Capital Group Core Plus Income ETF
CGCP
239 hedge funds and large institutions have $2.98B 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.
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
18% more funds holding in top 10
Funds holding in top 10: 22 → 26 (+4)
18% more capital invested
Capital invested by funds: $2.54B → $2.98B (+$446M)
17% more funds holding
Funds holding: 205 → 239 (+34)
1.38% more ownership
Funds ownership: 73.94% → 75.32% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$73.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$68.4M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$56.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$47.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$17M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$13.6M |
| 3 |
Jane Street
New York
|
-$8.25M |
| 4 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$5.08M |
| 5 |
CCIA
Cherry Creek Investment Advisors
Englewood,
Colorado
|
-$3.26M |
CGCP Hedge Fund Activity: Q4 2024 in Review
239 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q4 2024, worth a combined $2.98B — up 18% 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 $2.98B of Capital Group Core Plus Income ETF stock for Q4 2024, up 18% 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.