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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
TC
176
Trilogy Capital
California
$297K +$293K +12,843 New
GWSG
177
GPS Wealth Strategies Group
Colorado
$295K +$294K +12,890 New
FFA
178
Frazier Financial Advisors
Ohio
$293K
PWA
179
Pillar Wealth Advisors
Pennsylvania
$285K -$22.8K -1,000 -8%
JCM
180
Jacobi Capital Management
Pennsylvania
$276K +$26.2K +1,146 +11%
NWMG
181
National Wealth Management Group
Ohio
$246K
SPIA
182
Steward Partners Investment Advisory
New York
$240K +$86.6K +3,791 +57%
MOS
183
MGO One Seven
Ohio
$232K +$229K +10,028 New
IWC
184
Integrated Wealth Concepts
Massachusetts
$211K -$9.71K -425 -4%
PTC
185
Private Trust Company
Ohio
$210K +$125K +5,465 +152%
CA
186
Carson Advisory
Georgia
$207K -$2.35K -103 -1%
HCP
187
Hexagon Capital Partners
Arkansas
$198K +$196K +8,584 New
EWP
188
Elevation Wealth Partners
California
$191K +$1.07K +47 +0.6%
IA
189
IFP Advisors
Florida
$134K +$69.8K +3,057 +111%
FP
190
Financial Perspectives
Minnesota
$129K
BC
191
Barrett & Company
Rhode Island
$114K +$46 +2 +0%
NA
192
NewEdge Advisors
Louisiana
$113K +$45.9K +2,008 +69%
NFA
193
Northwest Financial Advisors
Virginia
$109K +$108K +4,725 New
OW
194
Olistico Wealth
Oklahoma
$105K +$59.5K +2,607 +135%
CA
195
CoreCap Advisors
Michigan
$80.8K +$23.5K +1,027 +42%
ACA
196
Aptus Capital Advisors
Alabama
$77.5K
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$77.5K
WAS
198
Winch Advisory Services
Wisconsin
$64.5K +$525 +23 +0.8%
TCG
199
Transcendent Capital Group
Oklahoma
$53.3K +$52.6K +2,303 New
CFD
200
Creative Financial Designs
Indiana
$41K +$13.5K +590 +50%

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.