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Capital Group Core Plus Income ETF
CGCP

171 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 120 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 16

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $1.13B → $1.49B (+$359M)

12% more funds holding

Funds holding: 153 → 171 (+18)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

2.85% less ownership

Funds ownership: 76.2% → 73.35% (-2.8%)

Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.24%
New
25
Increased
120
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$57.5M
2
Wells Fargo
Wells Fargo
California
+$52.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$51.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$26.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$36.9M
2
Jane Street
Jane Street
New York
-$11.8M
3
Truist Financial
Truist Financial
North Carolina
-$7.58M
4
CGPCS
Capital Group Private Client Services
California
-$3.35M
5
BBHC
Brown Brothers Harriman & Co
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
76
Capital Planning
Washington
$2.02M +$45.7K +2,033 +2%
SCM
77
SOL Capital Management
Maryland
$1.91M +$329K +14,644 +21%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$1.9M +$1.38M +61,479 +267%
OMC
79
Old Mission Capital
Illinois
$1.84M +$161K +7,147 +10%
DC
80
Davenport & Co
Virginia
$1.78M +$248K +11,016 +16%
CGPCS
81
Capital Group Private Client Services
California
$1.78M -$3.35M -148,731 -65%
FTUS
82
Flow Traders U.S.
New York
$1.67M +$1.68M +74,514 New
CA
83
Continuum Advisory
Idaho
$1.58M +$427K +18,980 +36%
NFG
84
Nations Financial Group
Iowa
$1.57M +$378K +16,792 +32%
KWM
85
Kingsview Wealth Management
Oregon
$1.56M +$79K +3,513 +5%
CFGS
86
Concourse Financial Group Securities
Alabama
$1.55M +$280K +12,440 +22%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.48M +$204K +9,070 +16%
EWA
88
EverSource Wealth Advisors
Alabama
$1.47M +$996K +44,260 +192%
ATPW
89
Ashton Thomas Private Wealth
Arizona
$1.46M +$910K +40,458 +163%
JP Morgan Chase
90
JP Morgan Chase
New York
$1.36M +$1.25M +55,728 +1,129%
LWM
91
LongView Wealth Management
Georgia
$1.35M +$88.4K +3,928 +7%
CCIA
92
Cherry Creek Investment Advisors
Colorado
$1.34M +$151K +6,730 +13%
OC
93
Oppenheimer & Co
New York
$1.24M +$240K +10,689 +24%
Comerica Bank
94
Comerica Bank
Texas
$1.18M +$98.1K +4,361 +9%
AAS
95
Ameritas Advisory Services
Nebraska
$1.17M +$1.19M +52,989 New
MFG
96
Merit Financial Group
Georgia
$1.12M +$42.1K +1,873 +4%
EH
97
Equitable Holdings
New York
$1.09M +$1.1M +48,711 New
MSAM
98
Moloney Securities Asset Management
Missouri
$1.07M -$207K -9,194 -16%
VA
99
Valmark Advisers
Ohio
$1.07M +$85.2K +3,786 +9%
AI
100
Atria Investments
North Carolina
$1.01M -$997K -44,313 -50%
2 3
4
5 6

CGCP Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q1 2024, worth a combined $1.49B — up 32% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCP positions and 5 closed out — a net gain of 20 holders — while 120 added to existing stakes and 16 trimmed.

The largest buyer was Capital International Investors, adding an estimated $57.5M. The largest seller was Osaic Holdings, cutting an estimated $36.9M.

  • 171 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $1.49B of Capital Group Core Plus Income ETF stock for Q1 2024, up 32% quarter-over-quarter.
  • 25 funds opened new Capital Group Core Plus Income ETF positions in Q1 2024 and 5 closed out, a net change of +20 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q1 2024 was Capital International Investors, an estimated $57.5M added.
  • The largest Capital Group Core Plus Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2024.