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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
KCIC
151
Kuhn & Co Investment Counsel
Illinois
$309K +$27K +1,215 +10%
SOS
152
Silver Oak Securities
Tennessee
$306K -$47.4K -2,135 -13%
LFAS
153
Level Four Advisory Services
Texas
$305K +$305K +13,728 New
PWA
154
Pillar Wealth Advisors
Pennsylvania
$296K -$167K -7,542 -36%
H
155
HoyleCohen
California
$292K
TI
156
tru Independence
Oregon
$287K -$43K -1,939 -13%
FFA
157
Frazier Financial Advisors
Ohio
$282K
WWP
158
WR Wealth Planners
Missouri
$282K -$67 -3 -0%
SFC
159
Swisher Financial Concepts
Ohio
$272K +$272K +12,274 New
AWA
160
Arkadios Wealth Advisors
Georgia
$267K +$266K +12,006 New
JCM
161
Jacobi Capital Management
Pennsylvania
$240K +$239K +10,781 New
NWMG
162
National Wealth Management Group
Ohio
$236K -$4.99K -225 -2%
DFG
163
Delta Financial Group
New Jersey
$224K +$224K +10,073 New
IWC
164
Integrated Wealth Concepts
Massachusetts
$212K
WIA
165
World Investment Advisors
California
$211K +$211K +9,507 New
CA
166
Carson Advisory
Georgia
$201K
EWP
167
Elevation Wealth Partners
California
$183K -$41.4K -1,867 -19%
SPIA
168
Steward Partners Investment Advisory
New York
$147K -$89.7K -4,041 -38%
FP
169
Financial Perspectives
Minnesota
$124K
BC
170
Barrett & Company
Rhode Island
$110K +$266 +12 +0.2%
Bank of America
171
Bank of America
North Carolina
$110K -$167K -7,544 -60%
PTC
172
Private Trust Company
Ohio
$80K +$79.9K +3,599 New
ACA
173
Aptus Capital Advisors
Alabama
$74.4K -$4.85M -218,591 -98%
GWANC
174
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.4K
NA
175
NewEdge Advisors
Louisiana
$64.4K +$50.6K +2,279 +368%

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.