We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF

205 hedge funds and large institutions have $2.54B invested in Capital Group Core Plus Income ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 139 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 23

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

37% more capital invested

Capital invested by funds: $1.85B → $2.54B (+$692M)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

8% more funds holding

Funds holding: 190205 (+15)

2.32% less ownership

Funds ownership: 76.26%73.94% (-2.3%)

Holders
205
Holders Change
+15
Holders Change %
+7.89%
% of All Funds
2.94%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
31
Increased
139
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$1.03M -$2.72K -119 -0.3%
CFB
127
Cullen/Frost Bankers
Texas
$1.02M +$464K +20,328 +85%
JP Morgan Chase
128
JP Morgan Chase
New York
$977K -$77.5K -3,395 -7%
AI
129
Atria Investments
North Carolina
$952K -$48.6K -2,127 -5%
TA
130
TrueWealth Advisors
Alabama
$945K +$151K +6,619 +19%
CIC
131
Carnegie Investment Counsel
Ohio
$873K +$862K +37,750 New
IPW
132
Intergy Private Wealth
Colorado
$871K +$29K +1,268 +3%
PFG
133
Prosperity Financial Group
California
$845K +$158K +6,935 +23%
GKWIM
134
Gerber Kawasaki Wealth & Investment Management
California
$841K +$454K +19,862 +120%
MWM
135
Meridian Wealth Management
Kentucky
$792K +$782K +34,256 New
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$742K +$376K +16,481 +106%
RA
137
RFG Advisory
Alabama
$733K +$104K +4,540 +17%
OL
138
Owen LaRue
Kentucky
$694K +$685K +30,000 New
BFG
139
Bleakley Financial Group
New Jersey
$689K
CWC
140
Carolinas Wealth Consulting
North Carolina
$678K +$70.2K +3,075 +12%
TWP
141
Tempus Wealth Planning
California
$675K +$145K +6,346 +28%
IA
142
IFG Advisory
Georgia
$672K +$159K +6,942 +31%
MWP
143
Madison Wealth Partners
Wisconsin
$660K -$2.63K -115 -0.4%
PS
144
Principal Securities
Iowa
$650K +$192K +8,402 +43%
WCM
145
Wealthcare Capital Management
Virginia
$636K +$14.8K +649 +2%
PA
146
PFG Advisors
Arizona
$621K +$277K +12,143 +82%
AAS
147
Asset Allocation Strategies
Michigan
$612K +$253K +11,067 +72%
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$610K +$50.9K +2,230 +9%
TWM
149
Tradition Wealth Management
Minnesota
$581K -$114K -4,974 -17%
CW
150
CreativeOne Wealth
Kansas
$556K -$10.6K -466 -2%

CGCP Hedge Fund Activity: Q3 2024 in Review

205 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2024, worth a combined $2.54B — up 37% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CGCP positions and 13 closed out — a net gain of 18 holders — while 139 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.7M. The largest seller was Jane Street, cutting an estimated $16.1M.

  • 205 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2024, up from 190 in Q2 2024.
  • Funds reported $2.54B of Capital Group Core Plus Income ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 31 funds opened new Capital Group Core Plus Income ETF positions in Q3 2024 and 13 closed out, a net change of +18 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $85.7M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2024 was Jane Street, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.