We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF
CGCP

239 hedge funds and large institutions have $3.38B invested in Capital Group Core Plus Income ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

33% more capital invested

Capital invested by funds: $2.54B → $3.38B (+$840M)

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

17% more funds holding

Funds holding: 205 → 239 (+34)

1.38% more ownership

Funds ownership: 73.94% → 75.32% (+1.4%)

Holders
239
Holders Change
+34
Holders Change %
+16.59%
% of All Funds
3.15%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
51
Increased
139
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$73.8M
2
LPL Financial
LPL Financial
California
+$68.4M
3
Capital International Investors
Capital International Investors
California
+$56.9M
4
Wells Fargo
Wells Fargo
California
+$47.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.3M

Top Sellers

1
PSCM
Per Stirling Capital Management
Texas
-$17M
2
KAS
Kestra Advisory Services
Texas
-$13.6M
3
Jane Street
Jane Street
New York
-$8.25M
4
FWM
Fortress Wealth Management
California
-$5.08M
5
CCIA
Cherry Creek Investment Advisors
Colorado
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$395M +$66.6K +2,951 +20%
Capital International Investors
2
Capital International Investors
California
$301M +$56.9M +2,522,846 +23%
Morgan Stanley
3
Morgan Stanley
New York
$241M +$73.8M +3,270,404 +43%
Wells Fargo
4
Wells Fargo
California
$231M +$47.6M +2,111,261 +25%
LPL Financial
5
LPL Financial
California
$189M +$68.4M +3,030,805 +55%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$99.8M +$13.7M +606,369 +16%
JBA
7
Johnson Bixby & Associates
Washington
$97.7M +$7.61M +337,128 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$95.3M +$1.3M +57,639 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$93.5M +$95M +4,209,477 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$92.2M +$16.2M +719,801 +21%
UBS Group
11
UBS Group
Switzerland
$89.6M +$12.3M +543,243 +16%
WAM
12
WNY Asset Management
New York
$85.1M +$359K +15,900 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$65.4M +$7.34M +325,341 +12%
SFA
14
Souders Financial Advisors
Ohio
$55.4M +$4.02M +177,997 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$53.6M +$10.4M +460,025 +24%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$53.6M +$10M +444,281 +23%
MML Investors Services
17
MML Investors Services
Massachusetts
$49.7M +$4.63M +205,268 +10%
HI
18
Harbour Investments
Wisconsin
$43.4M +$5.17M +229,264 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$40.8M +$7.81M +346,246 +23%
Stifel Financial
20
Stifel Financial
Missouri
$37.7M +$3.69M +163,359 +11%
Osaic Holdings
21
Osaic Holdings
Arizona
$37.6M -$2.79M -123,468 -7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$35.2M +$1.46M +64,484 +4%
WTFG
23
Wood Tarver Financial Group
Idaho
$34.6M +$35.1M +1,556,695 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$34.1M +$24.3M +1,077,556 +234%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$26.8M +$7.93M +351,296 +41%
1
2 3 4 5

CGCP Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q4 2024, worth a combined $3.38B — up 33% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CGCP positions and 14 closed out — a net gain of 37 holders — while 139 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.8M. The largest seller was Per Stirling Capital Management, exiting entirely with an estimated $17M sold.

  • 239 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $3.38B of Capital Group Core Plus Income ETF stock for Q4 2024, up 33% quarter-over-quarter.
  • 51 funds opened new Capital Group Core Plus Income ETF positions in Q4 2024 and 14 closed out, a net change of +37 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $73.8M added.
  • The largest Capital Group Core Plus Income ETF seller in Q4 2024 was Per Stirling Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.