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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
YWS
151
Yarger Wealth Strategies
Ohio
$555K -$27.5K -1,204 -5%
CFA
152
CWS Financial Advisors
Michigan
$532K +$74.6K +3,264 +17%
FFS
153
Founders Financial Securities
Maryland
$531K -$100K -4,388 -16%
WIA
154
World Investment Advisors
California
$531K +$307K +13,450 +141%
FPGK
155
Financial Partners Group (Kansas)
Kansas
$528K -$176K -7,685 -25%
AIM
156
Anchor Investment Management
South Carolina
$513K +$507K +22,203 New
WIP
157
WealthCare Investment Partners
Rhode Island
$513K +$6.4K +280 +1%
SOS
158
Silver Oak Securities
Tennessee
$506K +$185K +8,103 +59%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$483K +$477K +20,897 New
AFA
160
American Financial Advisors
Georgia
$479K -$49.6K -2,170 -9%
AWA
161
Arkadios Wealth Advisors
Georgia
$466K +$186K +8,160 +68%
NS
162
NBC Securities
Alabama
$415K -$79.2K -3,469 -16%
DFG
163
Delta Financial Group
New Jersey
$405K +$170K +7,454 +74%
TI
164
tru Independence
Oregon
$400K +$99.8K +4,370 +34%
DWP
165
Daymark Wealth Partners
Ohio
$386K +$16.1K +704 +4%
BCG
166
Breakwater Capital Group
New Jersey
$370K +$44.1K +1,929 +14%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$351K +$7.61K +333 +2%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$343K +$22K +962 +7%
DTC
169
Davidson Trust Company
Washington
$332K +$328K +14,349 New
KCIC
170
Kuhn & Co Investment Counsel
Illinois
$328K +$5.85K +256 +2%
TF
171
Tudor Financial
Ohio
$323K +$320K +13,989 New
TWM
172
Trinity Wealth Management
Pennsylvania
$322K +$319K +13,947 New
AFA
173
Alpha Financial Advisors
North Carolina
$310K -$153K -6,681 -33%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$304K +$300K +13,137 New
WWP
175
WR Wealth Planners
Missouri
$300K +$6.46K +283 +2%

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.