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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

152 hedge funds and large institutions have $1.13B invested in Capital Group Core Plus Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+32
Holders Change %
+26.67%
% of All Funds
2.23%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
36
Increased
88
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$41.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.3M
3
UBS Group
3
UBS Group
Switzerland
$52.4M
4
Wells Fargo
4
Wells Fargo
California
$47M
5
CA
5
Cetera Advisors
Colorado
$32.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$14.3M
2
WAM
2
WNY Asset Management
New York
$48.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.26M
4
Jane Street
4
Jane Street
New York
$27.8M
5
IA
5
IFP Advisors
Florida
$77.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
26
D.J. St. Germain
Massachusetts
$14.4M -$609K -26,840 -4%
Stifel Financial
27
Stifel Financial
Missouri
$14.3M -$5.67M -249,860 -28%
RJA
28
Raymond James & Associates
Florida
$13.7M +$12.7M +559,821 +1,258%
RA
29
Ruggaard & Associates
Ohio
$13.4M +$655K +28,861 +5%
IA
30
IAM Advisory
Pennsylvania
$13.1M +$168K +7,394 +1%
LNC
31
Lincoln National Corp
Pennsylvania
$11.7M +$2.33M +102,611 +25%
MHB
32
Midwest Heritage Bank
Iowa
$10.7M +$248K +10,918 +2%
Truist Financial
33
Truist Financial
North Carolina
$10.4M +$10.1M +446,994 +3,689%
FCA
34
FinTrust Capital Advisors
South Carolina
$10.4M +$2.06M +90,740 +25%
FWM
35
Fortress Wealth Management
California
$9.94M +$739K +32,573 +8%
CWS
36
Confluence Wealth Services
Pennsylvania
$8.8M +$8.8M +387,587 New
CCM
37
Condor Capital Management
New Jersey
$8.72M +$8.72M +384,088 New
AFA
38
AA Financial Advisors
Ohio
$7.91M +$7.91M +348,625 New
NECFA
39
New England Capital Financial Advisors
Connecticut
$7.89M +$2.87M +126,532 +57%
DADC
40
D.A. Davidson & Co
Montana
$7.26M -$276K -12,142 -4%
CFGF
41
Compass Financial Group (Florida)
Florida
$7.1M +$7.1M +312,753 New
CAN
42
Cetera Advisor Networks
California
$6.94M +$3.95M +174,119 +132%
MA
43
Mutual Advisors
Nebraska
$6.45M +$1.11M +48,945 +21%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$6.26M -$4.02M -177,268 -39%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$5.82M +$1.66M +73,173 +40%
CGPCS
46
Capital Group Private Client Services
California
$5.17M +$4.47M +197,063 +638%
PFS
47
Prospera Financial Services
Texas
$5.08M +$129K +5,701 +3%
LWMNY
48
Landmark Wealth Management (New York)
New York
$4.78M +$189K +8,334 +4%
ACA
49
Aptus Capital Advisors
Alabama
$4.58M +$4.57M +201,204 +28,743%
ASN
50
Advisory Services Network
Georgia
$4.55M +$4.55M +200,644 New
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