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Capital Group Core Plus Income ETF
CGCP

171 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 120 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 16

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $1.13B → $1.49B (+$359M)

12% more funds holding

Funds holding: 153 → 171 (+18)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

2.85% less ownership

Funds ownership: 76.2% → 73.35% (-2.8%)

Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.24%
New
25
Increased
120
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$57.5M
2
Wells Fargo
Wells Fargo
California
+$52.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$51.6M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$26.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$36.9M
2
Jane Street
Jane Street
New York
-$11.8M
3
Truist Financial
Truist Financial
North Carolina
-$7.58M
4
CGPCS
Capital Group Private Client Services
California
-$3.35M
5
BBHC
Brown Brothers Harriman & Co
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$98.5M +$52.1M +2,314,640 +112%
Capital International Investors
2
Capital International Investors
California
$98M +$57.5M +2,555,581 +141%
JBA
3
Johnson Bixby & Associates
Washington
$74.7M +$9.11M +404,967 +14%
UBS Group
4
UBS Group
Switzerland
$64.3M +$12.5M +557,537 +24%
LPL Financial
5
LPL Financial
California
$59.5M +$15.7M +698,962 +36%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$57.3M +$51.6M +2,295,444 +895%
WAM
7
WNY Asset Management
New York
$55.9M +$7.54M +335,363 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$50.1M +$9.82M +436,353 +24%
SFA
9
Souders Financial Advisors
Ohio
$47.1M +$4.63M +205,682 +11%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$37.7M +$5.71M +253,727 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$37.1M +$8.12M +360,883 +28%
CA
12
Cetera Advisors
Colorado
$36.2M +$3.56M +158,419 +11%
MML Investors Services
13
MML Investors Services
Massachusetts
$36M +$6.07M +269,951 +20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.3M +$17.7M +788,941 +122%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$31M +$26.9M +1,197,668 +658%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$30.2M +$3.57M +158,615 +13%
Stifel Financial
17
Stifel Financial
Missouri
$28.6M +$14.5M +643,321 +102%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.7M -$36.9M -1,640,913 -59%
MSWM
19
McGlone Suttner Wealth Management
Wisconsin
$24.1M +$587K +26,112 +2%
IA
20
IAM Advisory
Pennsylvania
$23.3M +$10.3M +458,894 +79%
RJA
21
Raymond James & Associates
Florida
$22.8M +$9.21M +409,233 +68%
HI
22
Harbour Investments
Wisconsin
$22.5M +$5.33M +236,912 +31%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$22.3M +$1.17M +51,811 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$22M +$2.16M +96,107 +11%
AWC
25
Adamsbrown Wealth Consultants
Kansas
$21M +$1.16M +51,514 +6%
1
2 3 4 5

CGCP Hedge Fund Activity: Q1 2024 in Review

171 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q1 2024, worth a combined $1.49B — up 32% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCP positions and 5 closed out — a net gain of 20 holders — while 120 added to existing stakes and 16 trimmed.

The largest buyer was Capital International Investors, adding an estimated $57.5M. The largest seller was Osaic Holdings, cutting an estimated $36.9M.

  • 171 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q1 2024, up from 153 in Q4 2023.
  • Funds reported $1.49B of Capital Group Core Plus Income ETF stock for Q1 2024, up 32% quarter-over-quarter.
  • 25 funds opened new Capital Group Core Plus Income ETF positions in Q1 2024 and 5 closed out, a net change of +20 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q1 2024 was Capital International Investors, an estimated $57.5M added.
  • The largest Capital Group Core Plus Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2024.