illinois
$3.53K +$3.53K +157 New
SAM
169
Smartleaf Asset Management
Massachusetts
$1.57K +$1.57K +70 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$1.39K +$1.37K +61 +6,100%
IGWM
171
ICA Group Wealth Management
Colorado
$16 -$202 -9 -90%
BBHC
172
Brown Brothers Harriman & Co
New York
-$1.01M -44,338 Closed
IAIM
173
International Assets Investment Management
Florida
-$225K -9,900 Closed
FAIM
174
Financial Advocates Investment Management
Washington
-$205K -9,036 Closed
NFA
175
Northwest Financial Advisors
Virginia
-$55K -2,425 Closed

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.