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Capital Group Core Plus Income ETF
CGCP

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: 17 → 19 (+2)

11% more funds holding

Funds holding: 171 → 190 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$87.3M
2
Morgan Stanley
Morgan Stanley
New York
+$82.6M
3
Wells Fargo
Wells Fargo
California
+$31.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$13.9M
2
ACA
Aptus Capital Advisors
Alabama
-$4.85M
3
PFS
Prospera Financial Services
Texas
-$3.59M
4
SMM
Stadion Money Management
Georgia
-$3.19M
5
AA
Advisory Alpha
Michigan
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$5.33M +$4.86M +218,885 +1,038%
LWMNY
52
Landmark Wealth Management (New York)
New York
$5.08M +$197K +8,872 +4%
WA
53
WBH Advisory
Maryland
$4.9M +$1.3M +58,684 +36%
NF
54
NavPoint Financial
Minnesota
$4.89M +$1.77M +79,881 +57%
ASN
55
Advisory Services Network
Georgia
$4.77M -$120K -5,411 -2%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$4.08M +$856K +38,554 +27%
PAG
57
Private Advisor Group
New Jersey
$4.04M +$536K +24,172 +15%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$4.03M +$864K +38,935 +27%
Mariner
59
Mariner
Kansas
$3.6M +$150K +6,758 +4%
AAS
60
Avantax Advisory Services
Texas
$3.46M +$758K +34,156 +28%
LWM
61
Lodestone Wealth Management
Washington
$3.32M +$11.9K +537 +0.4%
CCIA
62
Cherry Creek Investment Advisors
Colorado
$3.09M +$1.77M +79,545 +133%
SIM
63
Studio Investment Management
Illinois
$2.94M +$447K +20,129 +18%
APW
64
Acima Private Wealth
Virginia
$2.87M +$40.7K +1,832 +1%
IA
65
Inspire Advisors
Idaho
$2.8M +$169K +7,598 +6%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$2.76M +$1.3M +58,783 +90%
AWS
67
Atria Wealth Solutions
New York
$2.73M -$802K -36,146 -23%
EWA
68
EverSource Wealth Advisors
Alabama
$2.72M +$1.17M +52,698 +78%
BAM
69
Belpointe Asset Management
Nevada
$2.67M +$7.46K +336 +0.3%
SA
70
Sanctuary Advisors
Indiana
$2.62M +$2.65M +119,195 New
CWM
71
Cornerstone Wealth Management
Missouri
$2.43M -$65.1K -2,932 -3%
AF
72
Affiance Financial
Minnesota
$2.43M +$170K +7,667 +8%
KPWS
73
Kestra Private Wealth Services
Texas
$2.41M +$2.09M +93,962 +655%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$2.35M +$473K +21,328 +25%
KWM
75
Kingsview Wealth Management
Oregon
$2.32M +$778K +35,064 +51%
1 2
3
4 5

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.