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Capital Group Core Plus Income ETF
CGCP

239 hedge funds and large institutions have $3.38B invested in Capital Group Core Plus Income ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

33% more capital invested

Capital invested by funds: $2.54B → $3.38B (+$840M)

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

17% more funds holding

Funds holding: 205 → 239 (+34)

1.38% more ownership

Funds ownership: 73.94% → 75.32% (+1.4%)

Holders
239
Holders Change
+34
Holders Change %
+16.59%
% of All Funds
3.15%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
51
Increased
139
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$73.8M
2
LPL Financial
LPL Financial
California
+$68.4M
3
Capital International Investors
Capital International Investors
California
+$56.9M
4
Wells Fargo
Wells Fargo
California
+$47.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.3M

Top Sellers

Rank Fund Capital Flow
1
PSCM
Per Stirling Capital Management
Texas
-$17M
2
KAS
Kestra Advisory Services
Texas
-$13.6M
3
Jane Street
Jane Street
New York
-$8.25M
4
FWM
Fortress Wealth Management
California
-$5.08M
5
CCIA
Cherry Creek Investment Advisors
Colorado
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$4.7M +$1.15M +50,925 +32%
KPWS
77
Kestra Private Wealth Services
Texas
$4.58M +$1.73M +76,809 +59%
MFN
78
Midwest Financial Network
Illinois
$4.5M +$4.57M +202,708 New
EW
79
Entruity Wealth
California
$4.33M +$4.4M +195,195 New
GWM
80
Geneos Wealth Management
Colorado
$4.21M +$3.23M +143,062 +307%
KWM
81
Kingsview Wealth Management
Oregon
$4.02M +$288K +12,742 +8%
SIM
82
Studio Investment Management
Illinois
$3.96M +$504K +22,318 +14%
EH
83
Equitable Holdings
New York
$3.47M +$1.25M +55,497 +55%
VA
84
Valmark Advisers
Ohio
$3.45M +$1.5M +66,466 +75%
SA
85
Sovran Advisors
California
$3.45M +$3.54M +156,866 New
IA
86
Inspire Advisors
Idaho
$3.24M +$103K +4,575 +3%
FTUS
87
Flow Traders U.S.
New York
$3.11M -$341K -15,125 -10%
BAM
88
Belpointe Asset Management
Nevada
$2.93M – – –
AF
89
Affiance Financial
Minnesota
$2.91M +$164K +7,276 +6%
CA
90
Continuum Advisory
Idaho
$2.9M +$257K +11,376 +10%
WWM
91
Western Wealth Management
Colorado
$2.89M +$1.01M +44,935 +53%
LFAS
92
Level Four Advisory Services
Texas
$2.89M +$453K +20,078 +18%
CGPCS
93
Capital Group Private Client Services
California
$2.82M +$223K +9,888 +8%
SFC
94
Swisher Financial Concepts
Ohio
$2.76M -$1.53M -67,639 -35%
PFS
95
Prospera Financial Services
Texas
$2.76M +$876K +38,837 +45%
SAM
96
Smartleaf Asset Management
Massachusetts
$2.75M +$547K +24,249 +24%
FFS
97
Forge Financial Services
Oklahoma
$2.74M +$2.77M +122,819 New
ASN
98
Advisory Services Network
Georgia
$2.69M -$2.11M -93,521 -44%
RIL
99
Rothschild Investment LLC
Illinois
$2.66M +$1.6M +71,100 +146%
Truist Financial
100
Truist Financial
North Carolina
$2.57M -$817K -36,223 -24%
2 3
4
5 6

CGCP Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q4 2024, worth a combined $3.38B — up 33% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CGCP positions and 14 closed out — a net gain of 37 holders — while 139 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.8M. The largest seller was Per Stirling Capital Management, exiting entirely with an estimated $17M sold.

  • 239 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $3.38B of Capital Group Core Plus Income ETF stock for Q4 2024, up 33% quarter-over-quarter.
  • 51 funds opened new Capital Group Core Plus Income ETF positions in Q4 2024 and 14 closed out, a net change of +37 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $73.8M added.
  • The largest Capital Group Core Plus Income ETF seller in Q4 2024 was Per Stirling Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.