We are live on ! Find out more
CGCP icon

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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$2.27M +$811K +36,548 +56%
SFWC
77
Strategic Family Wealth Counselors
New Jersey
$2.27M -$24.3K -1,097 -1%
SCM
78
SOL Capital Management
Maryland
$2.22M +$339K +15,286 +18%
CP
79
Capital Planning
Washington
$2.03M +$43.8K +1,972 +2%
Truist Financial
80
Truist Financial
North Carolina
$1.97M -$736K -33,169 -27%
DC
81
Davenport & Co
Virginia
$1.96M +$200K +9,010 +11%
CGPCS
82
Capital Group Private Client Services
California
$1.92M +$162K +7,309 +9%
MFG
83
Merit Financial Group
Georgia
$1.91M +$785K +35,360 +70%
PFS
84
Prospera Financial Services
Texas
$1.87M -$3.59M -161,919 -66%
CA
85
Continuum Advisory
Idaho
$1.76M +$173K +7,794 +11%
SPC
86
Sigma Planning Corp
Michigan
$1.7M -$935K -42,152 -36%
OC
87
Oppenheimer & Co
New York
$1.66M +$434K +19,535 +35%
EH
88
Equitable Holdings
New York
$1.65M +$571K +25,715 +53%
DAS
89
Dynamic Advisor Solutions
Arizona
$1.64M +$1.63M +73,616 New
AA
90
Advisory Alpha
Michigan
$1.6M -$2.42M -109,058 -60%
VA
91
Valmark Advisers
Ohio
$1.56M +$506K +22,822 +48%
MSAM
92
Moloney Securities Asset Management
Missouri
$1.51M +$451K +20,321 +43%
NFG
93
Nations Financial Group
Iowa
$1.51M -$47.8K -2,155 -3%
CFGS
94
Concourse Financial Group Securities
Alabama
$1.41M -$123K -5,554 -8%
LWM
95
LongView Wealth Management
Georgia
$1.35M +$10.9K +492 +0.8%
WWM
96
Western Wealth Management
Colorado
$1.3M +$629K +28,338 +94%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.21M +$1.21M +54,304 New
Comerica Bank
98
Comerica Bank
Texas
$1.2M +$36.9K +1,664 +3%
AAS
99
Ameritas Advisory Services
Nebraska
$1.19M +$12.4K +557 +1%
P
100
&Partners
Tennessee
$1.15M +$899K +40,495 +358%
2 3
4
5 6

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.