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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

170 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
25
Increased
119
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$98M
2
Wells Fargo
2
Wells Fargo
California
$98.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$57.3M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.7M
2
Jane Street
2
Jane Street
New York
$15.7M
3
Truist Financial
3
Truist Financial
North Carolina
$2.74M
4
CGPCS
4
Capital Group Private Client Services
California
$1.78M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
26
Stadion Money Management
Georgia
$20.9M +$786K +34,999 +4%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$17.7M +$2.31M +102,697 +15%
MLRA
28
Main Line Retirement Advisors
Montana
$17.7M +$1.87M +83,405 +12%
Jane Street
29
Jane Street
New York
$15.7M -$11.8M -525,063 -43%
DJSG
30
D.J. St. Germain
Massachusetts
$15.3M +$1.09M +48,639 +8%
FWS
31
FinDec Wealth Services
California
$15M -$481K -21,412 -3%
MHB
32
Midwest Heritage Bank
Iowa
$14M +$3.42M +152,446 +32%
RA
33
Ruggaard & Associates
Ohio
$13.9M +$615K +27,403 +5%
LNC
34
Lincoln National Corp
Pennsylvania
$13.9M +$2.34M +103,991 +20%
CWS
35
Confluence Wealth Services
Pennsylvania
$13.5M +$4.79M +213,243 +55%
CCM
36
Condor Capital Management
New Jersey
$13.3M +$4.64M +206,537 +54%
CAN
37
Cetera Advisor Networks
California
$12.9M +$6.04M +269,062 +88%
FCA
38
FinTrust Capital Advisors
South Carolina
$11.8M +$1.49M +66,419 +14%
DADC
39
D.A. Davidson & Co
Montana
$10.1M +$2.89M +128,495 +40%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$9.89M +$3.7M +164,676 +60%
FWM
41
Fortress Wealth Management
California
$9.85M +$14.6K +649 +0.1%
RG
42
Retirement Group
California
$9.52M +$9.52M +423,817 New
NECFA
43
New England Capital Financial Advisors
Connecticut
$8.33M +$523K +23,294 +7%
AFA
44
AA Financial Advisors
Ohio
$8.28M +$454K +20,194 +6%
MA
45
Mutual Advisors
Nebraska
$7.63M +$1.25M +55,699 +20%
CFGF
46
Compass Financial Group (Florida)
Florida
$7.01M -$10.8K -479 -0.2%
KAS
47
Kestra Advisory Services
Texas
$6.28M +$1.88M +83,889 +43%
PFS
48
Prospera Financial Services
Texas
$5.53M +$499K +22,225 +10%
ACA
49
Aptus Capital Advisors
Alabama
$4.98M +$450K +20,037 +10%
ASN
50
Advisory Services Network
Georgia
$4.94M +$438K +19,507 +10%
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