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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

106 hedge funds and large institutions have $630M invested in Capital Group Core Plus Income ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.67%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
21
Increased
63
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$34.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.5M
4
CA
4
Cetera Advisors
Colorado
$16.3M
5
Wells Fargo
5
Wells Fargo
California
$26.2M

Top Sellers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$0
2
BCG
2
Breakwater Capital Group
New Jersey
$1.36M
3
YWS
3
Yarger Wealth Strategies
Ohio
$562K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Fortress Wealth Management
California
$8.13M +$3.7M +166,160 +83%
DADC
27
D.A. Davidson & Co
Montana
$6.19M -$14.4K -649 -0.2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.05M +$4.75M +213,371 +1,581%
NECFA
29
New England Capital Financial Advisors
Connecticut
$4.65M +$1.28M +57,399 +38%
LWMNY
30
Landmark Wealth Management (New York)
New York
$4.43M +$93.5K +4,202 +2%
AA
31
Advisory Alpha
Michigan
$3.53M +$3.29M +147,804 +1,381%
MA
32
Mutual Advisors
Nebraska
$3.3M -$147K -6,600 -4%
AWS
33
Atria Wealth Solutions
New York
$3.28M +$798K +35,865 +32%
AI
34
Atria Investments
North Carolina
$2.86M +$854K +38,384 +43%
KAS
35
Kestra Advisory Services
Texas
$2.69M +$2.37M +106,426 +730%
Capital International Investors
36
Capital International Investors
California
$2.67M +$1.16M +52,000 +76%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.67M +$2.67M +119,777 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$2.47M +$47.7K +2,143 +2%
OMC
39
Old Mission Capital
Illinois
$2.37M +$1.96M +88,018 +472%
FCA
40
FinTrust Capital Advisors
South Carolina
$2.15M – – –
PAG
41
Private Advisor Group
New Jersey
$2.11M +$324K +14,574 +18%
CAN
42
Cetera Advisor Networks
California
$1.97M +$575K +25,819 +41%
IA
43
Inspire Advisors
Idaho
$1.94M +$69.1K +3,103 +4%
IAIM
44
International Assets Investment Management
Florida
$1.93M +$1.93M +77,930 New
CP
45
Capital Planning
Washington
$1.85M -$126K -5,622 -6%
RWM
46
Revisor Wealth Management
Ohio
$1.74M +$233K +10,483 +16%
AAS
47
Avantax Advisory Services
Texas
$1.67M +$76.4K +3,431 +5%
MSWM
48
McGlone Suttner Wealth Management
Wisconsin
$1.56M +$1.56M +69,997 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.52M +$901K +40,501 +145%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.49M +$1.05M +47,055 +238%
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