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
YWS
126
Yarger Wealth Strategies
Ohio
$560K +$9.56K +431 +2%
CW
127
CreativeOne Wealth
Kansas
$545K -$52.7K -2,374 -9%
AFP
128
Ausdal Financial Partners
Iowa
$538K +$537K +24,199 New
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$537K +$84.2K +3,792 +19%
CFB
130
Cullen/Frost Bankers
Texas
$532K +$531K +23,927 New
AFA
131
American Financial Advisors
Georgia
$508K +$8.63K +389 +2%
TWP
132
Tempus Wealth Planning
California
$508K +$221K +9,954 +77%
WIP
133
WealthCare Investment Partners
Rhode Island
$493K -$12.8K -575 -3%
IA
134
IFG Advisory
Georgia
$491K +$92.5K +4,168 +23%
NS
135
NBC Securities
Alabama
$476K -$11.7K -527 -2%
AFA
136
Alpha Financial Advisors
North Carolina
$447K +$148K +6,681 +50%
BRWA
137
B. Riley Wealth Advisors
Florida
$440K +$439K +19,785 New
CFA
138
CWS Financial Advisors
Michigan
$439K +$101K +4,555 +30%
PS
139
Principal Securities
Iowa
$438K +$185K +8,340 +73%
GLA
140
Good Life Advisors
Pennsylvania
$390K -$27.5K -1,239 -7%
GKWIM
141
Gerber Kawasaki Wealth & Investment Management
California
$367K +$86.2K +3,885 +31%
DWP
142
Daymark Wealth Partners
Ohio
$355K +$35.7K +1,607 +11%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$347K +$346K +15,612 New
AAS
144
Asset Allocation Strategies
Michigan
$342K +$341K +15,387 New
GRP
145
Global Retirement Partners
California
$342K +$2.4K +108 +0.7%
USCWA
146
U.S. Capital Wealth Advisors
Texas
$330K +$329K +14,840 New
PA
147
PFG Advisors
Arizona
$327K +$327K +14,735 New
RW
148
Rockport Wealth
Ohio
$316K +$63.5K +2,861 +25%
BCG
149
Breakwater Capital Group
New Jersey
$313K +$22.5K +1,015 +8%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$310K +$308K +13,861 New

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.