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Capital Group Core Plus Income ETF

190 hedge funds and large institutions have $1.85B invested in Capital Group Core Plus Income ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 34

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $1.49B → $1.85B (+$356M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

11% more funds holding

Funds holding: 171190 (+19)

2.91% more ownership

Funds ownership: 73.35%76.26% (+2.9%)

Holders
190
Holders Change
+19
Holders Change %
+11.11%
% of All Funds
2.74%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.27%
New
32
Increased
114
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
26
Adamsbrown Wealth Consultants
Kansas
$22.2M +$1.42M +63,927 +7%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$21.2M +$3.67M +165,588 +21%
KAS
28
Kestra Advisory Services
Texas
$19.2M +$13M +583,546 +209%
MLRA
29
Main Line Retirement Advisors
Montana
$18.2M +$669K +30,153 +4%
FWS
30
FinDec Wealth Services
California
$18.1M +$3.2M +144,370 +22%
SMM
31
Stadion Money Management
Georgia
$17.5M -$3.19M -143,548 -15%
DJSG
32
D.J. St. Germain
Massachusetts
$17.1M +$1.91M +86,134 +13%
MHB
33
Midwest Heritage Bank
Iowa
$15.9M +$2.03M +91,577 +15%
CWS
34
Confluence Wealth Services
Pennsylvania
$15.2M +$1.89M +84,995 +14%
CCM
35
Condor Capital Management
New Jersey
$14.2M +$1.11M +50,096 +8%
RA
36
Ruggaard & Associates
Ohio
$13.9M +$145K +6,543 +1%
FCA
37
FinTrust Capital Advisors
South Carolina
$13.5M +$1.82M +82,186 +16%
IPA
38
Investment Planning Advisors
Georgia
$12.6M +$12.6M +568,531 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$988K +44,535 +10%
DADC
40
D.A. Davidson & Co
Montana
$10.7M +$712K +32,094 +7%
MA
41
Mutual Advisors
Nebraska
$10.1M +$2.31M +104,083 +31%
CWA
42
Clearview Wealth Advisors
Oregon
$9.9M +$9.89M +445,429 New
AFA
43
AA Financial Advisors
Ohio
$9.79M +$1.6M +71,957 +20%
FWM
44
Fortress Wealth Management
California
$9.72M -$25.1K -1,133 -0.3%
NECFA
45
New England Capital Financial Advisors
Connecticut
$8.52M +$273K +12,318 +3%
KIM
46
Kestra Investment Management
Texas
$7.28M +$7.27M +327,438 New
CFGF
47
Compass Financial Group (Florida)
Florida
$7.02M +$22.9K +1,033 +0.3%
CIA
48
Concurrent Investment Advisors
Florida
$6.84M +$2.51M +113,279 +58%
BAG
49
Bridgewealth Advisory Group
California
$5.72M +$2.04M +91,890 +56%
Citadel Advisors
50
Citadel Advisors
Florida
$5.52M +$873K +39,318 +19%

CGCP Hedge Fund Activity: Q2 2024 in Review

190 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q2 2024, worth a combined $1.85B — up 24% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGCP positions and 10 closed out — a net gain of 22 holders — while 114 added to existing stakes and 34 trimmed.

The largest buyer was Capital International Investors, adding an estimated $87.3M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $13.9M sold.

  • 190 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q2 2024, up from 171 in Q1 2024.
  • Funds reported $1.85B of Capital Group Core Plus Income ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 32 funds opened new Capital Group Core Plus Income ETF positions in Q2 2024 and 10 closed out, a net change of +22 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q2 2024 was Capital International Investors, an estimated $87.3M added.
  • The largest Capital Group Core Plus Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2024.