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
CIAS
201
Capital Investment Advisory Services
North Carolina
$34.5K +$34.1K +1,492 New
AI
202
Arvest Investments
Arkansas
$26.5K
CWM
203
CarsonAllaria Wealth Management
Illinois
$24.3K
CPA
204
Clear Point Advisors
New York
$18K
LFG
205
Larson Financial Group
Missouri
$9.94K
HNB
206
Huntington National Bank
Ohio
$1.55K
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
-$2.35M -105,867 Closed
SPC
208
Sigma Planning Corp
Michigan
-$1.7M -76,473 Closed
Renaissance Technologies
209
Renaissance Technologies
New York
-$1.21M -54,304 Closed
Goldman Sachs
210
Goldman Sachs
New York
-$778K -35,000 Closed
SW
211
Simplicity Wealth
New Jersey
-$662K -29,803 Closed
BRWA
212
B. Riley Wealth Advisors
Florida
-$440K -19,785 Closed
RW
213
Rockport Wealth
Ohio
-$316K -14,224 Closed
Bank of America
214
Bank of America
North Carolina
-$110K -4,936 Closed
RCM
215
Raleigh Capital Management
North Carolina
-$28.1K -1,264 Closed
MHR
216
Matthew Hamilton Rosenberg
-$24K -1,086 Closed
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
-$5.42K -244 Closed
FFA
218
Farther Finance Advisors
California
-$400 -18 Closed
Fidelity Investments
219
Fidelity Investments
Massachusetts
-$22 -1 Closed

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.