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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
WAS
176
Winch Advisory Services
Wisconsin
$61.5K +$732 +33 +1%
IA
177
IFP Advisors
Florida
$61K -$15K -677 -20%
CA
178
CoreCap Advisors
Michigan
$54.9K +$54.8K +2,469 New
OW
179
Olistico Wealth
Oklahoma
$42.9K +$42.9K +1,931 New
IGWM
180
ICA Group Wealth Management
Colorado
$35.6K +$35.5K +1,600 +160,000%
RCM
181
Raleigh Capital Management
North Carolina
$28.1K +$28.1K +1,264 New
CFD
182
Creative Financial Designs
Indiana
$26.3K +$26.3K +1,184 New
AI
183
Arvest Investments
Arkansas
$25.4K +$25.4K +1,145 New
MHR
184
Matthew Hamilton Rosenberg
$24K +$24.1K +1,086 New
CWM
185
CarsonAllaria Wealth Management
Illinois
$23.3K
CPA
186
Clear Point Advisors
New York
$17.3K
LFG
187
Larson Financial Group
Missouri
$9.55K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$5.42K +$5.42K +244 New
HNB
189
Huntington National Bank
Ohio
$1.49K
FFA
190
Farther Finance Advisors
California
$400 +$399 +18 New
Fidelity Investments
191
Fidelity Investments
Massachusetts
$22 -$1.35K -61 -98%
LNC
192
Lincoln National Corp
Pennsylvania
-$13.9M -618,333 Closed
DWM
193
Dechtman Wealth Management
Colorado
-$2.11M -93,731 Closed
OMC
194
Old Mission Capital
Illinois
-$1.84M -81,985 Closed
FTUS
195
Flow Traders U.S.
New York
-$1.67M -74,514 Closed
HIC
196
Hartline Investment Corp
Illinois
-$725K -32,278 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
-$710K -31,617 Closed
LNWWM
198
Laird Norton Wetherby Wealth Management
California
-$495K -22,024 Closed
BWM
199
BlackDiamond Wealth Management
New York
-$303K -13,508 Closed
CAM
200
Creekmur Asset Management
Illinois
-$3.53K -157 Closed

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.