We are live on ! Find out more
CGCP icon

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
HAIM
101
Hunter Associates Investment Management
Pennsylvania
$1.14M +$1.13M +51,091 New
PPWP
102
Premier Path Wealth Partners
New Jersey
$1.08M +$1.08M +48,604 New
CWP
103
Core Wealth Partners
California
$1.07M +$635K +28,619 +145%
JP Morgan Chase
104
JP Morgan Chase
New York
$1.05M -$291K -13,128 -22%
AF
105
Allworth Financial
California
$1.01M +$452K +20,386 +84%
IFG
106
Independent Financial Group
California
$985K +$91.6K +4,129 +10%
AI
107
Atria Investments
North Carolina
$962K -$37.6K -1,693 -4%
AF
108
Advisornet Financial
Minnesota
$920K +$141K +6,352 +18%
FMN
109
Financial Management Network
California
$891K +$77K +3,470 +10%
IPW
110
Intergy Private Wealth
Colorado
$809K +$269K +12,126 +50%
SWM
111
Silverlake Wealth Management
Vermont
$805K +$29.3K +1,321 +4%
Goldman Sachs
112
Goldman Sachs
New York
$778K +$777K +35,000 New
TA
113
TrueWealth Advisors
Alabama
$761K +$297K +13,403 +64%
BCA
114
Bay Colony Advisors
Massachusetts
$715K -$2.11K -95 -0.3%
FPGK
115
Financial Partners Group (Kansas)
Kansas
$678K +$199K +8,968 +42%
TWM
116
Tradition Wealth Management
Minnesota
$669K -$3.17K -143 -0.5%
BFG
117
Bleakley Financial Group
New Jersey
$662K -$73K -3,291 -10%
SW
118
Simplicity Wealth
New Jersey
$662K -$73K -3,291 -10%
PFG
119
Prosperity Financial Group
California
$658K +$100K +4,525 +18%
MWP
120
Madison Wealth Partners
Wisconsin
$637K
RIL
121
Rothschild Investment LLC
Illinois
$617K +$91K +4,100 +17%
FFS
122
Founders Financial Securities
Maryland
$608K +$1.4K +63 +0.2%
RA
123
RFG Advisory
Alabama
$603K +$67.8K +3,053 +13%
WCM
124
Wealthcare Capital Management
Virginia
$597K +$64.7K +2,915 +12%
CWC
125
Carolinas Wealth Consulting
North Carolina
$584K +$17.8K +801 +3%

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.