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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
Capital International Investors
1
Capital International Investors
California
$184M +$87.3M +3,935,831 +90%
Wells Fargo
2
Wells Fargo
California
$129M +$31.8M +1,431,929 +33%
Morgan Stanley
3
Morgan Stanley
New York
$84.9M +$82.6M +3,723,663 +3,772%
JBA
4
Johnson Bixby & Associates
Washington
$81.7M +$7.8M +351,363 +11%
UBS Group
5
UBS Group
Switzerland
$74.1M +$10.4M +467,762 +16%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$73M +$16.3M +733,795 +29%
LPL Financial
7
LPL Financial
California
$72M +$13.1M +590,788 +22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$71.3M +$21.8M +981,628 +44%
WAM
9
WNY Asset Management
New York
$60.7M +$5.37M +241,927 +10%
SFA
10
Souders Financial Advisors
Ohio
$47.9M +$1.23M +55,471 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$42.7M +$5.4M +243,127 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$42M +$5.28M +238,137 +14%
MML Investors Services
13
MML Investors Services
Massachusetts
$40.8M +$5.11M +230,201 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$38.5M +$13M +586,266 +51%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.5M +$4.52M +203,469 +14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$34.8M +$4.9M +220,931 +16%
RJA
17
Raymond James & Associates
Florida
$33.6M +$11.1M +499,165 +49%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$31.8M +$1.16M +52,274 +4%
Jane Street
19
Jane Street
New York
$30M +$14.4M +650,304 +93%
Stifel Financial
20
Stifel Financial
Missouri
$28.5M +$168K +7,553 +0.6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$28.2M +$6.42M +289,426 +30%
HI
22
Harbour Investments
Wisconsin
$26.2M +$3.91M +175,983 +18%
MSWM
23
McGlone Suttner Wealth Management
Wisconsin
$23.7M -$580K -26,112 -2%
IA
24
IAM Advisory
Pennsylvania
$23.6M +$564K +25,422 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$22.6M +$590K +26,585 +3%

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.