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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
Capital International Investors
1
Capital International Investors
California
$255M +$62.5M +2,737,460 +33%
Wells Fargo
2
Wells Fargo
California
$192M +$56.8M +2,486,903 +43%
Morgan Stanley
3
Morgan Stanley
New York
$175M +$85.7M +3,753,383 +98%
LPL Financial
4
LPL Financial
California
$127M +$51.4M +2,249,990 +69%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$97.9M +$21.6M +947,585 +29%
JBA
6
Johnson Bixby & Associates
Washington
$94M +$8.88M +388,649 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$89.9M +$15.5M +677,361 +21%
WAM
8
WNY Asset Management
New York
$88.3M +$24.9M +1,089,662 +40%
UBS Group
9
UBS Group
Switzerland
$80.7M +$3.61M +158,167 +5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$79.4M +$34.5M +1,511,864 +79%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$60.6M +$16.7M +731,316 +39%
RJA
12
Raymond James & Associates
Florida
$57.3M +$22.1M +967,129 +64%
SFA
13
Souders Financial Advisors
Ohio
$53.6M +$3.74M +163,735 +8%
MML Investors Services
14
MML Investors Services
Massachusetts
$47M +$4.54M +198,970 +11%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$45.6M +$9.21M +403,185 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$45.2M +$7.19M +314,833 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$42M +$1.98M +86,860 +5%
HI
18
Harbour Investments
Wisconsin
$39.9M +$12.5M +546,823 +46%
Stifel Financial
19
Stifel Financial
Missouri
$35.5M +$5.76M +252,242 +20%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$35.2M +$2.03M +89,070 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$34.5M +$10.9M +475,830 +47%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$29.4M +$51.4K +2,252 +0.2%
IA
23
IAM Advisory
Pennsylvania
$25.3M +$770K +33,708 +3%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$24.8M +$1.66M +72,760 +7%
BWP
25
Bernardo Wealth Planning
Pennsylvania
$24M +$2.18M +95,286 +10%

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.